Peter Foreman
Private Client Adviser
"I provide customised advice and investment solutions to help meet my clients' needs in retirement."
Peter is an experienced adviser who specialises in direct sharemarket investing.
Investment Style
Peter helps clients invest their funds in retirement. His areas of expertise include portfolio construction, investment selection and asset allocation. Peter is able to provide advice and strategies in direct share investing, cash and fixed interest, retirement planning and superannuation.
Services and Specialties
Retirement and Estate Planning
Superannuation Advice
Portfolio Administration
Stockbroking
Fixed Interest and Cash Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Certificate in Financial Markets
Diploma of Financial Services (Financial Planning)
Graduate Diploma of Applied Finance & Investment
Associations
Associate of the Securities Institute of Australia
Competencies
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 - Brisbane. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
