Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.
It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.
Peter Robert Banicevic
Director and Financial Planner
Peter Banicevic – Director & Financial Adviser
BComm, GDip Fin Planning (Kaplan)
Authorised Representative (ASIC 330835)
Peter, is our fulltime financial planner and is dedicated to providing advice to clients to improve their financial futures. He has been providing advice to clients since 2008.
Financial advice is more than just investments, it’s more about having the right strategies in place to achieve your financial and lifestyle goals. And with a financial “coach” in you corner, you will make better financial decisions whichever stage of life you are at.
His approach blends the common sense, is easy to understand and focuses on client goals to achieve results for clients.
In 2008, Peter became an authorised representative of Count Financial Limited. In 2012, Peter is was an authorised representative of Securitor, which is part of the BT/Westpac group.
In August 2015, Peter become licensed via Dover Financial Advisers Pty Ltd. And currently since July 2018, Peter is licensed by Lifespan Financial Planning Pty Ltd.
Peter is authorized to provide advice on:
- Superannuation & Pension Funds
- Self Managed Super Funds
- Retirement savings products
- Personal Insurance products
- Margin Lending
- Managed Investments
And also provides advice in regards to:
- Centrelink matters
- Aged care financial costs and requirements
- Arranges Equipment finance and home loans via our partnerships with lending managers to get the best outcomes for our clients.
Peter obtained a Bachelor of Commerce from the University of NSW in 1993, and has a Graduate Diploma in Finance and Investment from Kaplan (previously the Securities Institute) and a Graduate Diploma in Financial Planning with Kaplan (2010).
He has worked with financial planners and their clients in his previous roles with Ord Minnett, Leveraged Equities & Adelaide Bank largely in customer service and business development. He has worked in the finance industry since 1993.
Peter in his spare time likes to spend time with his young family but also likes yoga, listening to kirtan music and sports.
Peter’s philosophy is, "You work to live, not live to work so live more simply and think about the higher more important things in life." Email Peter: firstname.lastname@example.org
Peter Robert Banicevic is an authorised representative (330835) of Lifespan Financial Planning Pty Ltd (AFSL 229892).