Getting the right advice from a qualified financial adviser can set you off on the right path to achieve your goals and help you make the most of your money
FinPeak Advisers is a financial planning business that focuses on wealth accumulating and retirement clients that want a complete solution. Since we are not owned by the banks or any large institution our interests are solely aligned with our clients. We collaborate with some of the largest investment managers and businesses locally and from around the world which makes us large enough to leverage better opportunities for our clients but small enough to meet each individual’s needs.
FinPeak collaborates with other professionals (eg accountants, lawyers, mortgage brokers, property specialists, investment bankers) to ensure that in the end, our client receives a well-rounded service offering. This means that we can help match you with the best specialist in their field.
Our expertise includes investment, superannuation (including SMSFs), retirement, insurance and estate planning advice. We bring it all together in a tailored, carefully thought out plan and consistently monitor your progress against the backdrop of your goals.
What’s your background?
I’ve been a financial adviser since 2008, first starting off in a boutique practice and then running my own advice business since 2014. Prior to this, I worked as a junior accountant for one of the big 4 accounting firms and I also had various roles at an international fund manager. My background gave me a great foundation for where I am today because it gives me a broader understanding of the financial services industry as a whole which is reflected in the advice that is provided.
What are your qualifications?
I hold a Masters of Applied Finance and an Advanced Diploma of Financial Services (Financial Planning) and can provide advice around self-managed super funds (SMSFs) and margin lending. I am a Financial Planner AFP member of the Financial Planning Association of Australia (FPA), a registered Tax (Financial) Adviser with the Tax Practitioners Board and a member of the Responsible Investment Association Australiasia (RIAA).
What made you want to be an adviser and start FinPeak?
Having worked at large businesses I felt that the client experience seemed to take a back seat to the goals of the firm and although it seemed like it was tailored advice, it never really was. It felt like the business had a solution and if that solution didn’t fit then they would then move onto the next client. I have always been a problem solver by nature and wanted to build something that had the ability to help people with different circumstances because no two situations are exactly the same. That is what we do here, we are given a challenge and then we present choices and together we work through to a solution.
Anything else we should know about you?
I have two kids, one a cheeky little girl and the other a four-legged kind. Both pretty much take up all my time (and money) so I understand how important it is to ensure that your financial goals are addressed so you can spend more quality time with your family.