"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.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Superannuation Advice
- Wealth Management
Peter's investment style is to build clients wealth by creating and maintaining a balanced portfolio with focus on direct equity exposure.
Industry Education & Experience
- Bachelor of Commerce (Finance), University of Queensland, 2016
- Certificate IV in Financial Services, Origin, 2012
- SAFAA Core 1 Module, Deakin Prime, 2013
- Tax (Financial) Adviser
- Member of Stockbrokers & Financial Advisers Association
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
- Managed Investments
- Margin Lending