Financial Planning
/ About / Management
Management
Peter Ryan
CFP
Peter has more than 25 years experience in the financial services industry and has worked as a authorised Financial Planner since 1998. He has worked in the lending sector as a mobile home loan manger and business banking manager at Westpac/Bank of Melbourne prior to becoming a Financial Planner. He worked for Westpac/Bank of Melbourne and The Trust Company. In 2005 Peter established Essential Financial Planning Pty Ltd and in 2011 obtained his own Australian Financial Services Licence (AFSL) in the name of Essential Financial Services Australia Pty Ltd which is the licence Weber Financial Planning operates under as a corporate authorised representative.
Whilst he provides advice on a broad range of financial planning issues, Peter's specialist areas include:
- Retirement strategies and planning
- Self Managed Superannuation Funds
- Direct share investing
- Personal and business insurance for buy/sell agreements
Over time, Peter has developed an extensive network of professional contacts with whom he works closely when necessary. These contacts include experts in the fields of mortgage broking, stockbroking, accounting, general insurance, and Centrelink.
After hours, Peter enjoys spending time with his wife and two children, and the challenges of both marathon running and yoga!
Peter has a Diploma of Financial Planning and is a member of the Financial Planning Association (FPA). He holds Certified Financial Planner (CFP) status with the FPA, following the successful completion of all five specialist study units.