Kristie Peters

wealth-planning-professionals-kristie-peters
  • 0882602687
  • kristie@wealthplanningprofessionals.com.au

As an active member of the Financial Planning Association and a principal member of the firm, Kristie’s 24 years experience as a financial adviser is impressive. Providing bespoke financial solutions to her clients with complete transparency, Kristie loves working with people and is focused on her client’s success. Kristie is a dedicated member of the

Authorised Representative No. 239694

Qualifications

  • Bachelor of Business (Banking and Finance)
  • Certified Financial Planner
  • Diploma in Financial Planning
  • Tribeca – Self Manage Super Funds

Kristie specialises in giving advice in the following disciplines:

  • Guidance on budgeting and goal setting
  • Savings and wealth
  • Investment planning
  • Superannuation and Retirement planning
  • Centrelink planning
  • Risk and Insurance analysis
  • Business succession planning
  • Gearing strategies
  • Debt management
  • Estate planning
  • Aged Care specialist

Kristie is a working mum with two teenage children and enjoys an active, outdoor lifestyle in her spare time.