Peter Tratt has worked in the financial planning industry since 1999. Peter was formerly head of the South-West region of Australia for the Australian Prudential Regulation Authority (APRA) and prior to that the Insurance and Superannuation Commission (ISC).
Peter is a Fellow of CPA Australia, Senior Fellow of the Financial Services Institute of Australasia (Finsia) and has Certified Financial Planner (CFP) membership with the Financial Planning Association of Australia (FPA). He is registered as a Tax (Financial) Adviser with the Tax Practitioners Board.
Peter lectured in financial services at Melbourne University and FINSIA, was a member of the CPA’s Financial Advisory Services Centre of Excellence and was also a member of advisory committees at Victoria University and RMIT University.
Peter has completed a Bachelor of Business (Accounting) Degree and Graduate Diplomas from FINSIA in both Applied Finance and Investment, and in Financial Planning.
Peter has been awarded the CPA President’s Award for his significant contribution to the profession. He has also been honoured as a Faculty of Business and Law Legend by Victoria University.
Andrew Tratt has been in the financial planning industry since 2005.
Andrew has an extensive amount of experience in the financial services industry which enables him to provide holistic advice which is tailored to each specific individual or family.
Developing financial strategies and incorporating portfolio structuring is one area of financial advice but Andrew truly appreciates the satisfaction that his clients obtain from these financial strategies which have been developed by him but specific to themselves.
Andrew has his Masters in Financial Planning as well as completed both the Diploma of Financial Planning, and the Post Graduate in Financial Planning.
In addition, Andrew is registered as a Tax (Financial) Adviser with the Tax Practitioners Board, and he has completed a Certificate in Commercial Law and Tax for Financial Advising.
the Post Graduate in Financial Planning.
Esther Yin completed her studies at the University of Melbourne in 2019, with a Master of Management majoring in Finance.
Esther has a background in asset management, which ensures her a solid understanding of stocks, bonds and alternatives.
Past employment as an investment assistant, provided her with the skills necessary to perform asset allocation and financial analysis to clients’ portfolios.
Esther will be continuing her education pathway into a Postgraduate and Master of Financial Planning.
Esther cares about satisfying clients’ needs to accomplish their objectives. In doing this, she aims to assist clients to achieve their financial aspirations.