Peter Clarke

Peter is an Investment Adviser who provides traditional stockbroking services and share portfolio advice to his clients. Peter has been employed by Morgans for more than a decade, commencing his career in financial services at the Brisbane office in 2010 before relocating to the Gladstone branch in 2024.

Investment Style

Peter aims to create wealth for his clients by building and maintaining a balanced portfolio with a focus on ASX-listed shares. Peter enjoys studying company fundamentals and history in an effort to identify attractive investment opportunities.

Services and Specialties

Investment Advice

Self-Managed Super Funds

Fixed Interest and Cash Management

Margin Lending and Gearing Strategies

Portfolio Administration

Superannuation Advice

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Peter Clarke's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Certificate IV in Financial Services

SAFAA Core 1 Module

Bachelor of Commerce (Finance)

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Margin Lending

Securities

Managed Investments

Superannuation

Generic

I am employed by CQ Wealth Pty Ltd which operates the business of Morgans Financial Limited - Gladstone. My employer remunerates me by way of salary. As a shareholder of CQ Wealth Pty Ltd, I may be entitled to a share of profits. As a Director of CQ Wealth Pty Ltd, I will be entitled to a share of profits.

I am a Director of CQ Wealth Pty Ltd, which operates the business of Morgans Financial Limited - Gladstone. As a Director and Shareholder, I am remunerated by salary and a share of profits.