Peter is one of the founding Directors of 4people Pty Ltd.

 

He has been an adviser since 1992 having worked within the financial services industry from 1988.

 

Peter specialises in strategic planning with a particular interest in the efficient use of business and tax structures, self-managed superannuation funds, retirement and tax planning.

 

He is responsible for providing advice on the most complex of issues that face all clients, particularly those of significant wealth.  Peter is passionate about providing the best possible outcomes to all clients he comes into contact with.

 

Peter is a motor racing enthusiast and a proud father of three.

 

Peter's authorised representative number is 239328.

Clare holds the position of Practice Manager within 4people.  Prior to joining the financial planning industry she held various roles within the legal professional service management sector.  Clare splits her time between strategic planning, compliance and best practice policy implementation, human resources, marketing and information technology while overseeing the financial aspects of the firm.

 

Clare is extremely motivated, ensuring that the firm as a whole achieves both its short and long term strategic goals.  She has recently completed her post-graduate studies in management and is currently enrolled in an MBA.

Ryan has had industry exposure in both Australia and the United Kingdom, and focuses on providing advice to both UK migrants and Australians returning from the UK. In conjunction with Pension Transfers Direct Pty Ltd, Ryan provides specialised advice in UK pension fund transfers. 

Ryan focuses on providing advice in areas of wealth creation, retirement planning, debt management and corporate superannuation.

 

Ryan holds a Bachelor of Commerce majoring in Finance and Diploma of Financial Services (Financial Planning).

 

Ryan's authorised representative number is 313113.

Matt has over seven years experience as a Financial Adviser. He specialises in the area of investments; in particular portfolio construction and financial markets. Matt is responsible for the recommendation of all investment products within the firm with a focus on creating portfolios that are both robust and 'best-of-breed'. He is passionate about economics and financial markets and helping clients understand the intricacies of these areas.

 

Matt holds a Bachelor of Business majoring in Economics and Banking and Finance. He has also completed a Graduate Diploma in Financial Planning and is accredited to provide advice on listed securities.

 

Matt's authorised representative number is 283155.

Shane has worked in the Financial Services Industry since 1998 and has been advising for over eight years. Shane focuses on building ongoing relationships with our existing clients to ensure they reach their financial and lifestyle goals. He is passionate about ensuring clients transition to retirement smoothly and are able to realise their retirement goals.

 

Shane has completed a Bachelor of Science and a Diploma in Education as well as a Diploma of Financial Planning and the Tribeca Self Managed Superannuation Fund Accreditation.

 

He is a father of three boys and much of his spare time is taken up by his involvement in junior sport.

 

Shane's authorised representative number is 239259.

Mike has four years experience as a Wealth Adviser.  His key focus is superannuation including self managed superannuation funds and retirement planning.  Mike is part of our continued advice team for strategic management clients.  He looks after an existing client base of approximately 150 clients.

 

Along with a focus on superannuation Mike also gives advice on succession planning and debt management.

 

Mike holds Diploma of Financial Advising and Tribeca Self Managed Superannuation Fund Accreditation.  He is a dedicated family man with four children.

John made a career change to the financial planning industry in 2002 and has been a financial adviser since 2003. John's focus is to ensure his clients fully understand their financial position and the opportunities available to them in order to maximise their financial independence in retirement. He provides advice on debt management, tax planning, wealth creation, retirement planning and superannuation advice.

He is a Certified Financial Planner TM practitioner, holds a Diploma of Financial Planning and a Diploma in Mining Engineering.

John is married and has three mature aged sons. He is an avid traveller and enjoys experiencing new destinations. 

John's authorised representative number is 279104.

Henry has worked within the financial services industry since 2003.  He holds a Bachelor of Commerce, majoring in Accounting and Finance; and a Diploma of Financial Services.

 

Having been regularly exposed to the complex issues that individuals with high wealth experience, Henry specialises in complex strategic planning and multiple tax structures.  He provides a wide range of advice revolving around wealth creation, tax planning and retirement planning.

 

Henry's authorised representative number is 324018.

Laurel has been employed in the financial services industry for over 35 years.  The past five years have been in financial planning and personal risk management.  Prior to that Laurel held roles based in Sydney and Brisbane with two major general insurers.

 

Laurel holds a Diploma of Financial Services (Financial Planning) and has recently completed her Advanced Diploma of Financial Services (Financial Planning).

 

Her focus is personal risk management and Laurel is eager to ensure that her clients are financially protected in the event of the unexpected.

 

Laurel's Authorised Representative Number issues by ASIC is 306274.