I became determined to break the cycle of financial instability

Procrastination
Doubt
Old habits
Self Sabotage
Information paralysis
Confusing regulation
Conflicts of interest
Time limitations

my key skill is helping people overcome obstacles such as:

Trustworthy
Knowledgeable
Understanding
Attentive
Caring
Timely
Efficient

my clients describe me as:

Peter Walsh is a qualified financial planner with over 14 years experience. He has a passion for the finance industry and helping his clients achieve their goals and getting their financial future heading into the right direction. He has graduated with an Advanced Diploma of Financial Planning through Kaplan Education and regularly undertakes further study to stay on top of the industry's continually changing business environment and regulations. Peter Walsh founded My Plan Financial in February 2013 to share his experiences and knowledge with his clients in the Northern Beaches of Sydney and prove himself as a young entrepreneur. 

I want to be known for building an ethical and sustainable business model. One where clients best interest is truly our focus and the staff are given opportunity and treated with respect.

Learning that our potential for financial prosperity had been within reach, yet remained elusive, I became determined to break the cycle of financial instability. Armed with the lessons learned from my upbringing, I set out on a mission to empower individuals and families with the tools to make informed financial decisions.