Financial Life Planning, Building Wealth, Accounting, Protecting Yourself and Your Family, Estate Planning, Property, Thirdview, Financial Experts, Finance

Peter Foley

Owner and Financial Adviser

Peter is a Certified Financial Planner with more than 20 years in the financial services industry. After building experience with Zurich and ING, Peter started Thirdview Financial Planning in 2009, to serve his clients in a different and more customised way to the industry norm.

Peter’s approach is values driven, believing that our personal values drive our lifestyle desires, and financial management is most effective when aligned with those personal values to achieve outcomes. He couples this values approach with sound financial planning principles and technical knowledge, delivered with compassion and insight.

Peter’s tenacity and commitment have paid off with Thirdview featured in the BRW Fast Starters List in 2013, then receiving the FSP Adviser of the Year 2012/13, FSP National Practice of the Year in 2016 (2 or less advisers category) and FSP Business Excellence & Innovation Award 2018.

Peter is committed to health and fitness alongside his continuing professional development.