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Peter Kaleski Email & Phone Number
Director and Head of Wealth Management
at
SmartMoney Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Director and Head of Wealth Management
Location
Greater Sydney Area, Australia
Company size
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Peter Kaleski is listed as Director and Head of Wealth Management at SmartMoney Wealth Management, a with 11 employees, based in Greater Sydney Area, Australia. AeroLeads shows a matched LinkedIn profile for Peter Kaleski.
Peter Kaleski previously worked as Director & Head of Wealth Management at Smartmoney Wealth Management and Co-Founder at Ignite Hq Australia. Peter Kaleski holds Certificate, Nsw Registration Program from Kaplan Professional.
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SmartMoney Wealth Management
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Profile bio
About Peter Kaleski
I am passionate about helping people on their journey to financial freedom.I give everyday Australians the financial strategies that allow them to pay off their mortgagesooner, minimise their tax obligations and build wealth for a comfortable retirement.Being in Private Wealth Management for more than 10 years I noticed that only high-net-worthindividuals traditionally receive the best financial advice.I am a firm believer that everyday Australians should be able to benefit from the same expertise.SmartMoney Wealth Management is Australia's leading independently owned firm for financialadvice.Our services include:✔ Financial Planning✔ Property Investment✔ Tax Minimisation Strategies✔ Self-Managed Super Funds✔ Sharemarket Investment✔ Personal Insurance✔ Estate PlanningEverybody’s financial situation is different and there can be no ‘one size fits all’ approach.By providing customers expert advice, I am fortunate to have helped many everyday Australiansget on track to achieving the financial freedom they deserve.For me, there is no greater reward.****************Professional Partnership OpportunitiesWe currently have professional partnership opportunities for Accountants and Mortgage Brokerswho would like to increase revenue and offer a more well-rounded service to their clients.For a confidential discussion about your current financial situation and objectives please don’thesitate to contact me on the details below.☏ 0499 966 671✉ peter.kaleski@smartmoneygroup.com.auVisit ☛ smartmoneygroup.com.auSmartMoney Wealth Management | Private Wealth Management | Financial Planner | SelfManaged Super Fund Specialist | Tax Minimisation | Property Investment
Current workplace
Peter Kaleski's current company
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Smartmoney Wealth Management
4 roles
Peter Kaleski work experience
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Director & Head Of Wealth Management
Current
Smartmoney Wealth Management
Are you tired of trying to get ahead financially?We are here to help.At SmartMoney Wealth Management we provide independent Private Wealth Management to all Australians helping them become mortgage free sooner, minimise tax and retire earlier.We work closely with each client to develop a tailor-made strategy for their individual financial situation. We believe in the importance of the client being involved in each financial decision and educating them each step… Show more Are you tired of trying to get ahead financially?We are here to help.At SmartMoney Wealth Management we provide independent Private Wealth Management to all Australians helping them become mortgage free sooner, minimise tax and retire earlier.We work closely with each client to develop a tailor-made strategy for their individual financial situation. We believe in the importance of the client being involved in each financial decision and educating them each step of the way.Our mission is to give all Australians access to the benefits of Private Wealth Management services in:✔ Financial Advice✔ Investment Management✔ Self-Managed Super Funds✔ Property Investment✔ Tax Planning and Minimisation✔ Personal Insurance✔ Cashflow Management✔ Retirement Solutions✔ Conveyancing Solutions✔ Estate PlanningOur team has helped 1000’s of Australian’s achieve their financial goals through our unbiasedadvice.For a free review of your current financial position please reach out via the details below.☏ 1300 966 330✉ peterkaleski@smartmoneygroup.com.auVisit ☛ smartmoneygroup.com.auSmartMoney Wealth Management | Private Wealth Management | Financial Planner | Self Managed Super Fund Specialist | Tax Minimisation | Property Investment Show less
Jun 2018 - Present
Co-Founder
Current
Ignite Hq Australia
Jun 2021 - Present
Financial Adviser - Equiti Private Wealth ♦ Private Wealth Management ♦ Financial Planner
Equiti Private Wealth
Equiti Private Wealth specialises in tailored wealth management solutions.We work closely with every client ensure their individual financial goals areachieved.Our philosophy is centred around client relationships, designing tailored financialand investment strategies to suit the individual.
Jan 2010 - May 2018
7 education records
Peter Kaleski education
Certificate, Nsw Registration Program
Certificate Iv, Property Services (Real Estate)
Real Estate Education & Training
Diploma, Finance & Mortgage Broking Management
Certificate, Self Managed Superannuation Funds
Certificate, Margin Lending & Geared Investment
Graduate Certificate, Financial Planning
Bachelor'S Degree, Commerce (Major In Finance & Business Law)
FAQ
Frequently asked questions about Peter Kaleski
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What company does Peter Kaleski work for?
Peter Kaleski works for SmartMoney Wealth Management.
What is Peter Kaleski's role at SmartMoney Wealth Management?
Peter Kaleski is listed as Director and Head of Wealth Management at SmartMoney Wealth Management.
Where is Peter Kaleski based?
Peter Kaleski is based in Greater Sydney Area, Australia while working with SmartMoney Wealth Management.
What companies has Peter Kaleski worked for?
Peter Kaleski has worked for Smartmoney Wealth Management, Ignite Hq Australia, and Equiti Private Wealth.
How can I contact Peter Kaleski?
You can use AeroLeads to view verified contact signals for Peter Kaleski at SmartMoney Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Peter Kaleski attend?
Peter Kaleski holds Certificate, Nsw Registration Program from Kaplan Professional.
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