Peter HigginsGeneral Manager/ Private Wealth Adviser
Peter is a highly valued member of the Lifetime Financial Planning team – he is also the practice General Manager. He joined the Lifetime group originally in 2007 after completing his degree at ACU. As Practice General Manager Peter is responsible for the interface between our Client Service team, the Financial Planners and our clients.
Peter always had his sights set on joining the financial services industry. After Year 12 he completed a Bachelor of Business majoring in financial services / financial planning, and joined Lifetime soon after. Peter has become an expert in producing forward forecasts of client cash flow, asset positions and net worth. Those forecasts are an integral part of our financial planning offer to our clients’. Peter can help you manage and build your wealth – whether that is in super, or assets outside super. Peter believes like all our staff believe – that while all our clients have different needs- one thing is common; having a disciplined, structured and monitored approach to managing your financial affairs pays bid dividends – and structured support is exactly what Peter offers to clients’.
- Dip FA – Peter has completed the Advanced Diploma of Financial Advising through Kaplan
- B Bus ( Fin Services ) – Peter completed a Bachelor of Business at ACU majoring in financial services
- M Fin An ( UNSW ) – Peter has recently completed a Master Degree in Financial Analysis at UNSW
Peter is an Authorised Representative. Click here to download Peter’s Adviser Profile