Peter Stock

Peter has over 30 years private client / financial planning experience having worked for Lonsec and Crowe Horwath (WHK Group) and was head of institutional dealing prior to establishing the Hawthorn branch of Morgans in 2003. Peter is a principal and branch manager of Morgans Hawthorn.

Investment Style

In pursuit of long-term wealth, we focus on investments with quality management, sustainable earnings and competitive and expanding industry advantages.

Services and Specialties

Wealth Management

Margin Lending and Gearing Strategies

Personal Insurance

Self-Managed Super Funds

Retirement and Estate Planning

Superannuation Advice

Industry Experience

Sectors Covered

Peter Stock's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Ethics and Professional Relationships

Graduate Diploma in Financial Planning

Bachelor of Arts (Politics & History)

Bachelor of Business (Banking & Finance)

Graduate Diploma in Applied Finance and Investment

Margin Lending Accreditation Program

Associations

Member of the Financial Advice Association Australia (FAAA)

Certified Financial Planner (CFP)

Competencies

Superannuation

Margin Lending

Managed Investments

Financial Planning

Life Insurance

Generic

Securities

I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. As a shareholder of Managing Wealth Pty Ltd, I may be entitled to a share of profits. As a Principal of Managing Wealth Pty Ltd, I may be entitled to a share of profits.

I am a principal of Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. As a principal, I may be entitled to a share of profits.