Peter Tsoi – Partner and Head of Acquisition.
I have nearly 2 decades of work experience in the fields of investments, banking and financial planning, before I commenced my professional journey in property investing advice and buyer’s advocacy over 3 years ago.
Straight after completing my first degree, I worked with a large financial institution and an accounting firm in the area of investment research and management accounting.
More recently, while working as a qualified Financial Planner for a decade, I helped several hundred of my clients accumulate considerable wealth through investments in shares, managed funds, properties and in SMSF.
In 2014, I was awarded the ‘Financial Planner of the year’ in my dealership group with over 600 planners nationally, in recognition of my contribution in improving life of my clients through financial advice.
From a young age I have had an interest in investments and purchased my first property in my early 20s. That investment was the best investment decision I made having experienced considerable growth in the recent years. Since then, I have added more and continue to build my portfolio.
Four years ago, I started helping and educating people in property more as a hobby. That hobby turned out to be very rewarding and has been my full-time profession for the past 3 years.
In the last couple of years, I have helped over 200 property investors add properties to their portfolio with my work focused on investment advice, property due diligence, contract preparation and execution.
Today I am fortunate enough to personally hold a sizable property and share portfolio. I believe in continued education and everyone should invest in their education especially in the area of personal finance education.
I hold the following formal qualification:
- Bachelors of Business
- Advance Diploma in Financial Planning
- Qualified Financial Planner
- Specialist qualifications in Self-Managed Superannuation (SMSF).
- Accredited financial tax adviser
- Formal Qualifications in Real Estate Servic