Peter Allen

Fiducian Financial Services
Peter Allen

Sunshine Coast, QLD

About

About Fiducian Financial Services

As qualified Financial Planners and Representatives of Fiducian Financial Services, we are committed and eager to provide you with the highest level of service in a professional manner.

For an initial complimentary consultation with Peter Allen, Financial Planner Sunshine Coast, please click on “Make An Appointment” above, or contact us directly.

Our Services

Peter Allen is an Authorised Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:

  • Retirement Planning;
  • Budget and Cashflow Planning;
  • Centrelink Benefits, other Government Benefits and Aged Care Assistance;
  • Managed Investments including Managed
    Discretionary Account Services;
  • Personal Superannuation;
  • Self Managed Superannuation Funds;
  • Specialist Life Risk Insurance;
  • Deposit Products and Savings Plans;
  • Estate Planning;
  • Securities;
  • Life Risk Insurance within Superannuation;
  • Government Bonds;
  • Standard Margin Lending Facility.

Profile

About Peter Allen

Peter has extensive experience as a Financial Planner and believes that all clients deserve to have their financial needs carefully considered with a view to meeting their personal needs and goals.

Peter holds a Diploma in Financial Advising and is currently enrolled in the Graduate Diploma of Financial Planning. Additionally, he has a working knowledge of small business having successfully run his own company for a number of years, giving him a sound understanding of the challenges small businesses face.

Away from work, Peter enjoys spending time with his wife and two sons, playing golf and camping. He can often be found walking the tracks of various national parks and state forests.

As an Authorised Representative of Fiducian Financial Services, Peter is committed to providing you with a high level of service in a professional manner; including strategies to cover wealth creation, pre-retirement and retirement advice, maximising Centrelink benefits, and arranging finances to minimise ongoing fees prior to entering Nursing Homes/Hostels.

Testimonials

What clients are saying

Fiducian Financial Planners believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Planner is a key ingredient in achieving that goal.

A professional relationship built on trust, advice, support and re-assurance can be the corner stone for developing and maintaining a financial plan perfect for you and your family.

We are naturally delighted to hear from many Fiducian clients who are very satisfied with the service they have received from their Fiducian Financial Planner and who are happy to recommend their Fiducian Financial Planner.

News & Community

Local News and Events

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