Amy Peterson
DipFP, AdvDipFP, GradDipFP - Financial Adviser Representative - ARN: 1260465
Fiducian Financial Services South Perth
Western Australia
- fpsupport@fiducianfs.com.au
- Phone
- 08 9315 6800
- Address
-
Suite 2, Level 4/85 S Perth Esplanade, South Perth WA 6151
About Amy Peterson
Amy has over 15 years’ experience in the financial services industry and has been working as a Financial Adviser since 2017.
Amy believes that her commitment to quality advice and service are the some of the qualities clients look for in building long term relationships with their advisers. She specialises in wealth creation strategies, risk management, tax strategies, pre-retirement and retirement advice including maximising Centrelink benefits.
Amy holds a Graduate Diploma in Financial Planning, and she completes regular, ongoing training to ensure her knowledge and skills are kept up to date.
Amy has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies (No Gearing)
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
About Amy Peterson
Amy has over 15 years’ experience in the financial services industry and has been working as a Financial Adviser since 2017.
Amy believes that her commitment to quality advice and service are the some of the qualities clients look for in building long term relationships with their advisers. She specialises in wealth creation strategies, risk management, tax strategies, pre-retirement and retirement advice including maximising Centrelink benefits.
Amy holds a Graduate Diploma in Financial Planning, and she completes regular, ongoing training to ensure her knowledge and skills are kept up to date.
Amy has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies (No Gearing)
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
Retirement Savings Account Products
- Retirement and Savings Account Products
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product