Peter Carey

Located in Brisbane

Works at Shape Advisory

Location

Company name

Year's Experience

Brisbane

Shape Advisory

20

on Shape Advisory's website

About

Peter specialises in working with: High Net Worth clients; Self-Managed Super Funds (SMSFs); those with multi-generational strategy requirements; investment portfolio management; and protecting clients’ financial wellbeing.

He is passionate about helping clients work towards their financial goals and also educating clients along their financial journey.

Services

– Retirement Planning
– Wealth Creation
– Superannuation
– SMSFs
– Estate Planning

Key information

Highest qualification 

Diploma of Financial Services, Diploma of Business Management, Graduate Certificate of Finance

Industry membership

AFA

Indicative Fees

Limited Advice

Initial consultation (30 minutes) is at no cost. If comprehensive advice is required, a Fee Proposal will be sent after this meeting.

Comprehensive Advice

Our fees do range depending on circumstances.

Details

Most families with little complexity in their entity structuring would see their initial advice fees between $3,000 and $6,000

Location

Want to learn more?

Peter is committed to helping you reach your financial goals