"I help clients articulate their financial goals and objectives, and then provide independent and personalised investment advice to ensure they are met, with as little risk as possible."
Peter has been advising clients since 1995 and after 18 years at Macquarie Equities he joined Morgans in January 2019. His clients include SMSFs, individuals, family offices and not-for-profits. He works closely with an in-house financial planner where appropriate for clients.
Services and specialities
- Stockbroking
- Wealth Management
- Portfolio Administration
- Philanthropic Services
Investment Style
Peter personalises his investment advice to ensure he delivers effective and independent advice based on his clients' individual circumstances. This involves a detailed analysis of clients' financial goals and objectives, and then clearly outlining an investment strategy. Peter believes in delivering high levels of service to his clients which have resulted in some very long standing client relationships.
Industry Education & Experience
Qualifications
- Bachelor of Management, University of South Australia, 1994
- Graduate Diploma of Applied Finance, Securities Institute, 1998
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Generic
- Securities
- Managed Investments
I am employed by Exchange Place Investments Pty Ltd, which operates the business of Morgans Financial Limited - Exchange Place. My employer remunerates me as your adviser by way of salary. As a Director and shareholder of Exchange Place Investments Pty Ltd, I may be entitled to a share of profits.