Our Team

Peter Holland
Director & Senior Adviser

Pete has over 13 years experience in the finance and related industries.  He has worked as a commercial lawyer, financial planner and state manager of a publicly listed trustee company. Peter has used this experience to provide advice to high net wealth individuals and people with complex issues and structures.  Peter is a member of the Financial Planning Association and is a Certified Financial Planner.  Peter has a Bachelor of Commerce, Bachelor of Laws (with Honours), Master of Laws and a Diploma of Financial Planning.

Peter is the Director and a Senior Adviser of the office.  His role is to co-ordinate the delivery of clients’ strategic plans and financial advice.  Peter sets the strategic direction of the office.

Andrew Dobson
Senior Adviser

Andrew had a variety of roles in office administration and management prior to undertaking a commerce degree, majoring in accounting and financial planning.  He has subsequently become a qualified financial planner, with experience in providing high quality strategic advice that is tailored for each client’s particular circumstances.  He particularly enjoys developing close working relationship with clients at various stages of life and seeing people develop their financial strength and go on to enjoy their retirement.

Andrew has a Bachelor of Commerce, a Bachelor of Arts and is a member of the Financial Planning Association.  He is also currently undertaking the Certified Financial Planner accreditation programme.

Andrew is a Senior Adviser and his role involves developing and delivering strategic financial plans for clients and assisting in the implementation of the advice provided.