Peter Jongebreur
GradDipAppFin
Senior Investment Adviser
I believe in long-term relationships with clients based on trust, service and sound advice.
Peter has been involved in financial markets for more than 15 years. Peter held a number of different roles at an investment bank, most recently as an investment adviser, commencing in that position in 2002. He has a deep passion for equities and capital markets and for providing excellent service to clients.
Investment Style
Peter is an investment adviser who looks for quality companies with attractive businesses and underpinned by attractive trends. Peter offers a number of investment strategies covering a range of investment products, including managed funds, gearing strategies, cash and fixed interest and direct equities. Peter has a substantial focus on providing investment advice for clients with self managed superannuation funds.
Services and Specialties
Margin Lending and Gearing Strategies
Fixed Interest and Cash Management
Investment advice within Superannuation
Wealth Management
Stockbroking
Qualifications and Professional Affiliations
Paraplanning Course
Graduate Diploma in Applied Finance and Investment
Retirement Planning & Principles Course
Margin Lending & Geared Investments
Ethics and Professional Relationships
FoFA - Platforms
FoFA - Gearing & Margin Lending
Associations
No items found.
Competencies
Managed Investments
Securities
Superannuation
Margin Lending
Generic
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
