Financial Planning & Succession Pty Ltd
Peter Fysh, Principal
After a successful career in the Financial Services industry, working for some of the larger companies, Peter established Financial Planning & Succession Pty Ltd in 2008, to assist Financial Planning businesses with their succession plans.
Having worked with advisers for many years, Peter understands the issues that they face in running a business, and what they will need to consider to implement a succession plan that ensures all related parties are included in it. This includes the clients, shareholders and staff.
Peter is well regarded in the industry, and given his understanding of the planning industry, is well placed to assist Principals with their succession plans.
Peter holds a Bachelor of Business, and is an active participant with industry bodies such as the FPA and AFA. He was a speaker at the 2009 FPA National Conference in Melbourne, and regularly speaks at industry workshops.