Piers Arundell
LLB
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
Stockbroking
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
Associations
No items found.
Competencies
Generic
Managed Investments
Securities
I am employed by Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Adelaide - 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.
I am employed by Exchange Place Investments Pty Ltd, which operates the business of Morgans Financial Limited - Exchange Place. My employer remunerates me as your adviser by way of salary. As a shareholder of Exchange Place Investments Pty Ltd, I may be entitled to a share of profits.
