Peter is the Authorised Representative and sole director of the Australian Financial Services Licence (AFSL) Licensee, Integral Wealth Management Pty Ltd, effective from the 1st November 2018. He has a Graduate Diploma of Applied Finance and Investment, Bachelor of Business Ec., a Diploma of Financial Services (Financial Planning) and a Advanced Diploma of Financial Planning. He is a member of the Financial Planning Association (FPA), National Tax and Accountants' Association (NTAA), Fellow of Financial Services Institute of Australia (FINSIA), member of Self Managed Superannuation Funds Association and Registered Tax (financial) adviser with the Tax Practitioners Board. Peter is also accredited to provide aged care financial advice and is a qualified Justice of the Peace.
He has over 25 years industry experience in financial services. He started his own Financial Planning business in 2007 and purchased Holland and Holland in 2014.