Menu

The MPR Strategic Wealth team  

1 - Peter Wilson

 

 


Peter Wilson - Principal Adviser

Peter is an accomplished financial planner and business manager with over 30 years of practical experience.

Along with a thorough understanding of financial planning issues, Peter brings a broad business perspective to the development of financial plans for business owners, executives, professionals, expatriates and retirees.

Peter also specialises in Self Managed Superannuation Funds (SMSFs), family trusts and contingency management (risk and estate planning), which allows him to provide expert advice on these investment structures and important issues both within and outside Australia

His professional accomplishments include:

  • Assisting clients to navigate the complexities of their business and personal financial situations, enabling informed and effective decision-making
  • Providing and managing the implementation of easy to understand solutions that deliver a more secure financial future and peace of mind through the wealth accumulation into the retirement phase of life
  • Identifying, and co-ordinating with the right professionals to deliver seamless and effective outcomes for clients
  • CERTIFIED FINANCIAL PLANNERTM practitioner member of the Financial Planning Association
  • Accredited as a SMSF Specialist AdvisorTM through the SPAA Association
  • 'Quality Advice' accredited under the Godfrey Pembroke licensee framework

 

2 - Adrian Vidotto

 

 


Adrian Vidotto -  Senior Adviser

With over 10 years of experience in the financial services industry, Adrian has worked closely with clients to provide solutions based in Australia and around the globe. A highly skilled technical specialist, Adrian is adept at dealing with complex client issues.

His professional accomplishments include:

  • Working closely with clients in the design and implementation of their financial strategies, ensuring they remain informed and in control
  • Co-ordinating a team of highly qualified technical specialists in meeting and exceeding client's expectations
  • Adept at distilling investment market and related legislative information and assisting clients to understand the impacts on their business and personal situation
  • CERTIFIED FINANCIAL PLANNER Practitioner member of the Financial Planning Association
  • 'Quality Advice' accredited under the Godfrey Pembroke licensee framework.

3 - Tristan Lloyd

 

 


Tristan Lloyd - Senior Adviser

With over 15 years of experience in the Financial Planning profession, Tristan has been able to provide solutions to a number of clients dealing with complex financial strategies and issues. Tristan’s extensive knowledge and technical ability allows almost any complex scenario to be simplified into a clear decision process.

His professional accomplishments include:

  • Providing clients with peace of mind through implementing effective strategies and with a straight forward approach.
  • Guiding clients through the volatility in short term economic environments and markets to provide a long term investment and risk strategy that assists in meeting their objectives.
  • CERTIFIED FINANCIAL PLANNER Practitioner member of the Financial Planning Association.
  • Successfully completed the Bachelor of Business in Financial Planning.

3 - Mark Staggs

 

 


Mark Staggs - Risk Specialist Adviser

Mark specialises in providing expert risk management and personal insurance advice to individuals and small businesses. He can help you work through the insurance maze and ensure that your financial position is appropriately protected, both now and in the future. For small businesses, he has developed expertise in the important, complex niche area of succession planning for partnerships.

His professional accomplishments include:

  • Partnering with small business owners to ensure that their business ownership, business assets and business revenue are adequately protected, both in the good times and in the event of unexpected accident or illness
  • Being extremely passionate about ensuring his clients and their families are adequately protected should illness, injury or the unthinkable occur
  • Possessing an intimate knowledge of the insurance underwriting process, resulting in a better outcome for clients
  • Having an extensive knowledge of insuring residents of Australia and clients based around the world, helping to avoid the pitfalls in this highly specialised area.