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Peter HorsfieldPeter Horsfield is an authorised representative of PATRON Financial Advice (AFSL No. 307379) and is authorised to provide you with advice in the following areas:

  • Cash flow management
  • Debt minimization strategies
  • Personal Life Insurance products
  • Superannuation Investments
  • Estate Planning Strategies
  • Managed & Direct Shares Investments

The foundations of Peter’s successful practice are built on what clients told him they wanted in a relationship with their Financial Planner. His commitment is to constantly deliver the following services to clients: Clients want us to take a professional view; however, we also respect clients’ right to choose. Assisting clients with solutions and resolutions to achieve their financial goals is key in our ongoing client/adviser relationship.


We believe the cornerstone of a professional and responsive relationship with clients is regular contact. We make time to understand our clients businesses and specific needs.  We act responsibly with our clients’ money and suggest ways to help them reduce fees. We believe this builds trust voer time.

 

As a Patron Financial Advisor, Peter’s commitment is to understand your financial affairs and provide services that help you:

  • Accumulate wealth
  • Protect your wealth
  • Plan for your retirement
  • Devise investment strategies to achieve your financial objectives

Peter's Experience

Peter has over 9 years experience advising Clients on

  • Wealth Creation Strategies, 
  • Cash Flow Management, 
  • Maximising Centrelink benefits in retirement, 
  • Personal Insurances,
  • Debt minimisation strategies, 
  • Estate Planning strategies and 
  • Superannuation. 

Qualifications

EDUCATION
 Certified Financial Planner (CFP), Diploma of Financial Advising (SIA)
MEMBERSHIPS
 Affiliated member of the Securities Institute of Australia (SIA)
 Affiliated member of the Financial Planning Association (FPA) which includes the education, examination,
experience and ethics requirements for certification as a Certified Financial Planner (CFP)

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General Advice Disclaimer & Product Disclosure Statement

The advice is General Advice Only. It has been prepared without taking into account any individuals objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.  You should obtain a Product Disclosure Statement relating to the products mentioned, and consider the statements before making any decision about whether to acquire the products. Peter Horsfield is a Certified Financial Planner (CFP), and is a Practitioner Member of The Financial Planning Association of Australia FPA. Peter Horsfield is authorized to provide advice through Patron Financial Advice Australian Financial Services  License Number 307397.
You should seek advice from a qualified professional before proceeding on (02) 84257802 or financialplanning@fmw.com.au