"Creating long-term financial success for my clients by providing objective advice, based on informed analysis and prudent advice."
Piers has over 20 years of private client advisory experience, having worked as an adviser for JBWere, Goldman Sachs and Macquarie Wealth since 1997.
Services and specialities
- Fixed Interest and Cash Management
- Philanthropic Services
- Portfolio Administration
- Stockbroking
- Wealth Management
Investment Style
Piers focuses on medium to long-term portfolio construction. He focuses on building portfolios that can provide both income and/or growth strategies via direct share exposure. Piers also has a particular interest in providing direct equity advice to managed superannuation funds.
Industry Education & Experience
Qualifications
- Bachelor of Laws, Charles Darwin University, 1995
- Ethics and Professional Relationships, QUT, 2020
- SDIA Accreditation Program RG146, Deakin Prime, 2002
- Margin Lending and Geared Investments, Kaplan, 2011
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 shareholder of Exchange Place Investments Pty Ltd, I may be entitled to a share of profits.