Peter Stock

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BA BBus GDipAF GDipFP CFP®

Authorised Representative: 000259380

Branch Manager

"Successful wealth creation requires a long term roadmap, high quality ongoing advice and the consistent application of sound investment principles."

Peter has over 20 years Private Client/ Financial Planning experience having worked for Lonsec and Crowe Horwath (WHK Group) and was head of institutional dealing prior to establishing the Camberwell branch of Morgans in 2003. Peter is a Principal and Branch Manager of Morgans Camberwell.

Services and specialities

  • Stockbroking
  • Wealth Management
  • Superannuation Advice
  • Retirement and Estate Planning
  • Personal Insurance
  • Fixed Interest and Cash Management

Investment Style

In pursuit of long term wealth, we focus on investments with quality management, sustainable earnings and competitive and expanding industry advantages.

Industry Education & Experience

Qualifications
  • Bachelor of Business (Banking & Finance), Monash University, 1990
  • Graduate Diploma in Applied Finance and Investment, Securities Institute Australia, 1996
  • Graduate Diploma of Financial Planning, Securities Institute Australia, 2000
  • CERTIFIED FINANCIAL PLANNER®, Financial Planning Association, 2004
  • Bachelor of Arts (Politics & History), Monash University, 1990
Professional Associations
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am a partner of Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Camberwell. As a shareholder of Managing Wealth Pty Ltd, I may be entitled to a share of profits. As a Partner of Managing Wealth Pty Ltd, I will be entitled to a share of profits.