Peter Stevenson Cfp®

Peter Stevenson Cfp® Email and Phone Number

Private Wealth Strategy Specialist | Certified Financial Planner | Business Growth by Acquisition | Helping Australians build wealth, achieve financial goals and create a lasting legacy @ Signate Private Wealth
varsity lakes, queensland, australia
Peter Stevenson Cfp®'s Location
Queensland, Australia, Australia
Peter Stevenson Cfp®'s Contact Details

Peter Stevenson Cfp® work email

Peter Stevenson Cfp® personal email

n/a
About Peter Stevenson Cfp®

Hi, Peter Stevenson here, specialising in private wealth management, financial planning and business growth by acquisition.As Managing Director and Practice Principal at Signate Private Wealth, I lead one of Australia's fastest-growing independent private wealth practices.You can’t trust just anyone to advise you on how to achieve your financial goals and create the wealth required for the lifestyle you want.Over more than two decades, I’ve had the privilege of doing exactly that for hundreds of wealthy Australians.My entire career has had one single-minded purpose - helping clients build wealth and manage their money effectively to create a lifestyle and a lasting legacy.Starting in Westpac at a young age, I became a Financial Planner at the age of 18, winning multiple awards for Financial Planner of the Year, and I haven’t looked back since.Building on that early foundation, I’ve acquired the credentials you would expect of someone passionately committed to the wealth management industry, including earning a Master of Applied Finance degree and Certified Financial Planner.My experience as a financial planner has revealed that people who generate substantial wealth often run into the same three challenges:Growing and managing wealth can be stressfulThere are many variables which can be difficult to controlPoor or non-existent forward planningSo in each of the businesses I’ve worked in and founded, most recently Signate Private Wealth, my core focus has always been to deliver three simple outcomes💲Lower stress💲Control over all aspects of wealth-building💲A robust plan designed to achieve individual financial goalsWhether it’s superannuation, tax, insurance, or investments the services my team and I at Signate cover every conceivable aspect of Private Wealth Management. We make the complex simple.Wealth management will always be our core business and now we’re expanding our horizons in a new direction as well. Growth by acquisition.Signate Private Wealth is growing fast and we’re keen to collaborate with others in this industry who want to share in that growth. We are committed to helping the owners of financial planning and private wealth businesses who want to grow, enjoy the benefits of being part of a larger business, create a succession plan or achieve a seamless exit.Interested in a conversation about how Signate Private Wealth could help you achieve your personal financial goals or your business exit strategy? Reach out and let’s talk.

Peter Stevenson Cfp®'s Current Company Details
Signate Private Wealth

Signate Private Wealth

View
Private Wealth Strategy Specialist | Certified Financial Planner | Business Growth by Acquisition | Helping Australians build wealth, achieve financial goals and create a lasting legacy
varsity lakes, queensland, australia
Employees:
17
Peter Stevenson Cfp® Work Experience Details
  • Signate Private Wealth
    Private Wealth Strategy Specialist
    Signate Private Wealth Jul 2020 - Present
    Gold Coast, Queensland, Australia
    Signate Private Wealth is driven by a determination to help our clients achieve three key wealth management outcomes: Stress Less. Take Control. Plan Ahead.We are driven by a set of core values that underpin every decision and action:Excellence.Commitment to delivering on planned outcomes and first-class service to our clients.Integrity in all our decisions and actions.Team Work – we respect everyone’s opinion and we all contribute to make sure that our clients receive… Show more Signate Private Wealth is driven by a determination to help our clients achieve three key wealth management outcomes: Stress Less. Take Control. Plan Ahead.We are driven by a set of core values that underpin every decision and action:Excellence.Commitment to delivering on planned outcomes and first-class service to our clients.Integrity in all our decisions and actions.Team Work – we respect everyone’s opinion and we all contribute to make sure that our clients receive the highest level of service.Honesty in all our interactions with our clients, our team and stakeholders.Innovation, constantly looking to expand potential when it comes to service.Relationships, creating and maintaining trust within our long-lasting relationships with our clients and our team.Results – we strive to assist our clients to maximise the results that they strive for.Empathy - we relate to our clients and each other as if they are our family.We deliver expert strategies that cover every aspect of financial planning and wealth management including:💲 Superannuation💲 Risk Advice💲 Estate Planning💲 Loans💲 Cash Flow Management💲 Investing💲 BookkeepingWe’re known as a safe pair of hands, with industry-leading expertise and a commitment to building long-term relationships.In addition, we are acquisition specialists, with a proven track record of acquiring businesses in part or full and successfully transitioning them seamlessly, ensuring that both parties benefit from the transaction.Want to know more? Follow us or get in touch via the Contact page on our website. Show less
  • Sterling Private Wealth
    Practice Principal And Certified Financial Planner
    Sterling Private Wealth Apr 2015 - Jul 2020
    Gold Coast
  • Miq Private Wealth
    Practice Principal | Certified Financial Planner, Magnitude Financial Planning
    Miq Private Wealth Oct 2008 - Apr 2015
    Brisbane, Australia
    MiQ was founded in 2006 by four planners with a passion for helping Australians achieve financial well-being.A wholly Australian-owned, unlisted public company, MiQ were the first office of Magnitude Authorised Representatives in Australia, and now operates offices across SEQ, WA, NSW and ACT.My key role was to oversee growth of the network with the CEO and Board. My roles included Director & Chairman of the Company.
  • Westpac
    Senior Financial Planner
    Westpac Jan 2000 - Sep 2008
    I commenced my career with Westpac as a Teller moving into Customer Service. I became a Financial Planner at 18 and won multiple awards for Financial Planner of the Year. I purchased clients from WBC and moved into self-employment under MiQ model in 2008.

Peter Stevenson Cfp® Skills

Wealth Superannuation Wealth Management Income Protection Investment Strategies Financial Planning Retirement Planning Portfolio Management Financial Advisory Wealth Accumulation Strategic Financial Planning Investments Pensions Retirement Banking Life Insurance Mortgage Lending Insurance Equities Asset Allocation Estate Planning Certified Financial Planner Wealth Management Services Investment Management Financial Services Mortgage Financial Risk

Peter Stevenson Cfp® Education Details

Frequently Asked Questions about Peter Stevenson Cfp®

What company does Peter Stevenson Cfp® work for?

Peter Stevenson Cfp® works for Signate Private Wealth

What is Peter Stevenson Cfp®'s role at the current company?

Peter Stevenson Cfp®'s current role is Private Wealth Strategy Specialist | Certified Financial Planner | Business Growth by Acquisition | Helping Australians build wealth, achieve financial goals and create a lasting legacy.

What is Peter Stevenson Cfp®'s email address?

Peter Stevenson Cfp®'s email address is pe****@****.com.au

What schools did Peter Stevenson Cfp® attend?

Peter Stevenson Cfp® attended Kaplan Professional, Palm Beach Currumbin State High.

What skills is Peter Stevenson Cfp® known for?

Peter Stevenson Cfp® has skills like Wealth, Superannuation, Wealth Management, Income Protection, Investment Strategies, Financial Planning, Retirement Planning, Portfolio Management, Financial Advisory, Wealth Accumulation, Strategic Financial Planning, Investments.

Who are Peter Stevenson Cfp®'s colleagues?

Peter Stevenson Cfp®'s colleagues are Craig Abela Afp®, Jessica Just, David Layton, Christopher Kennedy, Ross Potter, Taya Kaslik, Luke Butcher.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.