Peter Orr

Peter has worked in the financial planning industry since 2000 and is a member of the Financial Planning Association (FPA)

Peter has extensive experience working with clients in the Commonwealth and ACT Public Service as well as the Australian Defence Force. He has experience with salary packaging, wealth creation, superannuation (in particular the CSS, PSS, DFRDB and MSBS schemes) and retirement planning strategies. Peter is focused on helping his clients achieve their financial objectives in the short, medium and long term.

Peter holds the following professional designations and qualifications:

·         Certified Financial Planner

·         Diploma of Financial Planning

·         Diploma of Financial Markets

Peter is licensed to provide his clients with financial planning services which include advising and dealing in the following financial products:

Investments

• Managed Funds
• Investor Directed Portfolio Services
• Personal Managed Portfolios
• Securities

Superannuation

• Superannuation (including SMSF)
• Pensions

Insurance

• Investment Life

Banking

• Deposit Products