Mark Peters

Mark began work in the securities industry in 1994 at Potter Warburg in their Risk Management unit. In 1995 he joined Macquarie Equities as a Private Client Adviser until joining Morgans in 2018.

Investment Style

Mark has a focus on the medium to longer term investment horizon. He has extensive experience in portfolio construction and management, where investment strategies are specific to the particular client needs and objectives. He can also provide assistance on short term trading opportunities and derivative investments on the ASX

Services and Specialties

Wealth Management

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Philanthropic Services

Stockbroking

Industry Experience

Sectors Covered

Mark Peters's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Economics

Master of Economics

Ethics and Professional Relationships

Associations

No items found.

Competencies

Derivatives Level 1

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

Superannuation

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.