Peter Feddersen Email and Phone Number
With over 15 years in various roles in the Financial Services industry I have the knowledge, experience, and qualifications to guide you through home ownership and beyond. I have always had an interest in property and am passionate about helping others purchase their first, second or third home and invest for their future.As a member of the Finance Brokers Association of Australia Limited (FBAA) I will research all the different products for you and compare hundreds of different home loans from our extensive lending panel. Whilst in the process of making one of the most significant financial and emotional decision you’re ever likely to make, I am there to help guide, educate and support you along the way so you can make an informed decision suited to your specific needs when it comes to financing and structuring your home loan/s.Coming from a banking background I am excited by the opportunity to work outside of the big banks in a family owned and operated business that is Park Lane Advice Group.
Park Lane Advice Group
View- Website:
- parklaneadvicegroup.com.au
- Employees:
- 4
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Director And Lending Specialist At Park Lane Advice GroupPark Lane Advice Group Jul 2020 - PresentMy areas of expertise are:• Owner occupied loans• First Home Buyers• Family Guarantor home loans• Refinancing• Debt consolidation• Asset finance• Investment loans• Commercial loans• Home, land and construction loans• Bridging loans• Buying property through your Self Managed Super Fund
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Paraplanner Quality Manager / Advice CoachAnz Mar 2017 - Jul 2020• To review and assess documentation and quality of advice, and provide coaching for improvement within ANZ Wealth in accordance with the Advice Assurance Program and internal requirements.• Provide support to planners and or paraplanners and support staff in interpreting and coaching on the effective and compliant implementation of the advice standards, rules and processes.• Partner with State Managers, Practice Managers and Paraplanning team leaders to deliver programs that improve the advice process and lift overall advice quality and or quality SOA's; -
Senior ParaplannerAnz Mar 2009 - Mar 2017Melbourne, Victoria, Australia• Prepare SoAs, (including complex strategies: Home Equity Gearing, Investment Lending, Self-Managed Superannuation Funds and Business Insurance), in an efficient manner to Financial Planners that meet all Licensee, legislative and policy guidelines.• Monitor and prioritise workflow to ensure service level agreements are maintained.• Liaise with Financial Planners Australia wide providing information and guidance on recommended strategies including research, Approved product lists, alternative strategies and compliance.• Conduct Quality Review checks on SoAs of my peers with a view to improve quality of services delivered.
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Accountant & ParaplannerTrish Anglin & Associates Oct 2008 - Mar 2009• Prepare tax returns for individuals, companies, super funds and family groups.• Participate in client meetings with regards to various tax planning strategies.• Responsible for preparation of quarterly reports.• Monitor and record superannuation contributions ensuring clients contribute up to age base limits.• Prepare SoA’s.
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Strategic Financial Planning - Paraplanner And Investment AnalystGoldman Sachs Jan 2007 - Oct 2008Melbourne, Victoria, Australia• Assisted with various strategies associated with superannuation, tax planning and investment structures for private clients and high net worth individuals.• Prepared SoA’s and SoAA’s.• Liaised with accountants, insurance brokers, superannuation administrators, analysts and advisers.• Placed buy/sell orders on client's behalf ensuring all trades settled in a timely manner.• Assisted investment advisers on product placements.• Prepared product research reports for Advisers and clients.
Peter Feddersen Education Details
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Certificate Iv In Finance & Mortgage Broking -
Advanced Diploma Of Financial Services -
Accounting
Frequently Asked Questions about Peter Feddersen
What company does Peter Feddersen work for?
Peter Feddersen works for Park Lane Advice Group
What is Peter Feddersen's role at the current company?
Peter Feddersen's current role is Director and Lending Specialist at Park Lane Advice Group.
What schools did Peter Feddersen attend?
Peter Feddersen attended Aamc Training Group, Kaplan Professional, Monash University.
Who are Peter Feddersen's colleagues?
Peter Feddersen's colleagues are Jon Scukovic, Lincoln Krieger.
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Peter Feddersen
São Paulo, Brazil1yahoo.com
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