Peter Clarke
Investment Adviser
I aim to provide a measured and balanced approach to investing, with the goal of building your wealth by providing clear, concise, high quality financial advice.
Peter is an Investment Adviser who provides traditional stockbroking services and share portfolio advice to his clients. Peter has been employed by Morgans for more than a decade, commencing his career in financial services at the Brisbane office in 2010 before relocating to the Gladstone branch in 2024.
Investment Style
Peter aims to create wealth for his clients by building and maintaining a balanced portfolio with a focus on ASX-listed shares. Peter enjoys studying company fundamentals and history in an effort to identify attractive investment opportunities.
Services and Specialties
Margin Lending and Gearing Strategies
Wealth Management
Superannuation Advice
Portfolio Administration
Fixed Interest and Cash Management
Stockbroking
Self-Managed Super Funds
Investment Advice
Qualifications and Professional Affiliations
Certificate IV in Financial Services
Bachelor of Commerce (Finance)
SAFAA Core 1 Module
Associations
No items found.
Competencies
Generic
Securities
Managed Investments
Margin Lending
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Gladstone. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
