Annabelle Peters

Executive summary

Having joined BDO Private Wealth Advisers in 2020, Annabelle has a wealth of experience in assisting clients with their unique situations. Annabelle has an empathetic nature, which allows her to build strong client relationships and uncover her client’s aspirations to develop well-rounded and appropriate financial strategies.

Annabelle’s collaborative approach and diversified academic foundations means Annabelle can provide consistent clear communication, address client uncertainties, and offer guidance throughout all aspects of the advice process.

Services

• Holistic financial planning
• Investment portfolio management
• Superannuation and Retirement planning
• Wealth Protection
• Centrelink support
• Estate Planning.

Qualifications

• Bachelor of Business (Finance)
• Bachelor of Science (Environmental)
• Diploma of Financial Planning (RG146)
• Graduate Certificate in Financial Planning

Affiliations

• Member of the Financial Planning Organisation of Australia (FPA)