Financial Adviser Sydney provides high quality financial advice to help professionals realise their financial potential and fulfil their goals. Our advisors are committed to mentoring our clients on their wealth creation journey by investing in long-term relationships.

We’re independently owned and licensed

Unlike most Financial Advisers, we’re not owned or operated by a major bank or financial institution’s Financial Services License. We have our own Australian Financial Services Licence (332417) and we’re privately owned by our senior staff. That means that our interests are entirely aligned with our clients’ long-term success.

We work hard to make you succeed

Peter Alvarez, the founder and director of Financial Adviser Sydney, has been advising clients for more than 10 years. Peter established his practice to give people the best possible outcomes; he believes that the only way to succeed is to make his clients succeed.

Our experts are accredited and qualified

Peter holds a Bachelor degree in Applied Finance/Economics and a postgraduate Diploma in Financial Planning. He is an accredited self managed super fund (SMSF) Specialist Advisor ™ by the SMSF Association of Australia, and a Licensed Property Buyer’s Advocate.
Visit Peter on LinkedIn to read more.

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