Peter Lanham

Background

About Peter Lanham

Strategic thinking financial advisor with over 30 years experience in tax, accounting, corporate, and financial advising. Founder and Chief Executive Officer of Lanham Financial Advice Pty Limited, we have held our own Australian Financial Services Licence since Peter’s expertise is with applying holistic wealth planning strategies to enable clients to retire successfully. His specialty is analysing a client’s financial situation, projecting where they will be at retirement, determining any shortfall, and then providing recommendations and monitoring to enable clients to reach their strategic retirement target. Peter attained his Bachelor of Commerce (Major in Accountancy) in 1982 and completed a Diploma of Financial Planning in 1996. He has been a Certified Practicing Accountant since 1987, a Certified Financial Planner since 1997, and in 2010 attained the qualification of Certified Financial Strategist. Peter studied Global Economics at Harvard Business School in 2011, an achievement he rates most highly in his business career. Peter is heavily involved in Legacy, a charity providing services to Australian families suffering after the injury or death of a spouse or parent, during or after their defence force service. He organises and MCs a regular luncheon to raise funds to ensure that every Legacy child is able to attend their annual Christmas holiday camp at Moss Vale. He provides financial advice to a group of young war widows which is highly valued by Legacy and Veteran Affairs. In addition to the longevity of Peter’s business, his professional reputation, and high level of integrity are two personal aspects of which he is most proud.