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Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

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Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

Peter Pham

Paraplanner Financial Advisor Support

Peter is a Junior Paraplanner at Yield Financial Planning in Melbourne.  Peter holds a Diploma of Financial Planning and a Bachelor of Commerce (Finance). He is a member of the Financial Advisor support team, assisting in plan writing along with other responsibilities that include supporting the team in preparing, implementing, and reviewing Financial Advice.

With a focus on studies in corporate and investment-based finance throughout his time in university, Peter found his interest in wanting to provide value, while creating a lasting positive impact directly to the lives of people in the community instead. This is why he joined the Yield Financial Advisor team, because he saw the opportunity of working with Yields Financial Advisors and team as a great way to learn directly from leading industry professionals and to gain invaluable experience along his journey.

While not in the office he can be found undertaking small projects in arts & crafts, coding, and whatever else catches his interest in the moment. Over the years, he has taken a jab at learning piano, guitar, and attempting various sports such as Lacrosse, Martial Arts, Tennis, and Volleyball.

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Get started with your free strategy consultation and receive a copy of the MOST IN DEMAND Good Fortune Guide – written by Certified Financial Planner of the year 2020 national finalist, to help educate you on your financial plan.