Strategic thinking financial advisor with over 30 years experience in tax, accounting, corporate and financial planning.
Founder and Chief Executive Officer of Lanham Financial Advice with own Australian Financial Services Licence since 2000.
Peter's expertise is applying holistic wealth planning strategies to enable clients to live a better life now and also retire successfully. His specialty is analysing a client's financial situation, projecting where they will be at retirement, determining any shortfall, and then providing recommendations and monitoring to enable clients to reach their strategic retirement target.
Peter has attained a Bachelor of Commerce (Major in Accountancy)and completed a Diploma of Financial Planning in 1996. He has been a Certified Practicing Accountant since 1987, a Certified Financial Planner since 1997 and in 2010 attained the qualification of Certified Financial Strategist. Peter studied Global Economics at Harvard Business Scholl in 2011, an achievement he rates most highly in his career.
Peter is heavily invoved in Legacy, a charity providing services to Australian families suffering after the injury or death of a spouse or parent, during or after their defence force service.
In addition to the longevity of Peter's business, his professional reputation and high level of integrity are two personal aspects of which he is most proud.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 10
- First year providing advice 1989
- Years of experience 35
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Highest qualifications
- Certified Financial Planner (CFP)
- Certified Practicing Accountant (CPA)
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Language spoken
- English
Lanham Financial Advice Pty Ltd
Suite 8, First Floor, 38-40 Urunga ParadeMiranda, NSW 2228
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lanham Financial Advice Pty Ltd
AFSL 222769