"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
- Wealth Management
- Superannuation Advice
- Retirement and Estate Planning
- Personal Insurance
- Fixed Interest and Cash Management
In pursuit of long term wealth, we focus on investments with quality management, sustainable earnings and competitive and expanding industry advantages.
Industry Education & Experience
- 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
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.
- Financial Planning
- Life Insurance
- Managed Investments
- Margin Lending