Platinum Private Wealth is a diversified financial planning business with its office based on the Gold Coast in Queensland, Australia. Our philosophy is to create a stress free environment for our clients and equip them with knowledge and an expert strategy to reach their financial goals.
We pride ourselves on our advisers and support staff having years of experience in helping clients and creating specialised financial plans tailored to their individual needs.
As an Authorised Representative of MyPlanner Professional Services Pty Ltd AFSL 425542, we have access to a large range of product providers. This allows us to operate nationally and offer our clients the very best advice for their situation.
Our message to current and potential clients is that talking to us will help you take control of your financial future and maximise your potential.
About our Team
Managing Director – ASIC Authorised Representative 439586
Diploma Financial Planning, Diploma Finance & Mortgage Broking
Peter McNamara is our head adviser and owner of Platinum Private Wealth. Peter has been involved in the financial services industry for over 25 years and has a strong understanding of all types of client situations. Peter is also a qualified mortgage broker and licensed real estate agent, so his expertise in these areas allows him to provide knowledge and advice on property purchases within Australia.
Diploma Financial Planning
Kelly Harris is our Practice Manager and has extensive experience within the financial services industry. She draws on her years of experience to provide each of our clients with individualised service to suit their needs. She is passionate about providing great customer service to clients and aims to make the process as smooth as possible to ensure a hassle-free experience.
Kim McNamara is the Compliance Manager for the business, overseeing all aspects from general administration to planning guidelines and compliance. Kim is an integral part of our team and has been working in the industry for a number of years. Kim combines her strong administration skills with her experience and knowledge of the financial planning process, to deliver prompt service and attend to the needs of our clients.
What we do that is different
Platinum Private Wealth can help you better manage your financial situation. We have comprehensive and up-to-date knowledge of products, services and markets, which means we can provide you with the very best advice for your needs. We take the hassle and time out of researching products and services and provide you with succinct recommendations to improve your position.
We then carefully manage the implementation of your new financial plan, taking care of paperwork, applications and setups. Every Platinum Private Wealth client is a priority to us and we continue to review your progress annually, or as necessary, to ensure that you stay on track to reach your goals and also to search for further opportunities to increase your wealth.
To discuss your situation and see how a professional financial advice can help you, make an appointment to speak to a Platinum Private Wealth adviser today.TALK TO A FINANCIAL ADVISER