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Piers Arundell

Piers Arundell

Authorised representative number: 001005047

Senior Investment Adviser

Creating long-term financial success for my clients by providing objective advice, based on informed analysis and prudent advice.
Piers has over 20 years of private client advisory experience, having worked as an adviser for JBWere, Goldman Sachs and Macquarie Wealth since 1997.

Investment Style

Piers focuses on medium to long-term portfolio construction. He focuses on building portfolios that can provide both income and/or growth strategies via direct share exposure. Piers also has a particular interest in providing direct equity advice to managed superannuation funds.

Services and Specialties

Fixed Interest and Cash Management
Philanthropic Services
Wealth Management
Portfolio Administration

Qualifications and Professional Affiliations

SDIA Accreditation Program RG146
Bachelor of Laws
Margin Lending and Geared Investments
Ethics and Professional Relationships


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