Peter Harris

Peter has been advising clients since 1995 and after 18 years at Macquarie Equities he joined Morgans in January 2019. His clients include SMSFs, individuals, family offices and not-for-profits. He works closely with an in-house financial planner where appropriate for clients.

Investment Style

Peter personalises his investment advice to ensure he delivers effective and independent advice based on his clients' individual circumstances. This involves a detailed analysis of clients' financial goals and objectives, and then clearly outlining an investment strategy. Peter believes in delivering high levels of service to his clients which have resulted in some very long standing client relationships.

Services and Specialties

Stockbroking

Wealth Management

Portfolio Administration

Philanthropic Services

Industry Experience

Sectors Covered

Peter Harris's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Management

Graduate Diploma of Applied Finance

Ethics and Professional Relationships

Associations

No items found.

Competencies

Generic

Securities

Managed Investments

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. As a Director of Exchange Place Investments Pty Ltd., I will 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 Director and shareholder of Exchange Place Investments Pty Ltd, I may be entitled to a share of profits.

Disclosure The above advice is General Advice Only and has not taken into account your personal circumstances.