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Peter Coleman
GDipAppFin DipFinPlan BSc
Branch Manager
Creating wealth for clients from 30 years experience in investments, superannuation and financial planning.
Peter has been involved in the finance industry since 1984, advising clients on investments, superannuation and retirement strategies. His employment history includes 10 years with AMP and nine years with JB Were stockbrokers, before joining Morgans in 2003.
Investment Style
Peter has researched and studied the investment style of Warren Buffett and Charlie Munger at Berkshire Hathaway and adopted their strategy of buying quality businesses with strong competitive advantage, high return on equity when prices are at discount to intrinsic value. This enables clients to create wealth by building quality portfolios generating a reliable and growing income stream.
Services and Specialties
Retirement and Estate Planning
Self-Managed Super Funds
Stockbroking
Wealth Management
Superannuation Advice
Qualifications and Professional Affiliations
Diploma of Financial Planning
Bachelor of Science
Graduate Diploma of Applied Finance & Investment
CERTIFIED FINANCIAL PLANNER®
Associations
Member of the Financial Advice Association Australia
Competencies
Superannuation
Generic
Financial Planning
Securities
Managed Investments
Margin Lending
I am employed by Thornpac Pty Ltd which operates the business of Morgans Financial Limited - Norwood. My employer remunerates me by way of salary. As a shareholder of Thornpac Pty Ltd, I may be entitled to a share of profits.
