Forbes Fava Saville Financial Planning (FFSFP) chief executive Cameron Forbes announced that the firm has appointed Peter Burke as senior planner.
“We are thrilled to have Peter join us,” Forbes said.
“His professionalism, experience, and genuine care for clients align perfectly with our values and commitment to delivering the highest standards of financial, lifestyle advice and ongoing service.”
Forbes highlighted that Burke comes with nearly three decades of experience under his belt, having successfully operated his own advice business for over two of those.
“Throughout his career, [Peter has] helped countless Australians improve their financial and lifestyle wellbeing through sound advice, practical strategies, and personalised coaching.”
According to FFSFP, Burke is also an expert in Department of Veterans Affairs compensation matters and has “developed a deep understanding of their needs and circumstances”, with the firm calling him one of a few advisers nationally with this skillset.
FFSFP operates from three locations – Geelong, Keilor East and Bundoora – and currently comprises a team of 20 with eight financial planners providing advice to clients.
Burke will work across all three offices in his new role, providing advice and support to clients across the group’s network.
“His extensive experience, community focus and ‘client-first’ approach make him an outstanding addition to the FFSFP team” the group said.
Forbes added: “Peter will further strengthen our long-term strategic objectives and growth aspirations by enhancing FFSFP’s capacity.
“Peter’s extensive industry knowledge, business expertise, coaching and mentoring skills will also be utilised to assist new industry entrants that join FFSFP to achieve their financial planning career aspirations.”
On his appointment, Burke stated: “I’ve long admired Cameron for his passion and dedication to all his professional, sporting and personal undertakings – especially his commitment to financial services and the benefits the industry provides to all Australians.”
The group also highlighted that Burke and Forbes’ connection extends back to the ’90s, when Burke was Forbes’ high school teacher and helped him begin his career in advice in 2004.
“I’m looking forward with much excitement to working with Cameron and the FFSFP team – and together building a future focused advice business to meet the career aspirations of new planners – as well as the wealth creation, retirement and lifestyle protection of clients in a rapidly changing and complex economy,” Burke added.
Forbes concluded: “The addition of Peter to the FFSFP team reaffirms and demonstrates our collective commitment to strategic, planned growth (not growth for growths sake) and the ongoing provision of the highest standards of professional financial advice and service”.
