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Future Wealth Group

Listing ID: 98119 2024-04-08

Categories Financial Consultants Financial Planning

18-22, Dale St, Brookvale, Brookvale, NSW

Phone
61424434060
Website
https://futurewealthgroup.com.au
Call now

Business description

Peter is a passionate and dedicated Financial Adviser who is committed to providing all his clients with security and confidence throughout the many stages of life has to offer. Peter works closely with all his clients to ensure they stay focused and on track to achieving their financial goals which allows each individual the freedom to enjoy life without the burden of the financial unknown.

Peter is a specialised Adviser in Self – Managed Superannuation Funds and offers expert advice and consultation in the following areas: Financial Advice and planning; Superannuation; Portfolio construction; Personal and Business insurance; Estate planning and Asset Protection; Leveraged Investments and Margin lending; Budgeting and Cash flow management; Small Business Advice; Retirement planning and Aged Care.

Peter obtained a Master of Financial Planning from the University of New South Wales and holds the Self – Managed Superannuation fund specialist accreditation with the SMSF Association of Australia. He also graduated with a Bachelor of Commerce from Macquarie University where he was awarded the Deans Excellence in International Business and Marketing.

Prior to commencing Future Wealth Group, a boutique private wealth firm, Peter held roles at Hillross Financial Services, AMP Financial Planning and Mawson Investment Management where he gained extensive experience across all sectors of Finance and Financial Planning.

Business hours

  • Monday 09:00 – 17:00
  • Tuesday 09:00 – 17:00
  • Wednesday 09:00 – 17:00
  • Thursday 09:00 – 17:00
  • Friday 09:00 – 17:00
  • Saturday Closed
  • Sunday Closed

Tags

Frequently asked questions

Where is Future Wealth Group located?

Future Wealth Group is located at 18-22, Dale St, Brookvale, Brookvale, NSW.

How can customers contact Future Wealth Group?

Customers can contact Future Wealth Group by phone at 61424434060.

Does Future Wealth Group have an official website?

Yes, the official website of Future Wealth Group is https://futurewealthgroup.com.au.

What are the business hours of Future Wealth Group?

Monday 09:00 - 17:00, Tuesday 09:00 - 17:00, Wednesday 09:00 - 17:00, Thursday 09:00 - 17:00, Friday 09:00 - 17:00, Saturday Closed, Sunday Closed.

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