Qualifications
- Superannuation including Self-Managed Superannuation
- Financial Planning
- Investment Advice
- Retirement Planning
- Life and Income Protection Insurance
- Inter-generational Wealth Management
- Strategic Management
- Cashflow and Debt Management
- Business Advisory
Professional Memberships / Achievements
- Certified Financial Planner (CFP)®
- Master of Financial Planning – Deakin University
- Master of International Finance (Financial Planning) – Deakin University
- Bachelor of Commerce – Curtin University
- Advanced Diploma of Financial Planning – Kaplan Professional
- Diploma of Financial Planning – Kaplan Professional
- IFA Excellence Awards Finalist 2021 – Holistic Adviser of the Year
- IFA Excellence Awards Finalist 2021 – Regional Adviser of the Year
Peter Campbell
"I love knowing that I’m either meeting new people to start them on their journey to financial security or checking in with clients to ensure everything is on track. It’s rewarding to make financial planning simple and effective for them."
Peter Campbell brings over a decade of experience in both personal and corporate finance, having worked in senior advisory roles with leading financial firms. His journey in the industry began as a paraplanner, where he developed strategic financial solutions before progressing into senior financial adviser roles. His expertise spans wealth creation, retirement planning, and investment strategies, with a strong focus on aligning financial decisions with long-term client goals.
Passionate about financial literacy, Peter enjoys simplifying complex financial concepts and empowering clients to make informed decisions. He believes financial planning should be accessible and practical, ensuring clients feel confident about their future. Whether guiding individuals through wealth accumulation strategies or structuring financial plans for long-term stability, Peter is committed to delivering tailored solutions that make a tangible difference.
Driven by the opportunity to help clients achieve financial clarity, Peter values building strong relationships based on trust and transparency. He thrives on seeing his clients progress and takes great satisfaction in helping them secure their financial future.
Beyond his professional role, Peter enjoys video gaming, spending time at the beach, and supporting the West Coast Eagles.