cadtre financial consulting logo
Level 23, 25 Bligh Street
SYDNEY NSW 2000

SPEAKER

Peter Gialouris BEc MBL is a Chartered Accountant, Certified Financial Planner and the founder of CADTRE Consulting. He has over 30 years’ business and professional experience and has qualifications in accounting, law, superannuation and financial planning.

He is the Author of Your Business, Your Life: Reap the Rewards, a book written for Small Business Owners to assist them to become financially independent of their business. Realise the rewards of owning a business and getting the most of their business. Peter is available as a Speaker to present at your workshop, seminar or conference. Key topics that Peter can cover include:
Peter Gialouris

Peter Gialouris

  • For Business owners
    • Why Business Owners should become financially independent of their business and how to do this
    • Why you should Know Your Numbers – the key financial measures you should track, how to understand what these numbers mean and what actions to take
    • Why you need to Plan for success – how to prepare a concise and targeted business plan to get results
    • Why its Business and its Personal – how to prepare a Personal Financial Plan and align it to your Business Plan
  • For all Individuals
    • An overview of the 6 Pillars of Financial Success – and how to:
      • Harness your Cashflow,
      • Build and Preserve your Assets,
      • Control Debt,
      • Minimise Tax,
      • Utilise downside protection measures, and
      • Implement a tailored Succession and Estate Plan.
    • Specific financial topics, including:
      • Cashflow Management techniques that are practical and proven.
      • Superannuation and the fund options available, including SMSFs (Self- Managed Superannuation Funds)
      • Aged Care and how this fits into your Retirement and Estate Plans
Contact us if you would like Peter to present at your workshop, seminar or conference.