Paraplanner - SMSF
B.Bus.FinPlanTel 03 8677 0688
I’m better known as Peewee, especially since there are two Peter / Peta’s in the office. I’m busy in the background helping to make sure that the SMSF side of the business runs well, questions answered and the Statement of Advice documents written.
Over the years’, as with many people, my goals and dreams change and hopefully one day I’ll have a nice investment portfolio and be self-sufficient, maybe even retire down by a lake with my fishing rod in hand. The desire to achieve my own goals makes it even more satisfying when I help clients achieve theirs, it is definitely an added bonus of my job.
Being part of a fun, vibrant, professional and hardworking team has made working at JBS Financial a great achievement.