About Peel Wealth
Rick Palmer
Rick is an Associate of the Financial Planning Association of Australia. He commenced his career in the industry when he was appointed as an agent for Prudential Australia in 1978. In 1987, Rick started training as a Financial Planner and was appointed an Authorised Representative of Financial Wisdom. He has resided in Rockingham since 1983.
Among a number of community groups Rick has served, he has been President of the City of Rockingham Chamber of Commerce (now known as the Rockingham Kwinana Chamber of Commerce) and Chairman of the South Coast Business Development Organisation. He currently serves on the Executive of The Cruising Yacht Club of WA and is a Director of the Rockingham Community (Bendigo) Bank.
His years of training and experience, both within the industry and in the community, grant Rick a strong understanding of the financial needs of people, particularily those who live in the Peel Region.
..................................................................................................................................
Karen
Office Manager
Karen has over 20 years administration experience in a range of different industries.
Her role at Peel Wealth is to manage the affairs of the office and is also Ricks Personal Assistant.
Karen can deal with most of clients administrative queries
..................................................................................................................................
Kath
Admin Assistant
Kath has over 12 years administration experience within the Financial Services industry.
She assists Karen with office administration and client services
..................................................................................................................................
Contact us today on 9592 3015 to plan for your future
because we care |
|
Contact details
Peel Wealth Financial Planning
6/41-43 Parkin Street
ROCKINGHAM BEACH, WA 6169
P (08) 9592 3015
F (08) 9592 3166
E rick@peronfs.com.au
W www.peelwealth.com.au |
