Peter Pallis

Peter Pallis Email and Phone Number

Senior Financial Adviser @ Momentum Wealth Management - Private Wealth Advisors
Peter Pallis's Location
Greater Melbourne Area, Australia
Peter Pallis's Contact Details

Peter Pallis personal email

n/a
About Peter Pallis

Peter Pallis is a Senior Financial Adviser at Momentum Wealth Management - Private Wealth Advisors. He possess expertise in wealth management, retirement planning, financial planning, superannuation, stakeholder management and 9 more skills.

Peter Pallis's Current Company Details
Momentum Wealth Management - Private Wealth Advisors

Momentum Wealth Management - Private Wealth Advisors

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Senior Financial Adviser
Peter Pallis Work Experience Details
  • Momentum Wealth Management - Private Wealth Advisors
    Senior Financial Adviser
    Momentum Wealth Management - Private Wealth Advisors Jul 2024 - Present
    Greater Melbourne Area
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  • Australian Retirement Trust
    Senior Financial Planner
    Australian Retirement Trust Mar 2022 - Sep 2023
    Melbourne, Victoria, Australia
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  • First Super
    Financial Planner
    First Super Mar 2019 - Mar 2022
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  • Esssuper
    Financial Planner
    Esssuper Jul 2016 - Feb 2019
    Providing financial advice to members of ESSSuper on a true fee for service basis. Constructing Statements of Advice to meet the individual needs and objectives of our members and strategies to improve their overall financial position, focusing on retirement and leading into retirement, is our core focus. The many associated issues and regulations reflected through a variety of complex defined benefit funds are also a key component of our role. Strategies focusing on wealth creation, tax minimisation, succession planning, Centrelink, superannuation, debt reduction, insurance planning and many other finance related scenarios are covered through our service.
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  • Esssuper
    Member Education Consultant
    Esssuper Jul 2011 - Jul 2016
    Esssuper
    Specialising in providing superannuation education and general advice to our defined benefit fund members to ensure they make the most of their pre-retirement opportunities and have successful retirement outcomes. This is facilitated through personalised face to face education appointments and the delivery of an extensive member education seminar program. Initiate, develop and maintain key employer stakeholder relationships.
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  • Health Super
    Account Manager
    Health Super Jan 2006 - Jun 2011

Peter Pallis Skills

Wealth Management Retirement Planning Financial Planning Superannuation Stakeholder Management Investments Financial Advisory Risk Management Financial Services Business Development Defined Benefit Insurance Portfolio Management Customer Service

Frequently Asked Questions about Peter Pallis

What company does Peter Pallis work for?

Peter Pallis works for Momentum Wealth Management - Private Wealth Advisors

What is Peter Pallis's role at the current company?

Peter Pallis's current role is Senior Financial Adviser.

What is Peter Pallis's email address?

Peter Pallis's email address is pe****@****tra.com

What skills is Peter Pallis known for?

Peter Pallis has skills like Wealth Management, Retirement Planning, Financial Planning, Superannuation, Stakeholder Management, Investments, Financial Advisory, Risk Management, Financial Services, Business Development, Defined Benefit, Insurance.

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