Your Financial Planners

Andrew Peters

Andrew Peters Financial Advisor

Experience:

Andrew has worked in the financial services industry for over 20 years, for a number of multinational organisations, primarily assisting senior Executives with their superannuation, cashflow and risk management. Andrew operates within an extensive network of referral partners to utilise their skills in tax advice, business structuring, legal advice in employment and family issues, estate planning and mortgage and debt facilities.

Andrew and his team are committed to providing ongoing advice for their clients (and families) in a pro-active fashion. Andrew was recently a member of an advisory board to one of Australia’s leading investment houses and acted in the capacity as an external advisor.

Special Interests:

Andrew is a keen golfer and active in many other sports. This activity and his family take up most of his weekends.

Qualifications:

Certified Financial Planner (CFP)
Diploma of Financial Planning (Deakin University)
Bachelor of Education (Victoria University)

Professional Memberships:

Andrew is a Member of the Financial Planning Association and abides by its code of ethics.

Tracey Pace

Tracey Pace - Financial Advisor

Experience:

Tracey began her career in the financial services industry more than 15 years ago, whilst completing the final stages of her planning studies at RMIT.  She has gained a wide range of experience having worked in two practices with very different approaches to the provision of financial advice.

Today, Tracey is actively responsible for the development and implementation of strategies which include cashflow management, risk insurance, superannuation, and retirement income streams. Tracey’s time is also spent exploring new strategies which can be implemented to assist our clients to achieve their personal financial objectives.

Special Interests:

Tracey enjoys spending time with her husband and two young children, reading and watching her beloved Carlton Blues.

Qualifications:

Certified Financial Planner (CFP)
Bachelor of Business- Financial Planning (RMIT)

Professional Memberships:

Tracey is a Member of the Financial Planning Association and abides by its code of ethics.

Brett Rowe

 

Experience:

Brett has over 15 years of experience within the Financial Services Industry, with the majority of this time spent working for a large and mid-sized wealth management firm. In April 2017, Brett joined Semaphore Private as an Adviser. Brett is passionate about providing comprehensive, holistic financial advice together with building relationships with clients that are based on trust. His main goal with advice delivery to put every client in a better position than they were in before they met.

Professional specialties include: Wealth Creation strategies, Wealth Preservation, Superannuation including Self-Managed Superannuation Funds (SMSF), Retirement Income Streams, Retirement strategies and Investment advice.

Special Interests:

Outside of work, Brett enjoys outdoor activities that typically involve time spent around Victoria’s coastal and marine environment. Weekends often involve surfing somewhere along the Bellarine Peninsular, or occasionally you might find him around the bayside areas, scuba diving in Port Phillip Bay.

Qualifications:

Certified Financial Planner (CFP)
Bachelor of Business- Financial Planning (RMIT)

Professional Memberships:

Brett is a Member of the Financial Planning Association and abides by its code of ethics.