2005 -
2008 Financial Adviser @ Various Boutique Advisory firms
2003 -
2005 Adviser Consultant @
Peter Alvarez Education
Financial Services Institute of Australia
Post Graduate Diploma (Financial Planning)
2005
-
2008
Financial Planning Association of Australia
Diploma (Financial Services (Financial Planning))
2003
-
2004
Western Sydney University
Bachelor (Applied Finance)
1999
-
2001
Peter Alvarez Skills
Tax
Shares
Physicians
Wealth
Strategic Financial Planning
Wealth Management
Retirement Planning
Investment Strategies
Superannuation
Investments
Financial Advisory
Portfolio Management
Insurance
Small Business
Finance
Mutual Funds
Financial Planning
Funding
Strategy
Research
Customer Service
Leadership
Peter Alvarez Summary
Peter Alvarez, based in Sydney, NSW, AU, is currently a Director and Financial Adviser at Navigate Wealth. Peter Alvarez brings experience from previous roles at Navigate Property, Various Boutique Advisory firms and Colonial First State. Peter Alvarez holds a 2005 - 2008 Post Graduate Diploma in Financial Planning @ Financial Services Institute of Australia. With a robust skill set that includes Tax, Shares, Physicians, Wealth, Strategic Financial Planning and more. Peter Alvarez has 1 emails on RocketReach.
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