About
I’m the advisor I’m currently helping.
The account and the record.
Butz Peteza · founder, advisor accelerator
The account
Almost 17,000 connections
built in financial services.
What we don’t have yet
Our clients today are Philippine-based advisors. If you engage us this quarter you’d be among our first in North America, and we structure the engagement accordingly — a 90-day proof window with stated deliverables, and named case-study terms if you want them.
We’d rather say that than imply a book we don’t have.
The advice record
- Holds a Philippine financial advisor licence and runs an advice practice there, advising since 2014
- MDRT qualifying member for eight years
- Built an agency from zero to 120+ advisors — the first general agency in BGC
- Developed ten MDRT qualifiers, eight in a single year
- Three-time GAMA International Management Award Diamond
- MDRT Annual Meeting, Miami Beach 2025 · Prudential MDRT Conference, Beijing 2024
The systems record
- Ex-Accenture — nine years as a technology consultant across Singapore and Melbourne, 2008–2017
- Delivery across ten countries for multinational clients
- Built and runs an advisor practice platform, and built a content engine
Done-for-you is a systems sale.
Where things stand now
Based in Melbourne, studying Financial Planning to become a Chartered Financial Planner (CFP).
Founding case studies
Nothing here yet. This section fills from November as the founding cohort matures. We won’t put placeholders in it.
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