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Peter Clarke
Investment Adviser
I aim to provide a measured and balanced approach to investing, with the goal of building your wealth by providing clear, concise, high quality financial advice.
Peter commenced in the financial services industry with Morgans in 2010. He gained extensive experience in portfolio management and equities investment with the Wealth+ platform, before moving into an advisory role in 2015.
Investment Style
Peter's investment style is to build clients wealth by creating and maintaining a balanced portfolio with focus on direct equity exposure.
Services and Specialties
Stockbroking
Wealth Management
Portfolio Administration
Superannuation Advice
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Certificate IV in Financial Services
SAFAA Core 1 Module
Bachelor of Commerce (Finance)
Associations
Member of Stockbrokers and Financial Advisers Association
Competencies
Tax (financial) Adviser
Generic
Margin Lending
Securities
FASEA Financial Adviser Exam
ASIC Financial Advisers Register
Superannuation
Managed Investments
Direct International Equities Trading Adviser
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
