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Peter O'Malley
Peter O’Malley is Future Wealth Groups Director and Senior Financial Adviser. Peter is a passionate and dedicated Financial Adviser who is committed to providing all his clients with security andconfidence throughout the many stages of life has to offer.
Peters Bio
Peter is a specialised Adviser in Self – Managed Superannuation Funds and offers advice and consultation in the following areas: Financial Advice and planning; Superannuation; Portfolio construction; Personal and Business insurance; Estate planning and Asset Protection; Leveraged Investments and Margin lending; Budgeting and Cash flow management; Small Business Advice; Retirement planning and Aged Care.
Background
Peter obtained a Master of Financial Planning from the University of New South Wales and holds the Self – Managed Superannuation fund specialist accreditation with the SMSF Association of Australia. He also graduated with a Bachelor of Commerce from Macquarie University where he was awarded the Deans Excellence in International Business and Marketing.
Accreditations
Peter obtained a Master of Financial Planning from the University of New South Wales and holds the Self – Managed Superannuation fund specialist accreditation with the SMSF Association of Australia. He also graduated with a Bachelor of Commerce from Macquarie University where he was awarded the Deans Excellence in International Business and Marketing.
More Info
Prior to commencing Future Wealth Group, a boutique private wealth firm, Peter held roles at Hillross Financial Services, AMP Financial Planning and Mawson Investment Management where he gained extensive experience across all sectors of Finance and Financial Planning.
Outside of work, Peter enjoys spending time with his family and friends, travelling, golf and walking
his Rhodesian Ridgeback Jaffa.
