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About Peter Horsfield SMART Advice
Peter Horsfield has provided individual tailored solutions to individuals from 1998. Achieving Certified Financial Planning designation in 2003. The CFP certification is the highest level of certification that a financial planner can achieve. Internationally recognised, the CFP marks represent standards of excellence and demonstrates to the public and peers, his commitment to financial planning. In 2005 Peter was appointed Managing Director of FMW Financial Planning and grew the business to become recognised as National Advisory Practice of the Year. 2007, 2008 & 2010. Peter expanded his business to cairns in April 2015 with Infocus Money Management Peter's goal is to deliver both tailored and effective advice for individuals with inbuilt flexibility and value. Peter brings with him a wealth of academic and business achievements and experience in creating a unique and best advice business model that put client's interests first. Certified Financial Planner (FPA Member) since 2003 Self Managed Superannuation Fund Specialist (SPAA Member) since 2009 Diploma Financial Advice (SIA Member) since 1999 Founder FMW Financial Planning Pty 2005 Financial Services since 1998 Trusted Advisor (Values Based Financial Planning) 2010
Products
Superannuation
Insurance
Investments
Cash Flow
Debt Reduction
Age Pension
Services
Superannuation consolidation
Investment advice and implementation
Insurance advice and implementation
Centrelink advice
Estate planning advice
Personal lending advice
General taxation advice
Strategy Advice
Retirement Planning
Cash Management
Debt Management
Investment Advice
Tax Management
Life Insurance
Age pension
SMSF
Reviews
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Licences
Infocus Securities Australia Pty Ltd AFSL and ACL No. 236523.
FPA 025434