Certified Financial Planner (Finance and Financial Management Services)
Financial Planning Association of Australia
Life Risk Specialist (Strategic Estate Planning)
Kaplan Higher Education
Master of Applied Finance (Banking, Corporate, Finance, and Securities Law)
University of Melbourne
Bachelor of Music (Music)
Mentor Education
Aged and Disability Care Specialist Adviser (ADCSA) (Aged and Disability Care)
2019
Peter Rambert's Skills
Superannuation
Investment Management
Estate Planning
Trustee Investments
Intergenerational Wealth Transfer
Independent Financial Advice
Wealth Accumulation Strategies
High Net Worth Individuals
Wealth Management
Financial Services
Peter Rambert's Summary
Peter Rambert, based in Melbourne, VIC, AU, is currently a Senior Financial Adviser at Australian Unity Wealth, bringing experience from previous roles at Perpetual Limited and The Trust Company (now part of Perpetual). Peter Rambert holds a Certified Financial Planner in Finance and Financial Management Services @ Financial Planning Association of Australia. With a robust skill set that includes Superannuation, Investment Management, Estate Planning, Trustee Investments, Intergenerational Wealth Transfer and more, Peter Rambert contributes valuable insights to the industry. Peter Rambert has 4 emails and 1 mobile phone number on RocketReach.