(02) 9558 2011

BOOK APPOINTMENT

We believe in four core values: experience, trust, transparency, and compassion.

Meet the Retirewise Team

Our team of experienced and certified financial advisors is passionate about empowering clients to make informed decisions about their financial futures.

James Bouzios

Founder and Director

James Bouzios is the Founder and Director of iRetire Pty Ltd, trading as Retirewise, and has spent over four decades working in the financial services industry.

James was a practising financial adviser from 2012 until December 2025, in addition to his long-standing career as a registered tax agent and accountant.

During this time, he worked closely with individuals, families, and business owners, supporting them in making informed financial decisions and building long-term financial security.

While James no longer provides financial advice, he continues to play an active leadership and strategic role within the business, drawing on his extensive experience in accounting, taxation, and practice management.

All financial planning advice and services at Retirewise are now provided by Peter Dickinson, who is responsible for delivering advice to clients.

James remains deeply committed to the values on which Retirewise was founded — trust, integrity, long-term relationships, and client-first outcomes — and continues to support the business in a senior leadership capacity.

James is passionate about building long-term relationships with clients and supporting them through different stages of their financial lives.
He values trust as the foundation of these relationships and takes great pride in the fact that many long-standing client relationships span decades and, over time, have become deeply personal.

Throughout his career in financial services, James found great fulfilment in being involved in the development and implementation of strategies that made a meaningful difference to clients’ lives.

Today, while no longer providing financial advice, he continues to contribute to the business through leadership, mentoring, and strategic oversight, ensuring those same values remain central to the Retirewise approach.

James’ professional philosophy has always been grounded in ethical conduct, professionalism, and a willingness to embrace new methods, technology, and opportunities that improve outcomes for clients and the business alike.

Peter Dickinson

Financial Planner

With over 7 years of experience as a financial planner, Peter has a wealth of knowledge and experience in demystifying financial planning and helping clients understand their options for achieving their goals.

He holds a Diploma in Financial Planning, a Bachelor of Applied Finance (Financial Planning), and is a CERTIFIED FINANCIAL PLANNER® professional (CFP®).

Peter's passion lies in sharing his knowledge and experience with clients to help them achieve their goals.

He finds it rewarding to collaborate with clients to plan how they can achieve their goals, empowering the client and satisfying him personally, particularly when preparing and presenting comparisons and projections.

One of his good news stories involves a client who was hesitant to resign until they received reassurance from Peter about their secure retirement.

Peter's goals include growing with the business in building long-term client relationships, utilising emerging technologies to enhance the planning process, and becoming involved in training and educating the next generation of planners.

His personal work philosophy is to always be teachable, adaptable, open to other points of view, and collaborative.

At Retirewise, Peter and his team believe strongly in a collaborative experience with their clients. They view their job as planners to not only advise but also demystify, educate, and motivate the client so they feel capable of making the right financial decisions themselves. 

To connect with Peter Dickinson, you can find him on LinkedIn.