Our team
AP Financial Partners Pty Ltd is a family business established in South Australia in 2004. As authorised representatives of Genesys Wealth Advisers, AP Financial Partners Pty Ltd is backed by the substantial resources of a leading company in the wealth generation industry with interests throughout Australia.
Our small team is based at Mawson Lakes and comprises of husband and wife financial advicers ably supported by administration officer Chris Knight. We work closely together as a team on all aspects of the business, ensuring consistency, the maintenance of high standards and positive outcomes for our clients.
Kristie Peters
Shane Peters
Chris Knight
Kristie Peters
Bachelor of Business (Banking & Finance), Dip FP
Principal, Adviser & Authorised Representative
kristie.peters@genesyswealth.com.au
Bachelor of Business (Banking & Finance), Dip FP
Principal, Adviser & Authorised Representative
kristie.peters@genesyswealth.com.au
Kristie has been providing financial advice to clients since 1996 and works closely with her husband Shane in providing financial solutions to meet the specific needs and objectives of their clients. She is also an active member of the Financial Planning Association.
Kristie has the following qualifications:-
- Bachelor of Business (Banking and Finance)
- Certified Financial Planner™
- Certified Financial Planner™
- Diploma in Financial Planning
- Tribeca - Self Managed Super Funds
Kristie specialises in giving advice in the following disciplines:-
- Guidance on budgeting and goal setting
- Savings and wealth
- Savings and wealth
- Investment planning
- Superannuation and Retirement planning
- Centrelink planning
- Risk and Insurance analysis
- Business succession planning
- Salary packaging advice
- Gearing strategies
- Debt management
- Estate planning
Kristie's Authorised Representative Number is 239694
Shane has been providing financial advice to clients since 1995. He is a principal member of the firm and works closely with his wife Kristie in providing solutions to meeting the specific needs and objectives of their clients.
Shane specialises in giving advice in the following disciplines -
- Guidance on budgeting and goal setting
- Savings and wealth creation strategies
- Savings and wealth creation strategies
- Risk and Insurance analysis
- Invesement planning
- Superannuation and Retirement planning
- Centrelink planning
- Business succession planning
- Salary packaging advice
- Gearing strategies
- Debt management
- Estate planning
Shane's Authorised Representative number is 235935.
Chris has recently joined our firm as the administration officer and brings with her strong administrative and technical skills.
Chris manages the adviser diaries, assists in the preparing files for valuations and provides valuable administrative support to our financial planners.
Chris is the person to contact for:-
- Changes to your personal contact details
- Appointments with the financial planners
- Appointments with the financial planners
- Updates on your policies/investments or any other general enquiry