"I am a director of the company that manages the Norwood office of Morgans in South Australia. My remuneration is by way of salary and profit share."
Peter has extensive investment advisory experience having commenced employment as an investment adviser in 1985. Peter was based in London advising fund managers on global equity and bond investments between 1987 and 1996. He then returned to Adelaide and became state manager for JBWere until joining Morgans as a state director in 2003.
Services and specialities
- Fixed Interest and Cash Management
- Portfolio Administration
- Self Managed Super Funds
- Wealth Management
Peter assists private clients and charitable groups in building wealth by focussing on blue chip investments that provide a combination of reliable and growing income stream and long term price appreciation.
Industry Education & Experience
- Bachelor of Economics, The University of Adelaide, 1984
- Diploma of Financial Planning, FPA, 2001
- Member of Stockbrokers and Financial Advisers Association (MeSAFAA)
- Tax (Financial) Adviser
I am employed by Thornpac Pty Ltd which operates the business of Morgans Financial Limited - Norwood. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
- Financial Planning
- Margin Lending