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Peter Stock
BA BBus GDipAF GDipFP CFP®
Senior Adviser/ 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 30 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 Hawthorn branch of Morgans in 2003. Peter is a principal and branch manager of Morgans Hawthorn.
Investment Style
In pursuit of long-term wealth, we focus on investments with quality management, sustainable earnings and competitive and expanding industry advantages.
Services and Specialties
Wealth Management
Margin Lending and Gearing Strategies
Personal Insurance
Self-Managed Super Funds
Retirement and Estate Planning
Superannuation Advice
Qualifications and Professional Affiliations
CERTIFIED FINANCIAL PLANNER®
Ethics and Professional Relationships
Graduate Diploma in Financial Planning
Bachelor of Arts (Politics & History)
Bachelor of Business (Banking & Finance)
Graduate Diploma in Applied Finance and Investment
Associations
Member of the Financial Advice Association Australia (FAAA)
Certified Financial Planner (CFP)
Competencies
Superannuation
Margin Lending
Managed Investments
Financial Planning
Life Insurance
Generic
Securities
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. As a shareholder of Managing Wealth Pty Ltd, I may be entitled to a share of profits. As a Principal of Managing Wealth Pty Ltd, I may be entitled to a share of profits.
