Peter Harris
BMgmt GradDipAppFIN
Senior Investment Adviser
I help clients articulate their financial goals and objectives, and then provide independent and personalised investment advice to ensure they are met, with as little risk as possible.
Peter has been advising clients since 1995 and after 18 years at Macquarie Equities he joined Morgans in January 2019. His clients include SMSFs, individuals, family offices and not-for-profits. He works closely with an in-house financial planner where appropriate for clients.
Investment Style
Peter personalises his investment advice to ensure he delivers effective and independent advice based on his clients' individual circumstances. This involves a detailed analysis of clients' financial goals and objectives, and then clearly outlining an investment strategy. Peter believes in delivering high levels of service to his clients which have resulted in some very long standing client relationships.
Services and Specialties
Wealth Management
Portfolio Administration
Stockbroking
Philanthropic Services
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance
Ethics and Professional Relationships
Bachelor of Management
Associations
No items found.
Competencies
Securities
Generic
Managed Investments
I am employed by Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Adelaide - Exchange Place. My employer remunerates me by way of salary. As a shareholder of Exchange Place Investments Pty Ltd., I may be entitled to a share of profits. As a Director of Exchange Place Investments Pty Ltd., I will be entitled to a share of profits.
I am employed by Exchange Place Investments Pty Ltd, which operates the business of Morgans Financial Limited - Exchange Place. My employer remunerates me as your adviser by way of salary. As a Director and shareholder of Exchange Place Investments Pty Ltd, I may be entitled to a share of profits.
Disclosure
The above advice is General Advice Only and has not taken into account your personal circumstances.
