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Peter Smith
DipFP (Deakin University), CFP
Authorised Representative
Financial Services Partners

Peter is the General Manager of Financial Services Partners Doncaster and an Authorised Representative of Financial Services Partners. Graduating with a Diploma in Financial Planning and obtaining a Certificate in Financial Planning (CFP), Peter specialises in the areas of Financial Planning (including wealth creation and retirement planning) and Risk Insurance (including personal wealth protection and business insurance).

Peter commenced working within the Financial Services industry in 1977 with T&G Mutual Life Society. In that time, he accumulated 18 years of experience working in various adviser and agency management roles with T&G and subsequently with National Mutual, following the merger of the two groups in 1983. Between 1995 and 2003, Peter operated as an Account Manager and Adviser with Inscorp Management Services and Inscorp Financial Services. In 2003, Inscorp was merged into the current Financial Services Partners dealership and from there Peter established his Financial Services Partners practice, operating initially out of Albert Park. In 2004, he moved to the current location in Doncaster. Peter has grown the business over that time and was subsequently awarded 'Adviser of the Year' for Financial Services Partners at the group's Singapore conference in 2008.

Peter's ambition to become a financial adviser was initially spurred by his genuine interest in assisting clients achieve their lifestyle goals and objectives, as well as his eagerness in running his own business and evolving the business with the many changes experienced by the industry. He believes that the most common mistakes people make in their financial lives are that they fail to get the right advice and try to do things without access to the right areas of expertise.


Peter comments "It is important to get good financial advice for reassurance and financial confidence, and also to keep goals and objectives on track for the changing needs all people experience in their lives."

In his spare time, Peter is an avid sports enthusiast, with a particular interest in AFL football. "I am currently an AFL, Melbourne Cricket Club (MCC) and Richmond Football Club Full Member. I have also actively participated in many sports and sporting events, including 30 years of playing and coaching Australian Rules and 20 years of playing cricket. I have completed over 50 marathons (Melbourne Marathon Spartan Member), played tennis competitively and also enjoy bike riding. I am proud to have been awarded Life Member of Beaconsfield Football Club in 1989."

 

Peter Smith
 
Adviser of the Year 2008

 
         

 

 

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