Our Team

Our Team
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Peter Zgouras

CFP®, B Com (Eco/Fin), AdvDipFP (FS)

Principal Adviser & Director
Authorised Representative No. 301653

Professional Designations

  • (CFP) Certified Financial Planner – Financial Planning Association of Australia (FPA)
  • Individual Tax (Financial Adviser) – Tax Practitioners Board (TPB)

Professional Memberships

  • Financial Planners Association of Australia (FPA No. 322264)
  • Tax Practitioners Board of Australia (TPB No. 25117315)
  • Australian Financial Complaints Authority Limited (AFCA No. 56732)

Peter Zgouras

CFP®, B Com (Eco/Fin), AdvDipFP (FS)

Principal Adviser & Director

Authorised Representative No. 301653

With over 23 years in the financial planning industry I am well equipped to service my clients’ financial planning needs.

Qualifications

  • FASEA National Exam, FASEA – Financial Adviser Standards and Ethics Authority
  • Ethics & Professionalism in Financial Advice Course, KAPLAN
  • Certified Financial Planning Accreditation (FPA), Deakin University
  • Advanced Diploma of Financial Services, AMP
  • Diploma of Financial Services (Financial Planning), Integratec
  • Margin Lending and Geared Investments Course, KAPLAN
  • Self-Managed Superannuation Funds Course, KAPLAN
  • Certificate IV in Financial Services (Finance/Mortgage Broking), TMA Australia
  • Bachelor of Commerce (Economics and Finance), University of Western Sydney – Macarthur