Bringelly, NSW, 2556
Peak is a privately owned boutique financial services firm. Our effective and efficient business structure is designed to provide each individual client with unique, detailed and quality advice. We have built our service offerings to ensure that it is in the best interest of our clients.Request a callback Book an appointment
I have always played an integral part of award winning financial planning firms, and this has sparked my ambition to begin my own business and provide personalised and quality advice to my own clients. My passion for finance along with my enjoyment of speaking with people has got me hooked on the profession. To see my clients achieve their goals and aspirations is the most rewarding aspect of my job.
Throughout my successful career, I have worked collaboratively with other professionals such as accountants, lawyers, stock brokers and mortgage brokers. This has provided me with ample knowledge to identify and manage the gaps in my client’s situations.I have been nominated in several industry specific awards including the Association of Financial Advisers (AFA) ‘Rising Star Award’ in 2017 and 2018. I always aim to be providing the best advice and service possible for my clients.Contact