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Peter Frank Harris
Private Client Adviser
For me, Financial Planning is all about my clients, helping them achieve their financial goals and enjoy financial prosperity.
Peter has been working in the financial services industry since 2011, over this time he has developed a strong passion for providing client-centric personal financial advice.
Investment Style
Peter, tailors his clients' portfolios to their own individual needs to achieve their financial goals, not a one-size-fits-all approach.
Services and Specialties
Margin Lending and Gearing Strategies
Retirement and Estate Planning
Financial Planning
Superannuation Advice
Aged Care
Personal Insurance
Qualifications and Professional Affiliations
Accredited Aged Care Professional™
Bachelor of Business (Finance)
Associations
No items found.
Competencies
Financial Planning
Managed Investments
Superannuation
Securities
Margin Lending
ASIC Financial Advisers Register
Life Insurance
Generic
FASEA Financial Adviser Exam
Aged Care Accreditation
Tax (financial) Adviser
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of salary and percentage of fees.
