I offer personal client-centric financial advice to individuals across all ages and all life stages . My Objective is to deliver coherent and strategic financial advice. That matches your financial goals, objectives and interests, enabling you to make informed decisions for your financial well being. The mantra I profess is to achieve wealth. In order for you to gain the maximum benefit from the best strategies, we are also able to work closely with your Accountant, Lawyer and Employer to help you get the best outcomes with your plan and financial future. Polaris has clients in Melbourne, Regional Victoria and Interstate.
Peter Willmott - Director
Dip Financial Planning, Specialist Knowledge & Tax
Grad Cert Finance & Mortgage Management
Accredited Tax (Financial) Adviser
Grad Cert Training & Assessment (UniMelb)
Peter Willmott Director - Financial Adviser
Peter has extensive experience in the financial services industry, in 2008 Peter worked with Aussie Home Loans Broker for Polaris Financial Services which later transitioned to a independent Mortgage Advice business, offering lending solutions to Polaris Financial Services private clients. In 2014 Peter became licensed as a Financial Adviser and has been providing comprehensive financial advice to many of Polaris's private clients.