"My goal is to help my clients achieve and preserve the financial security they require for themselves and their families."
Pete has almost 30 years experience in the financial services industry and has worked extensively in London, Sydney and Melbourne. Prior to joining the Brighton office, Pete held Executive Director level positions at some of the world's leading investment banks, including Credit Suisse, Nomura and HSBC. He has also taught at graduate and post graduate level in the Faculty of Business & Economics at Monash University in Melbourne. Pete is married to Nga and has two children, Enya and Ethan.
Services and specialities
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
- Philanthropic Services
- Fixed Interest and Cash Management
Investment Style
Pete's key area of investment expertise is in asset allocation and investment selection and, in addition to having had significant experience in Australian equities, he has a focus on US, European and Asia Pacific markets. Through an emphasis on secure, high quality assets, his focus is the prudent and expert management of your financial investments.
Industry Education & Experience
Qualifications
- Bachelor of Business, Monash University, 1988
- Master of Business Administration (MBA), City University, 1991
- Diploma of Financial Planning, International Institute of Technology, 2015
- Ethics and Professional Relationships, QUT, 2020
- Financial Adviser Standards and Ethics Authority Industry Exam, FASEA, 2021
Approved Competencies
- Generic
- Securities
- Managed Investments
- Superannuation
I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary and percentage of fees.