Peter Kelly

Peter provides technical advice to financial advisers and accountants on superannuation, retirement planning and estate planning. He also has extensive knowledge in all aspects of self-managed superannuation funds and is a regular presenter at conferences, seminars and workshops. He is Manager – Technical Advice with Centrepoint Alliance Limited.

PK is obsessed with retirement planning, but not his own!

He believes people have the right to accurate, affordable and unbiased information that addresses all aspects of their preferred retirement lifestyle, thereby giving them the opportunity to make informed decisions that will empower them to live out their lives with dignity, certainty and security.

Away from work, PK is trying to improve his health and well-being, and spends his time eagerly awaiting the delivery of his reproduction classic wooden boat that has spent far too long in the builder’s shed. He and his wife Kerry are enjoying life as “almost empty nesters”.

 

Mark Teale

Tealey’s ambition is to change how people think about their retirement, he wants people to dream, plan and realise retirement is not defined by a magical age prescribed by the legislation.

His own dreams of an ideal retirement have changed many times over the years. He will continue to work, although is not sure about which field – but we suspect he has a number of ideas – however it will need to be flexible and not 9 to 5. Tealey’s dream is to live overseas for a few months every year, so that he can run, ride and paddle in as many different countries while he is physically able.

Tealey has a great deal of experience, having worked for the Department of Social Security and Centrelink as a Financial Information Service Officer and Regional Manager for close to 25 years and for the last 15 years, he has worked for Centrepoint Alliance as Research, Paraplanning and Product Manager. He now works alongside PK as a Manager – Technical Advice part of the Centrepoint Technical team.

Naturally, his specialties lay in the areas of Aged Care, Centrelink and Veteran’s Affairs and pushing people to realise that you are never too old to set yourself a challenge yourself.

 

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1 Comment
  • Sue Paul
    October 14, 2014

    Being someone who is about to retire, I am asking myself exactly what I will do once I don’t have the 9-5 grind. Kayaking, exercising more, learning to sing and travel all come to mind, but will that be enough to keep my mind active. Maybe some volunteer work. It seems strange that after almost 30 years of full time work it will all come to a screeching halt. No alarm clock to wake up to.

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