Peter Vivian, Dip FP
ASIC Representative Number: 250730

Mobile: 0417 806 925

Peter commenced his business career as an Insurance Agency Representative* with National Mutual Life Association. This has developed into the large financial services practice that exists today – with Peter and his wife Roxanne as its proprietors/ directors.

He holds the Advanced Diploma of Financial Planning

From a personal viewpoint, Peter retains his football interests and connections as a Playing Life Member of both the SANFL and Central District Football Club.


Kym Vivian, Adv Dip FP
ASIC Representative Number: 250378

Mobile: 0419 859 642

Kym entered the family business in January, 1994 in back office roles before commencing in a Financial Planning Advisory capacity in February, 1998.

He has completed the Advanced Diploma of Financial Planning.

Kym is married to Kylie and they have two young boys, Hudson & Callum, and a daughter, Eva.

Both Peter and Kym are Authorised Representatives of Charter Financial Planning (ABN 35 002 976 294) which is the holder of Australian Financial Services Licence number 234665.

Our advisers are ably supported by an experienced and enthusiastic back-office support team providing technical resources, para-planning and client administration services as follows:

Roxanne Vivian – Director, Para-planner, Co. Secretary

Megan Hodge - Financial Planner

Geoff Powell – Business Administration Manager

Luke Window – Para-planner, Client Service Officer

Robyn Agius - Finance & Mortgage Specialist

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