Peter Lucas
MBA DipFP BBus
Investment Adviser
"My goal is to help my clients achieve and preserve the financial security they require for themselves and their families."
Pete has almost 30 years experience in the financial services industry and has worked extensively in London, Sydney and Melbourne. Prior to joining the Brighton office, Pete held Executive Director level positions at some of the world's leading investment banks, including Credit Suisse, Nomura and HSBC. He has also taught at graduate and post graduate level in the Faculty of Business & Economics at Monash University in Melbourne. Pete is married to Nga and has two children, Enya and Ethan.
Investment Style
Pete's key area of investment expertise is in asset allocation and investment selection and, in addition to having had significant experience in Australian equities, he has a focus on US, European and Asia Pacific markets. Through an emphasis on secure, high quality assets, his focus is the prudent and expert management of your financial investments.
Services and Specialties
Philanthropic Services
Stockbroking
Wealth Management
Fixed Interest and Cash Management
Self-Managed Super Funds
Retirement and Estate Planning
Qualifications and Professional Affiliations
Bachelor of Business
Master of Business Administration (MBA)
Ethics and Professional Relationships
Financial Adviser Standards and Ethics Authority Industry Exam
Diploma of Financial Planning
Associations
No items found.
Competencies
Generic
Securities
Managed Investments
Superannuation
I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary and percentage of fees.
