Dream
Believe
Achieve
Entire Financial Management has been operating from Queensland’s Sunshine Coast for over 25 years and continues to service a loyal following of clients which continues to grow.
Here you will find a friendly team of dedicated financial planning professionals ready to help you achieve your lifestyle objectives.
Let us take care of the complicated stuff so you can focus on life. Please contact us to arrange an appointment.
Peter started in the Financial Planning industry on the Sunshine Coast over 26 years ago assisting clients with their personal insurance and superannuation requirements, including strategies for long term wealth creation through to retirement and beyond.
Peter is authorised to provide advice in the following areas:
Peter is an authorised representative of Matrix Planning Solutions Limited, ABN 45 087 470 200, AFS & ACL Licence No. 238256
Peter takes a keen interest in AFL, is an avid supporter of Collingwood (Magpies), and has been involved with the Maroochydore Roos AFL Football Club since 1983 as a player and coach, and continues his participation to date.
Karen has played an active role in the Financial Services industry on the Sunshine Coast since 2005. Karen’s areas of expertise include financial planning, business and practice management, client assistance and public relations.
Karen is authorised to provide advice in the following areas:
Karen is an authorised representative of Matrix Planning Solutions Limited, ABN 45 087 470 200, AFS & ACL Licence No. 238256
Outside of work, Karen enjoys spending time with her family and friends and playing a little golf.
Megan is our newest member to the Entire team, having joined in March 2015, and brings with her a wealth of knowledge and experience spanning 10 years in the Financial Planning Industry. Megan is your first point of contact and is also our administrative support, who assists in developing strategies and producing client advice documents. Megan is married to Mitch and outside of work enjoys a weekend camping getaway with her family and friends.
Entire Financial Management is a Corporate Authorised Representative of Matrix Planning Solutions Limited AFSL/ACL No: 238256 ABN: 45 087 470 200. Matrix Planning Solutions Limited is an Australian Financial Services Licensee (AFSL) & Credit Licensee (ACL) with over 100 financial planners throughout Australia. Matrix is owned by ClearView, an Australian owned company, listed on the ASX.
Entire Financial Management (ABN: 17 063 603 029) is a Corporate Authorised Representative of Matrix Planning Solutions Limited AFSL/ACL No: 238256 ABN: 45 087 470 200
Copyright © 2014 Entire Financial Management Pty Ltd
"Majorca Isle" 27 Sixth Avenue
Cotton Tree QLD 4558
PO Box 3
Cotton Tree QLD 4558
AUSTRALIA
07 5443 8008
Contact us by email