"I believe in long-term relationships with clients based on trust, service and sound advice."
Peter has been involved in financial markets for more than 15 years. Peter held a number of different roles at an investment bank, most recently as an investment adviser, commencing in that position in 2002. He has a deep passion for equities and capital markets and for providing excellent service to clients.
Services and specialities
- Fixed Interest and Cash Management
- Investment advice within Superannuation
- Margin Lending and Gearing Strategies
- Stockbroking
- Wealth Management
Investment Style
Peter is an investment adviser who looks for quality companies with attractive businesses and underpinned by attractive trends.
Peter offers a number of investment strategies covering a range of investment products, including managed funds, gearing strategies, cash and fixed interest and direct equities. Peter has a substantial focus on providing investment advice for clients with self managed superannuation funds.
Industry Education & Experience
Qualifications
- Ethics and Professional Relationships, QUT, 2020
- FoFA - Gearing & Margin Lending, Macquarie, 2014
- FoFA - Platforms, Macquarie, 2014
- Graduate Diploma in Applied Finance and Investment, Kaplan, 2015
- Margin Lending & Geared Investments, Kaplan, 2011
- Paraplanning Course, Paraplanning Professionals, 2001
- Retirement Planning & Principles Course, Integratec, 2002
Approved Competencies
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
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.