Peta has worked in the financial planning industry since 2000, during which time she has gained extensive experience in the areas of strategic financial planning, investment management and portfolio administration.

 

Peta has been a Representative since 2002. She has completed her DFP (Diploma of Financial Planning) and is a CERTIFIED FINANCIAL PLANNER®.

 

Peta strongly believes that Wealth Management is a journey, not a transaction, and it is by developing a trusted relationship with her clients that she helps guide them along this journey. Her client-focussed approach means that her clients’ needs are at the forefront of her mind at all times.

By developing strong relationships with her clients, Peta ensures that she proactively manages their ever-changing needs. She takes the time to understand her clients’ goals and tailors her advice to their unique circumstances.

 

Peta enjoys working closely with her clients to help them achieve their personal, business and financial goals. This involves assisting clients by agreeing on goals and objectives, developing personalised strategies to build wealth, implementing the plan and then providing ongoing reviews to ensure that her clients are on-target at all times.

Peta strongly believes that Wealth Management is a journey, not a transaction, and it is by developing a trusted relationship with clients that she helps guide them along this journey.

Qualifications & Associations

  • CERTIFIED FINANCIAL PLANNER© through the Financial Planning Association (FPA)
  • Advanced Diploma in Financial Services, Financial Planning
  • Board Member for the Hutt Street Centre Foundation
  • Board Member for Perks Wealth Management

Peta as an individual

If you weren’t a financial advisor what would you like to be: I’d like to be a chef! I love cooking as it brings people together.

Outside of work: I enjoy keeping fit and really enjoy long-distance running, group training and netball. Over the weekends I love entertaining family and friends and being taxi to my children, getting them to their various sporting activities. I am passionate about helping those less fortunate and am actively involved with Variety SA and the Hutt Street Centre.

If you were stranded on a desert island what 2 items would you take: A bottle of wine and my running shoes.