Peter Carpenter
BBus(Hons) DFS(FP)
Private Wealth Adviser
I consider your needs as a whole and aim to provide comprehensive advice across all areas of investments, superannuation & personal insurance.
Peter is a Senior Investment Adviser and joined Morgans – Redcliffe in 2007. Prior to this he was employed within the financial planning industry from 2001 as a Financial Planner and Paraplanner. Previously, Peter worked within the accounting and taxation industry.
Investment Style
Peter focuses on creating and protecting wealth through the use of quality investments, the superannuation environment, and insurance. He provides his clients advice and access to investments such as shares, managed funds, property trusts, fixed interest, bonds, cash, exchange traded funds, warrants and much more.
Services and Specialties
Personal Insurance
Options and Warrants
Superannuation Advice
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Qualifications and Professional Affiliations
Bachelor of Business (Tourism Management)
Bachelor of Business - Management (Honours)
Diploma of Financial Services (Financial Planning)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Superannuation
Generic
Financial Planning
Managed Investments
Securities
Derivatives Level 1
Margin Lending
Life Insurance
I am employed by Redcliffe City Equities Pty Ltd which operates the business of Morgans Financial Limited - Redcliffe. My employer remunerates me by way of salary and percentage of fees.
