Peter Lei

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Diplomas: 
B.Eng. Grad Dip FP. AFP®. SPAA.
Job Title: 
Financial Planner Authorised Representative

My first profession was engineering, which suited me well because I was born with an eye for detail and approaching life and work methodically. A fishing buddy and I spent many hours out on the water talking about the world, and he convinced me to make a change into financial planning and work with him at Bridges Personal Investment Services. My need for detail and to learn more then landed me at the ANZ, where I worked as a financial planner helping a wide range of clients and further developing my financial planning skills.

In July 2008, that same fishing buddy was at All Financial Services with a great bunch of other professionals. I joined the partnership and now help manage 150 clients with their financial planning needs.

My opportunities to travel to Katherine and Alice Springs regularly meeting clients is a great way to tack on a fishing trip, and I even take clients along for the experience! My other love is golf; unfortunately, I don't get out to play as much as I'd like.

Qualifications

  • Graduate Diploma of Financial Planning
  • Certificates in Self Managed Super Fund via Tower Trust & Kaplan
  • Bachelor Degree – in Mech. Engineering

Professional Memberships

  • AFP® Member of the Financial Planning Association of Australia
  • Self Managed Super Fund Specialist Advisor accredited via SMSF Professionals' Association of Australia

 

Authorised Representative and Credit Representative No 263969. Charter Financial Planning Limited AFSL & Australian Credit Licensee