Piers Arundell

Piers has over 20 years of private client advisory experience, having worked as an adviser for JBWere, Goldman Sachs and Macquarie Wealth since 1997.

Investment Style

Piers focuses on medium to long-term portfolio construction. He focuses on building portfolios that can provide both income and/or growth strategies via direct share exposure. Piers also has a particular interest in providing direct equity advice to managed superannuation funds.

Services and Specialties

Fixed Interest and Cash Management

Philanthropic Services

Portfolio Administration

Stockbroking

Wealth Management

Industry Experience

Sectors Covered

Piers Arundell's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

SDIA Accreditation Program RG146

Margin Lending and Geared Investments

Ethics and Professional Relationships

Bachelor of Laws

Associations

No items found.

Competencies

Generic

Securities

Managed Investments

I am employed by Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Adelaide - Exchange Place. My employer remunerates me by way of salary. As a shareholder of Exchange Place Investments Pty Ltd., I may be entitled to a share of profits.

I am employed by Exchange Place Investments Pty Ltd, which operates the business of Morgans Financial Limited - Exchange Place. My employer remunerates me as your adviser by way of salary. As a shareholder of Exchange Place Investments Pty Ltd, I may be entitled to a share of profits.