Peter Farlie
Financial Adviser
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About
Peter Farlie is an ASIC-registered financial adviser based in Subiaco, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Peter holds a Bachelor of Business from RMIT (2004) and earned his Certified Financial Planner designation from the FPA in 2008. Continuing his commitment to excellence, he completed FPC 002B Ethics and Professionalism in Financial Advice through Kaplan Higher Education Pty Limited in 2019. Peter is also a proud member of the Financial Advice Association of Australia (FAAA). With extensive experience and qualifications, Peter is authorized to provide advice on a wide range of financial products, including superannuation, insurance, and investments. He specializes in creating personalized strategies to help clients build wealth, plan for retirement, and protect their financial futures. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, building your investment portfolio, or seeking to protect your family's financial future, Peter can provide the expert guidance you need. Contact Peter today to schedule a consultation and take the first step towards achieving your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Peter Farlie offer?
Peter Farlie provides comprehensive financial advice encompassing superannuation, insurance, wealth management, retirement planning, and investment strategies. He tailors his advice to meet your unique needs and goals.
What are Peter Farlie's qualifications?
Peter holds a Bachelor of Business from RMIT and is a Certified Financial Planner (CFP). He also completed FPC 002B Ethics and Professionalism in Financial Advice, demonstrating his commitment to ethical and professional standards.
How does Peter Farlie develop a financial plan for his clients?
Peter begins by understanding your current financial situation, goals, and risk tolerance. He then develops a personalized financial plan that outlines strategies to help you achieve your objectives. He regularly reviews and adjusts the plan as your circumstances change.
What can I expect during my first meeting with Peter Farlie?
During your initial consultation, you can expect a friendly and informative discussion about your financial needs and goals. Peter will explain his services in detail and answer any questions you may have. The goal is to determine if his services are a good fit for your needs.
Why is it important to seek advice from an ASIC-registered financial advisor like Peter Farlie?
Seeking advice from an ASIC-registered financial advisor ensures that you are working with a qualified professional who is bound by ethical standards and regulatory requirements. This provides you with confidence and protection when making important financial decisions.
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