“Forming strong relationships with clients builds the trust required to achieve their financial goals through the share market.”
Peter has been in the Banking/Finance sector for over 40 years and for the last 20 years been a specialist equities adviser. He has built up a significant clientele through his corporate and personal connections.
He has specialised in providing advice to individuals, companies, trusts and self-managed super funds with a focus on major companies in the industrial sector.
Having been involved in the industry over a long period he has been through many market cycles and understands the factors driving the share markets.
Peter currently has a diversified client base by age and investor experience and in many instances actively manages clients share portfolios. Investment advice is tailored to the client’s income and capital growth objectives depending on their financial needs and aspirations. The majority of active clients have self-managed super funds.
Professional qualifications and memberships
- Economics degree from Monash University
- Certified Practicing Accountant (CPA) qualification