Peter has over 40 years experience in stockbroking, funds management and client advisory roles. Most recently, Peter was a private client adviser at Morgan’s Financial after spending close to 20 years in a similar role at Macquarie Private Wealth. Peter previously worked at AET in the 1990s where he was responsible for the investment of internal common funds as well as a range of external investment.
Peter holds a Bachelor of Economics and is a Certified financial Planner®. He takes a holistic approach to providing financial planning advice to his clients by providing well-considered strategy and investment advice.
Peter is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.