Peter Frank Harris
Private Client Adviser
For me, Financial Planning is all about my clients, helping them achieve their financial goals and enjoy financial prosperity.
Peter has been working in the financial services industry since 2011, over this time he has developed a strong passion for providing client-centric personal financial advice.
Investment Style
Peter, tailors his clients' portfolios to their own individual needs to achieve their financial goals, not a one-size-fits-all approach.
Services and Specialties
Personal Insurance
Aged Care
Financial Planning
Margin Lending and Gearing Strategies
Retirement and Estate Planning
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
FPC003 Superannuation and Retirement Advice
Ethics and Professionalism in Financial Advice
FPC001B Economic and Legal Context for Financial Planning
FPC007B Client Engagement Skills
Bachelor of Business (Finance)
Accredited Aged Care Professional™
Associations
No items found.
Competencies
Generic
Securities
Managed Investments
Margin Lending
Superannuation
Financial Planning
Life Insurance
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton. My employer remunerates me by way of salary and percentage of fees.
I am employed by Forefront Financial Services which operates the business of Morgans Financial Limited - Milton and Springfield-Ipswich. My employer remunerates me as your adviser by way of salary and percentage of fees.
