Our Founder

Peter Small

Founder and Principal

Fluid Financial Planning Pty Ltd ABN 23 002 336 254 trading as Fluid Financial Planning. ABN: 85 140 515 680. Australian Financial Services Licence No.: 389518

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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Peter Small

Founder & Principal

Peter is a specialist in finance and financial planning solutions. His professional career spans a number of large and small organisations and over this period Peter has been fortunate enough to build a broad and unique skill set, covering all areas of investment, taxation, and banking and finance. Peter has completed the Certified Practicing Accounting qualification, a Graduate Diploma in Applied Finance & Investment and Bachelor of Commerce (Major in Accounting) and the Certified Financial Planning qualification.

Peter is currently a member of the Certified Practicing Accountants organisation (Australia) and the Tax Practitioners Board.