Annabelle Peters

Executive summary

Annabelle is an Associate Wealth Adviser in BDO's Private Wealth team in Brisbane. She has significant experience assisting clients with their unique situations. Annabelle's empathetic nature allows her to build strong relationships, discover her clients' aspirations, and develop well-rounded and appropriate financial strategies.

Her collaborative approach and diverse qualifications mean she can provide clear and consistent communication, address client uncertainties, and offer guidance throughout all aspects of the advisory process.

Annabelle joined BDO in 2020.

Expertise

• Holistic financial planning
• Investment portfolio management
• Superannuation and retirement planning
• Wealth protection
• Estate planning

Qualifications and affiliations

• Bachelor of Business (Finance)
• Bachelor of Science (Environmental)
• Diploma of Financial Planning (RG146)
• Graduate Certificate in Financial Planning
• Member, Financial Planning Association of Australia (FPA)