Peter Kelly
National Manager - Technical Services
FAII, DipFP, SIA (Aff), Grad Cert Mgt (QUT), SSA
Peter has enjoyed many years of active involvement in all facets of the financial services industry. He is currently National Manager – Technical Services for Professional Investment Services.
In this role, Peter provides technical advice to financial advisers and accountants. Areas of expertise include superannuation, retirement planning, social security, aged care accommodation, and estate planning. He has extensive knowledge in all aspects of self-managed superannuation funds.
Peter is a regular presenter at seminars and conferences throughout Australia.
Peter holds a number of formal qualifications and professional designations including Fellow of the Australian Insurance Institute, a Diploma of Financial Planning (Deakin), is an Affiliate of the Securities Institute of Australia, and holds a Graduate Certificate in Management (QUT). Peter is also a SMSF Specialist Adviser.