Peter Davies
Financial Adviser
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About
Peter Davies is an ASIC-registered financial adviser based in Subiaco, WA, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Peter brings a wealth of knowledge and experience to every client interaction. Peter holds a Certified Financial Planner (CFP) designation from the FPA (awarded in 2002) and a Diploma of Financial Services from Deakin University (2002). His commitment to professional excellence is further demonstrated by his registration with the Tax Practitioners Board. Peter is authorised to provide advice on a broad range of financial products, including superannuation, insurance, and investments. He specialises in wealth management and retirement planning, ensuring his clients are well-prepared for the future. He can provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Peter Davies today for a consultation and personalised financial plan.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Peter Davies offer?
Peter Davies specialises in superannuation advice, insurance, wealth management, and retirement planning. He provides comprehensive financial solutions tailored to your individual needs.
What are Peter Davies's qualifications?
Peter is a Certified Financial Planner (CFP) and holds a Diploma of Financial Services from Deakin University. He is also registered with the Tax Practitioners Board.
How does Peter Davies approach financial planning?
Peter believes in a client-centric approach, taking the time to understand your unique circumstances and goals. He then develops a personalised financial plan to help you achieve your objectives.
What should I expect during my first consultation with Peter Davies?
During your initial consultation, Peter will discuss your current financial situation, future goals, and risk tolerance. This will help him to develop a tailored financial strategy that aligns with your needs.
Can Peter Davies help with my superannuation?
Yes, Peter provides expert advice on superannuation, including fund selection, contribution strategies, and retirement planning.
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