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Peter Frank Harris

Peter Frank Harris

Authorised representative number: 001237111

Private Client Adviser

For me, Financial Planning is all about my clients, helping them achieve their financial goals and enjoy financial prosperity.
Peter has been working in the financial services industry since 2011, over this time he has developed a strong passion for providing client-centric personal financial advice.

Investment Style

Peter, tailors his clients' portfolios to their own individual needs to achieve their financial goals, not a one-size-fits-all approach.

Services and Specialties

Margin Lending and Gearing Strategies
Retirement and Estate Planning
Financial Planning
Superannuation Advice
Aged Care
Personal Insurance

Qualifications and Professional Affiliations

Accredited Aged Care Professional™
Bachelor of Business (Finance)


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Financial Planning
Managed Investments
Margin Lending
Life Insurance
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of salary and percentage of fees.