Peter Stevens
Financial Adviser
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About
Peter Stevens is an ASIC-registered financial adviser based in Subiaco, WA, committed to providing tailored financial solutions to help clients achieve their financial goals. With a Bachelor of Commerce from Curtin University of Technology (1999) and a Graduate Diploma in Financial Planning from Securities Institute Australia (2002), Peter possesses a strong educational foundation. He further enhanced his expertise with a Certificate IV in Finance & Mortgage Broking and specialized training in Margin Lending and Geared Investments, as well as completing the Accredited Listed Product Adviser (ALPA) Program. Peter is an active member of several prestigious professional organizations, including the Financial Advice Association of Australia (FAAA), the Financial Services Institute of Australasia (FINSIA), and the Stockbrokers and Investment Advisers Association (SIAA), reflecting his dedication to maintaining the highest standards of professionalism and ethical conduct. As an authorized financial adviser, Peter can provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This allows him to create holistic financial plans tailored to each client's unique circumstances. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Peter Stevens today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Peter Stevens offer?
Peter Stevens provides advice on a wide range of financial products and services, including superannuation, retirement planning, wealth management, insurance, and investments.
What are Peter Stevens's qualifications and professional memberships?
Peter holds a Bachelor of Commerce, a Graduate Diploma in Financial Planning, a Certificate IV in Finance & Mortgage Broking, and is an Accredited Listed Product Adviser. He is also a member of the FAAA, FINSIA, and SIAA.
What is the process for becoming a client of Peter Stevens?
The first step is to schedule an initial consultation. During this meeting, we'll discuss your financial goals, current situation, and any concerns you may have. From there, we'll develop a personalized financial plan tailored to your needs.
How can wealth management advice help me achieve my financial goals?
Wealth management advice involves creating a comprehensive plan to grow and protect your assets. This may include investment strategies, tax planning, and estate planning to help you achieve your long-term financial goals.
What should I expect during a consultation with Peter Stevens?
During a consultation, you can expect a thorough discussion of your financial situation, goals, and risk tolerance. Peter will explain his approach to financial planning and answer any questions you may have in a clear and understandable manner.
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