Peter Clarke

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Authorised Representative: 001233792

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.

Services and specialities

  • Fixed Interest and Cash Management
  • Margin Lending and Gearing Strategies
  • Portfolio Administration
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

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

Qualifications
  • Bachelor of Commerce (Finance), University of Queensland, 2016
  • Certificate IV in Financial Services, Origin, 2012
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Generic
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
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.