Meet Peter Gallagher

I am committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.

My advice services are based on:

  • helping everyday Australians enjoy their retirement, either now or when they ultimately retire
  • regular reviews and meetings with my clients, ensuring the financial strategies and investment portfolios remain fresh
  • pro-active management of clients' portfolios in alignment with the intelligence and recommendations provided by Bridges Research.

I have worked in the financial services industry since 1988 and have been a financial planner since 2003.

I have completed the Advanced Diploma of Financial Planning and the Diploma of Superannuation Management from the Association of Superannuation Funds of Australia.

As an Authorised Representative of Bridges, I assist clients in the areas of:

  • tax-effective investment strategies
  • superannuation strategies
  • retirement planning
  • centrelink entitlements
  • stockbroking
  • salary packaging
  • life insurance (life, TPD, trauma, income protection, business expenses)
  • estate planning.

I am backed by a team of leading research analysts and my clients have access to a range of leading Australian and international fund managers as well as listed investments.

Bridges Wollongong City Financial planning team

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