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Peter Foley


Thirdview Financial Planning Pty Ltd

Peter is aCERTIFIED FINANCIAL PLANNER® with more than 20 years in the financial services industry gaining his experience with Zurich and ING. Peter started Thirdview Financial Planning Pty Ltd in 2009, to serve his clients in a different and more customised way to the industry norm. Peter’s approach is clearly values driven, believing that our values drive our lifestyle desires, and financial management is most effective when aligned with those personal values to achieve outcomes. He couples the values approach with sound financial planning principles and technical knowledge, delivered with compassion and insight. 

His tenacity and commitment have paid off with Thirdview FP featured in the BRW Fast Starters List in 2013 and receiving the FSP Adviser of the Year 2012 and FSP National Practice of the Year (2 or less advisers) in 2016 with continuing strong growth coming into this year.

Pete is committed to health and fitness alongside his continuing professional development and lives in Sydney with his wife and two boys.