Peter has over 17 years experience in the financial industry and has gained considerable knowledge and experience in a wide range of other industries and disciplines.
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027 544 4558
Peter is a Certified Financial Planner(cm) with over 17 years experience in the financial industry and has gained considerable knowledge and experience in a wide range of other industries and disciplines. These include Agri business, finance, retail, tourism, international sales and marketing. With this experience comes an understanding of business and industry knowledge which is used to achieve the best possible outcome for his clients, both in their business and personal/family situations.
Peter holds a degree in Agricultural Economics majoring in marketing and business management. He furthered this with a further post-graduate year, majoring in marketing. He has also completed 7 units in Financial Planning through Deakin University, Australia and an Estate & Taxation Planning unit at Massey University in 2008.
He has wide experience in agricultural commodity marketing and sales and worked for many years for Louis Dreyfus managing their Australasian farming operations.
Peter then spent over 11 years in Sydney in the financial sector rising to Director of a large merchant bank , before going into business himself and owning a retail chain consisting of 35 stores spread throughout eastern Australia with a large warehouse/head office in Sydney.
On returning to New Zealand in 2000 he returned to the financial services industry as a partner of Investment Services where his major role was as Director and General manager of “The Crossings” vineyards and winery. In this role he was responsible for all sales & marketing from the inception of the winery, necessitating establishment of international distribution channels to successfully sell 75,000 cases per year. After the successful sale of “The Crossings” he left Investment Services Ltd, and as an agreed settlement took Step Financial Services Ltd which was part of the Investment Services Ltd stable of investments.
Peter is passionate about caring for his clients and providing them the best possible solution for their insurance needs, but so it is affordable and sustainable over time. His wide business experience traversing different industries is invaluable in providing his clients innovative solutions and also adding value outside risk management.
Peter invites you to contact him for obligation free discussion to assess your needs.
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