Peter Rambert

Liston Newton Advisory

Silver

19 Yrs Experience

South Melbourne, VIC 3205

About Peter
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

Experienced Senior Adviser with a demonstrated history of providing wealthy individuals and families with strategic financial advice tailored to their specific needs. Skilled in Portfolio Management, Risk Management, Independent Financial Advice, Investment Management, and Wealth Accumulation. Strong community and social services professional who is also a CFP Professional with the Financial Planning Association and a Fellow with FINSIA.

4.25 May 2021

Have found Peter to be very calming and patient during our communications relating to my finances. He is very knowledgeable and has given me confidence that all will be good now I'm retired. Peter has been available anytime I've needed that little extra help. Big thank you for taking the weight off my shoulders and understanding my requirements.

Adviser status Silver
Rating 4.25
Number of reviews 1
First year providing advice 2006
Years of experience 19
Highest qualification
- Master of Applied Finance
Language spoken
- English

Liston Newton Advisory

Level 3, 67 Palmerston Cres
South Melbourne, VIC 3205

Lifespan Financial Planning

AFSL 229892

Peter Rambert

Liston Newton Advisory

Recent reviews

At a glance

Liston Newton Advisory

Licensed by

Lifespan Financial Planning