Cheyne Peat

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DipFinPlan

Authorised Representative: 001238857

Associate Adviser

"I take a holistic approach to financial planning by considering wealth creation, retirement planning, wealth protection, portfolio management and estate planning to assist you in meeting your goals."

Cheyne commenced in the financial services industry with Morgans in 2008 and has held various roles in both stockbroking and financial planning offices during that time. Cheyne holds a Diploma of Financial Planning and currently provides paraplanning and advisory support as part of a team with over 50 years combined industry experience.

Services and specialities

  • Financial Planning
  • Personal Insurance
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Superannuation Advice
  • Wealth Management

Investment Style

Cheyne seeks to understand the objectives of the client to tailor a comprehensive financial plan, utilising wealth management, personal insurance, superannuation and estate planning in a holistic manner, to achieve their goals and secure the financial future of the client.

Industry Education & Experience

Qualifications
  • Diploma of Financial Planning, Kaplan, 2013
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Camberwell. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.