Cheyne Peat
DipFinPlan
Associate Adviser
I take a holistic approach to financial planning by considering wealth creation, retirement planning, wealth protection, portfolio management and estate planning to assist you in meeting your goals.
Cheyne commenced in the financial services industry with Morgans in 2008 and has held various roles in both stockbroking and financial planning offices during that time. Cheyne holds a Diploma of Financial Planning and currently provides paraplanning and advisory support as part of a team with over 50 years combined industry experience.
Investment Style
Cheyne seeks to understand the objectives of the client to tailor a comprehensive financial plan. Utilising wealth management, personal insurance, superannuation and estate planning in a holistic manner, Cheyne helps clients achieve their goals and secure the financial future of the client.
Services and Specialties
Financial Planning
Self-Managed Super Funds
Wealth Management
Retirement and Estate Planning
Superannuation Advice
Personal Insurance
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
FPC001B Economic and Legal Context for Financial Planning
FPC006 Tax and Commercial Law for Financial Planning
Diploma of Financial Planning
FPC002B Ethics and Professionalism in Financial Advice
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
Life Insurance
Margin Lending
Financial Planning
Generic
Securities
Managed Investments
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
I am employed by Martin Bros Australia Ltd which is a service entity to Managing Wealth Pty Ltd, the entity which owns and operates the Morgans Financial Limited - Hawthorn office. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
