Financial
Roadmap
A clear, personalised path to your financial goals.
Peter joined First Financial in 2025, bringing with him over a decade of experience in financial services and a passion for helping clients make confident, informed decisions about their financial futures.
With a career that began in 2012, Peter has held senior advisory roles and even served as a CFO – giving him a unique perspective on both personal and corporate financial landscapes. His qualifications are also impressive: a Master of International Finance, a Master of Financial Planning, a Bachelor of Commerce, and certifications as a CFP® and ACS®.
But what sets Peter apart is his ability to connect. His journey into financial advice started in an unexpected place – sports management and foreign exchange trading. It was there he discovered his rare combination of analytical skill and people-first communication. Encouraged by mentors to pursue financial planning, Peter found his calling in helping people understand complex financial concepts and turn them into life-changing strategies.
“I love seeing the impact a great strategy can have. Whether it’s helping someone retire with confidence or build a legacy for their family, it’s about partnering with them to make it happen.”
Peter specialises in all areas of financial advice – investments, insurance, cash flow, SMSFs, and aged care. He’s particularly passionate about guiding clients through major life transitions, like retirement, where the emotional and psychological aspects are just as important as the numbers.
“Retirement isn’t just a financial shift – it’s a lifestyle shift. I help clients plan for both.”
His approach to advice is deeply personal. Peter believes that trust is built through understanding, and that the best outcomes come from conversations that go beyond the balance sheet.
“Money is still a taboo topic for many Australians. But when clients open up, we can create solutions that truly fit their lives. That’s where the real connection happens.”
Outside of work, Peter is a coffee enthusiast, a gamer, and a loyal (and long-suffering) West Coast Eagles supporter.
Peter’s qualifications include:
Certified Financial Planner®
Masters of International Finance (Financial Planning)
Masters of Financial Planning
Bachelor of Commerce
Advanced Diploma of Financial Planning
Aged Care Specialist®
“Retirement isn’t just a financial shift—it’s a lifestyle shift. I help clients plan for both.”
Peter CampbellEvery client journey begins with a conversation. We look closely at where you are now, what matters to you, and what’s possible. Then we structure our advice to match.
A clear, personalised path to your financial goals.
Proactive strategies to maximise your tax savings.
Tailored plans aligned with your goals and risk profile.
Regular guidance to keep your plan on track.
Retired business owner
After decades of running a successful pharmacy, John sought financial guidance to simplify decision-making and support long-term planning.
“I feel genuinely supported by First Financial. I can ask anything, and there’s no pressure, just clear advice and real care. The money’s growing, I’m not stressed about it, and I feel completely at ease for the first time. I don’t miss work, but I’d miss the support I get from First Financial.”
Retired and semi-retired
Referred by friends helped through aged care, Craig sought secure financial guidance after inheriting funds.
“We feel very secure with First Financial, the income just comes in, and we know everything is being looked after. It’s not just safe, it’s smart. We’ve recommended them to others because we genuinely believe in the team.”
Early retirement and working professional
When Tim received an overseas medical settlement, he and Adam had just 14 days left in a 90-day window. They needed clear guidance, fast. A referral led them to First Financial.
“We’re in totally different life stages, but First Financial built a strategy that supports us both. From urgent legal steps to ethical investing, they handled every detail with calm, care, and real expertise. It’s financial freedom without compromise, and we couldn’t have done it without them.”
Retired
Jan's husband managed the finances until entering aged care. Jan gradually stepped into the financial picture with First Financial’s support.
“The money just comes in. I don’t have to think about it. And I know they’re always there. They’ve always been there in the background, just quietly making things work.”
Retired widow
Lyn stepped into financial management for the first time after her husband's passing. With patience and care, First Financial supported her through grief, learning, and empowerment.
“After my husband passed, I was completely unsure where to start. First Financial gave me the space to learn, to ask questions, to grow confident. They drew a diagram that I still have. And now, I sleep well at night knowing I’ve got someone in my corner.”
Newly retired
As retirement neared, Larry and Virginia were ready to enjoy travel, family, and freedom, without uncertainty. A friend recommended First Financial, and from the first meeting, they had a clear plan, a safety net, and people they trusted.
“We’ve travelled the world, Europe, Sri Lanka, Vietnam, without once stressing about the money. They made everything feel simple and gave us the confidence to live well. We feel secure because we know exactly where we stand, and that peace of mind means everything.”
Your first contact with us is typically through a phone call. We aim to understand your needs early on, address any immediate questions, and make sure we’re the perfect match.
This meeting will be more in-depth, allowing us to thoroughly understand your situation, financial goals, and priorities. We will clearly explain our fees, so you know what to expect.
We’ll take the time to analyse, evaluate, and develop strategies to determine an effective path to achieve your goals and address your priorities.
We take the time to go through your tailored plan, in a simple, straightforward manner. Our goal is to provide clarity and confidence, so you can see a clear path forward.
Following your approval, our team will proactively guide the process to implement your recommendations and set you on the path to achieve your lifestyle and financial goals.
Our partnership keeps you on track with regular check-ins, clear updates, and next steps. When life changes, we review and adjust your plan so it stays aligned to what matters.
You can use the form below to make a general or initial enquiry.
You can also book a 15 minute call with an adviser by clicking the blue button below.
You can use the form on the right to make a general or initial enquiry.
You can also book a 15 minute call with an adviser by clicking the blue button below.
Fill in your details and briefly let us know how we can help.
We’ll reach out to schedule a time that suits you.
Enjoy an obligation-free initial meeting to discuss your goals and explore how we can guide you toward financial confidence.
Let’s start the conversation.
We look forward to hearing from you!
Level 9, 90 Collins Street,
Melbourne, VIC, 3000
Office Hours
Mon – Fri | 9:00 am – 5:00 pm