Wealth Planning Professionals Pty Ltd
Innovation House, Suite 8,50 Mawson Lakes Boulevard, Mawson Lakes, SA, 5095
phone 08 8260 2687 emailinfo@wealthplanningprofessionals.com.au languagehttps://wealthplanningprofessionals.com.au
Our office is located in Innovation House which is located at 50 Mawson Lakes Boulevard, Mawson Lakes with plenty of off-street parking for client convenience. Wealth Planning Professionals Pty Ltd is a family business that has been operating in the financial planning industry for the last 20 years. We strive to deliver financial solutions tailored to meet the specific needs and objectives of our clients with a commitment to quality ongoing service and support. As a family business we offer a professional and caring approach to financial planning, backed by uncompromising integrity and extensive knowledge and experience in the industry. Let us help create a financially secure and prosperous future for you and your loved ones.
Request a callback Book an appointmentOur team
Kristie Peters
Director /Financial Adviser
ContactKristie has been providing financial advice to clients since 1996 and works closely with her husband Shane in providing financial solutions to meet the specific needs and objectives of their clients. She is also an active member of the Financial Planning Association.