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Kristie Peters

Kristie Peters

Mrs Kristie Peters
Principal

Financial Services Guide

Experience

Kristie has been providing financial advice to clients since 1996 and works closely with her husband Shane in providing financial solutions to meet the specific needs and objectives of their clients. She is also an active member of the Financial Planning Association.

Qualifications

Bachelor of Business (Banking and Finance)

Certified Financial Planner

Diploma in Financial Planning

Tribeca - Self Manage Super Funds

Additional Information

Kristie specialises in giving advice in the following disciplines:-

  • Guidance on budgeting and goal setting
  • Savings and wealth
  • Investment planning
  • Superannuation and Retirement planning
  • Centrelink planning
  • Risk and Insurance analysis
  • Business succession planning
  • Salary packaging advice
  • Gearing strategies
  • Debt management
  • Estate planning
  • Aged Care specialist

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address Suite 8, Innovation House 50 Mawson Lakes Boulevard Mawson Lakes SA 5095
Phone 08 8260 2687
Mobile 0438 805 043
Email kristie@wealthplanningprofessionals.com.au