Peter Carpenter

Peter is a Senior Investment Adviser and joined Morgans – Redcliffe in 2007. Prior to this he was employed within the financial planning industry from 2001 as a Financial Planner and Paraplanner. Previously, Peter worked within the accounting and taxation industry.

Investment Style

Peter focuses on creating and protecting wealth through the use of quality investments, the superannuation environment, and insurance. He provides his clients advice and access to investments such as shares, managed funds, property trusts, fixed interest, bonds, cash, exchange traded funds, warrants and much more.

Services and Specialties

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Options and Warrants

Personal Insurance

Self-Managed Super Funds

Superannuation Advice

Industry Experience

Sectors Covered

Peter Carpenter's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Business - Management (Honours)

Diploma of Financial Services (Financial Planning)

Bachelor of Business (Tourism Management)

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Derivatives Level 1

Financial Planning

Generic

Life Insurance

Managed Investments

Margin Lending

Securities

Superannuation

I am employed by Redcliffe City Equities Pty Ltd which operates the business of Morgans Financial Limited - Redcliffe. My employer remunerates me by way of salary and percentage of fees.