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Mark Peters
BEc(Hons) MEc
Private Client Adviser
I provide clear and objective advice tailored to my clients needs and objectives. I am committed to achieving best client outcomes governed by integrity and hard work.
Mark began work in the securities industry in 1994 at Potter Warburg in their Risk Management unit. In 1995 he joined Macquarie Equities as a Private Client Adviser until joining Morgans in 2018.
Investment Style
Mark has a focus on the medium to longer term investment horizon. He has extensive experience in portfolio construction and management, where investment strategies are specific to the particular client needs and objectives. He can also provide assistance on short term trading opportunities and derivative investments on the ASX
Services and Specialties
Wealth Management
Stockbroking
Margin Lending and Gearing Strategies
Philanthropic Services
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Master of Economics
Ethics and Professional Relationships
Bachelor of Economics
Associations
No items found.
Competencies
Tax (financial) Adviser
FASEA Financial Adviser Exam
Generic
ASIC Financial Advisers Register
Superannuation
Derivatives Level 1
Margin Lending
Securities
Managed Investments
Financial Planning
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
