A city skyline at night with a boat in the water.
Peter Coleman

Peter Coleman

GDipAppFin DipFinPlan BSc
Authorised representative number: 000259371

Branch Manager

Creating wealth for clients from 30 years experience in investments, superannuation and financial planning.
Peter has been involved in the finance industry since 1984, advising clients on investments, superannuation and retirement strategies. His employment history includes 10 years with AMP and nine years with JB Were stockbrokers, before joining Morgans in 2003.

Investment Style

Peter has researched and studied the investment style of Warren Buffett and Charlie Munger at Berkshire Hathaway and adopted their strategy of buying quality businesses with strong competitive advantage, high return on equity when prices are at discount to intrinsic value. This enables clients to create wealth by building quality portfolios generating a reliable and growing income stream.

Services and Specialties

Retirement and Estate Planning
Self-Managed Super Funds
Wealth Management
Superannuation Advice

Qualifications and Professional Affiliations

Diploma of Financial Planning
Bachelor of Science
Graduate Diploma of Applied Finance & Investment


Member of the Financial Advice Association Australia


Financial Planning
Managed Investments
Margin Lending
I am employed by Thornpac Pty Ltd which operates the business of Morgans Financial Limited - Norwood. My employer remunerates me by way of salary. As a shareholder of Thornpac Pty Ltd, I may be entitled to a share of profits.