Peter is a Certified Financial Planner with more than 20 years in the financial services industry. After building experience with Zurich and ING, Peter started Thirdview Financial Planning in 2009, to serve his clients in a different and more customised way to the industry norm.
Peter’s approach is values driven, believing that our personal values drive our lifestyle desires, and financial management is most effective when aligned with those personal values to achieve outcomes. He couples this values approach with sound financial planning principles and technical knowledge, delivered with compassion and insight.
Peter’s tenacity and commitment have paid off with Thirdview featured in the BRW Fast Starters List in 2013, then receiving the FSP Adviser of the Year 2012, and recently being awarded FSP National Practice of the Year in 2016 (2 or less advisers category).
Pete is committed to health and fitness alongside his continuing professional development, and lives in Sydney with his wife and two boys.
Eddy can be found on the basketball court, soccer field or with his kids playing video games or watching Star Wars for the millionth time! These values of spending time with his family, and achieving work life balance motivate him to also work hard for the clients of Thirdview to help them achieve what they most value in their lives.
Kate is passionate about empowering her clients to make informed decisions on how to protect and grow their financial position, providing peace of mind to them and their families.
Kate has been lucky to have strong female role models in her life and is determined to fulfil that role herself as a Financial Adviser as well as mother of two young girls.
Being from Perth, Kate never likes to be far from the ocean and lives in Sydney’s east with her family and dog, Piper. Keeping fit gives Kate the energy and mindset to make the most of each day and wine (from the Margaret River of course) also helps at night.
Kate is a Certified Financial Planner® with over 15 years experience with leading financial institutions including AXA and Perpetual. Kate also holds a B.Comm (Economics & Financial Planning) and an Advanced Diploma in Financial Services.