Peter Lapthorne
Financial Adviser
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About
Peter Lapthorne is an ASIC-registered financial adviser dedicated to helping individuals and families in Wangara, WA, achieve their financial goals. With a solid foundation built upon a Diploma of Financial Services (Financial Planning) from Tribeca (2006), an Advanced Diploma of Financial Planning from Mentor (2019), and a Graduate Diploma of Financial Planning from Kaplan Professional (2021), Peter possesses the knowledge and experience to provide comprehensive financial advice. Peter is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This allows him to create tailored strategies to suit each client's unique circumstances and aspirations. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Peter is committed to providing clear, straightforward advice to help you make informed decisions. Contact Peter today to schedule a consultation and take control of your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What financial planning services does Peter Lapthorne offer?
Peter Lapthorne specialises in superannuation advice, insurance solutions, wealth management strategies, investment advice, and retirement planning.
What qualifications does Peter Lapthorne have?
Peter Lapthorne holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, and a Graduate Diploma of Financial Planning.
What is involved in the financial planning process with Peter Lapthorne?
The financial planning process typically involves an initial consultation to understand your financial goals, a thorough assessment of your current situation, the development of a tailored financial plan, implementation of the plan, and ongoing reviews to ensure it remains aligned with your needs.
What should I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. The adviser will explain their services and how they can help you achieve your objectives. It's a great opportunity to ask questions and determine if the adviser is a good fit for you.
Can Peter Lapthorne help me with my superannuation?
Yes, Peter Lapthorne is authorised to provide superannuation advice. He can assist you with selecting the right superannuation fund, consolidating your superannuation accounts, and developing a retirement plan to maximise your superannuation benefits.
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