Peter Coulthard

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About Peter Coulthard

Peter has been providing financial advice since 1993.  During this time, he has been fortunate to work with clients at all stages of life and with different financial situations.  Peter focuses on working collaboratively with people to gain clarity about what is important to them personally and financially before making important financial decisions.  Peter, enjoys the opportunity to work with clients who are preparing to make important financial and lifestyle decisions for their future.

Peter has a strong interest in advising and helping people who are preparing for, or moving into retirement, or enjoying life after retirement and working with them on an ongoing basis to help them achieve their goals.

Peter is a member of the Financial Planning Association and is a Certified Financial Planner CFP®.  Peter holds a Graduate Diploma in Banking and Finance and a Diploma of Financial Planning.