Phone:(08) 9293 2922
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Our Team

 

Peter Stewart

PETER STEWART

Owner / Principal
Certified Financial Planner® Professional
AEPS®Accredited Estate Planning Strategist
Authorised Representative #263625
Tax (financial) adviser (# 24936775) - Tax Practictioners Board
Justice of the Peace


About Peter Stewart

Peter has been working in the Financial Planning industry for thirty years. His accreditations include CFP® (Certified Financial Planner) and AEPS® Accredited Estate Planning Strategist with the Australian Financial Planning Association, as well as being a registered Justice of The Peace and a Life Member of the Kalamunda Chamber of Commerce. 

His passion for his clients, his community and his faith is ever apparent in his dedication and commitment to assisting people in the community.  Peter enjoys the ever changing industry in which he works and regularly attends training courses, seminars and professional development days to ensure his qualifications and knowledge is always current.


 

Qualifications

Diploma of Life Insurance (Dip LI)
Diploma of Financial Planning (Dip FP)
CFP® Certified Financial Planner (FPA Australia)
AEPS® Accredited Estate Planning Strategist (FPA Australia)
Tax (financial) adviser (# 24936775) - Tax Practictioners Board
Aged Care Advice (FPA Accreditation 005822 & 006392)
Kaplan Accredited Listed Product Adviser (FPA Accreditation 004078)
Recognised Justice of the Peace since 2001
  

Professional Association Memberships

Member of Financial Planners Association of Australia
Recognised FPA Professional Practice
Member of the AFA (Association of Financial Advisors Ltd)
Fellow Accredited member of Financial Advisors Association (FAFA)
WA Life Member Zurich Leaders Roundtable
Fellow of Australian Life Writers Association
 

How to Contact Peter

If you would like to speak with Peter about your financial plan, click here to Contact Peter or call the office on 08 9293 2922 to arrange an appointment.
You can also find Peter Stewart on various social media;   twitter-bird-blue-on-white---Copy.png f_logo---Copy.jpg LinkedIn_Logo60px.png

Twitter: @wisemoneypeter
Facebook: Peter Stewart's Facebook Profile
LinkedIn: Peter Stewart's LinkedIn Profile

 


CAROL HUNTERCarol Hunter

Financial Planner / Paraplanner
Specialising in Aged Care, Centrelink / DVA Advice
Authorised Representative #341142
BBus (Acct) Paraplanner 
Tax (financial) adviser (# 24937785) - Tax Practictioners Board

Carol is responsible for all aspects of Paraplanning including SOA's.

Click here to contact Carol.
 

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JANET STEWART

Office Administration
Cert IV Fine Arts

Janet handles client enquiries and assists with Client Services.

Click here to Contact Janet.

 


 

Avril Cross


AVRIL CROSS

Practice Operations Leader / Assistant Paraplanner
Bachelor of Science B.Sc.

Avril is responsible for all aspects of client services.

Click here to Contact Avril.




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LISA HARRAP

Client Services / Marketing /
Business Relationships and Alliances
Cert IV Business Human Resources

Lisa is responsible for all aspects of Benchmark’s advertising, promotions and public communication.

Click here to Contact Lisa.


 

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SONYA SNARE

Client Services / Reception

Sonya is responsible for all aspects of client services.


Click here to Contact Sonya




How to find us