"I am passionate about improving my client's financial well being, whether they require simple debt advice or complex investment strategies for their retirement"
Peter Orr CFP®
Peter has worked in the financial planning industry since 2000 and is a member of the Financial Planning Association (FPA).
Peter has extensive experience working with clients in the Commonwealth and ACT Public Service as well as the Australian Defence Force. He has experience with salary packaging, wealth creation, superannuation (in particular the CSS, PSS, DFRDB and MSBS schemes) and retirement planning strategies. Peter is focused on helping his clients achieve their financial objectives in the short, medium and long term.
Peter holds the following professional designations and qualifications:
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Certified Financial Planner
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Diploma of Financial Planning
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Diploma of Financial Markets
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Passed FASEA Code of Ethics exam as required under Corporations Act 2017
As a holistic planner Peter can advise on a wide range of financial issues, though he specialises in the following areas: