Adviser Profile:
Peter HoganLLB, Dip FP, SSA, SMSF Sepcialist Advisor®

Peter is located in the Help Street, Chatswood branch of Avenue Capital Management.

I have been in the Financial Service Industry for over 24 years. My qualifications and attributes include a Law Degree, a Diploma of Financial Planning and expertise in the areas of Tax, Superannuation and Self Managed Superannuation Funds (SMSFs). I am Deputy Chair and a Director of the Self Managed Superannuation Fund Professionals' Association of Australia (SPAA) and a SMSF Specialist. This experience has enabled me to assist many high net worth clients in all facets of financial planning.

Services offered

As part of my relationship with Avenue Capital Management Limited, I am able to offer the following services to my clients:

The design and implementation of comprehensive lifestyle financial planning strategies to improve your financial future, encompassing (where appropriate) concepts such as:

• Investment advice
• Ongoing portfolio review & strategic advice
• Pre & post retirement planning
• Rollover & redundancy advice
• Superannuation planning, including Self Managed Superannuation Funds advice
• Tax effective investment strategies, including gearing
• Share-broking facilities
• Estate planning advice
• Risk management & personal insurance
• Business & succession planning
• CentreLink Assistance

Products offered

The products on which I am authorised to provide advice to my clients include:

• Deposit and Payment Products (Cash Management Trusts)
• Government Debentures
• Stocks and Bonds
• Life Products - Investment Life Insurance Products (Deferred, Immediate and Allocated Annuities)
• Life Products - Life Risk Insurance Products (Life Insurance, Trauma Insurance, Total and Permanent Disability Insurance, Income Protection Insurance and Business Expense Insurance)
• Managed Investment Schemes including IDPS (Unlisted Investment Trusts, Discretionary Master Trusts/Investor Directed Portfolio Services {that offer investment in investment trusts, shares, property, cash and fixed interest securities})
• Retirement Savings Account Products
• Securities (ASX Listed Shares and Other ASX Listed Securities)
• Superannuation (Personal, Corporate & Self Managed Superannuation Funds & Allocated Pensions)