Peter Rambert

Background

Peter is the Head of Wealth at Liston Newton Advisory, where he leads the Wealth Management team. With over 20 years of experience in the financial planning industry, Peter specialises in providing tailored, strategic financial advice to high-net-worth individuals and their families. His expertise encompasses a broad range of services, including Portfolio Management, Risk Management, Investment Management, Wealth Accumulation, and Independent Financial Advice. He also offers guidance on key areas such as Estate Planning, Aged Care, and Insurance, ensuring his clients receive comprehensive, personalised solutions.

Peter is a Certified Financial Planner and holds a Bachelor of Music from the University of Melbourne, reflecting his diverse interests and holistic approach to life.

Outside of work, Peter enjoys spending time with his two daughters, catching up with friends, and indulging in his passion for golf (despite his self-proclaimed poor skills). He’s also an avid lover of live music, always eager to discover new sounds and experiences.

Qualifications

Certified Financial Planner, Finance and Financial Management Services (Financial Planning Association of Australia)
Life Risk Specialist, Strategic Estate Planning (Financial Planning Association of Australia)
Master of Applied Finance, Banking, Corporate, Finance, and Securities Law (Kaplan Higher Education)
Bachelor of Music (University of Melbourne)

Areas of expertise

"Respect the past, create the future."
Peter Rambert
Head of Wealth

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