Peter Edmonds

Director- Perks Wealth Management, Personal Insurance Specialisation


“Ultimately, it’s about easing our client’s financial strain during the most challenging part of their lives, whether they’ve suffered injury, illness or the passing of a family or business member.”


Peter Edmonds is a Director of Perks Wealth Management and heads up its Personal Insurance division.

His experience in the financial services industry exceeds 20 years, starting out in superannuation administration in one of his earlier roles. He spent 11 years as a successful consultant before joining Perks in 2000 to establish the firm’s Personal Insurance division.

Since then, Peter has been largely influential in its visible growth and success.

Through maintaining a focus on the role of personal insurance in the overall context of our client’s financial future, Peter provides highly strategic, complete and incisive advice.

 

His rigorous approach to developing a risk management strategy ensures all risks are identified and considered. This exacting approach is consciously balanced with a personal empathy, clearly demonstrated by Peter’s overriding commitment to minimise our client’s financial strain at time of claim.

Challenged by an increasingly sophisticated financial services industry and its demand for rigid compliance, Peter’s high level advice is driven by a robust and accurate understanding of the constant changes in Legislation and product policies.

Outside work, Peter is a father to a growing family. His duties are divided between driving the boat for three water-skiing children, football coach, cricket umpire and tennis fan to his son’s teams and leading the cheer squad at their basketball games. More importantly, Peter effortlessly doubles as chauffeur.

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  +61 8 8273 9211
email pedmonds@perks.com.au

Qualifications:

  • Advanced Diploma of Financial Services (Financial Planning)
  • Senior Associate of the Australian & New Zealand Institute of Insurance and Finance
  • Certified Insurance Professional

Key areas of expertise:

  • Business Succession Planning
  • Key Person Planning
  • Group Insurance
  • Guarantor/Debt Protection
  • Income Protection Insurance
  • Business Overhead Insurance
  • Life Insurance Protection
  • Permanent Disability Insurance
  • Trauma Insurance

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