Peter Simpson
Discretionary Portfolio Manager
Peter runs a number of discretionary portfolios that have a proven track record of growing and protecting client wealth over the long term. He uses his over 25 years of financial market experience to create individual portfolio’s for High Net Worth investors across defensive (fixed interest) and growth assets (domestic and international shares). These portfolios are managed to provide above market returns on a post-tax basis.
Peter has experience as a Private Wealth Advisor across a range of top tier firms including Macquarie Private Bank, UBS (as a Director), Wilsons (equity shareholder) and most recently Shaw and Partners.
Peter’s ability to provide above market returns are a result of his deep understanding of investment markets through both technical and fundamental analysis. His ideal client is a sophisticated investor who lacks the time to effectively manage a quality diversified portfolio.
Qualifications and memberships include:
Bachelor of Commerce
Graduate Diploma in Applied Finance and Investment
ADA 1 & 2 Derivatives Accreditation
Masters level in Advanced Industrial Equity Analysis
Membership to the Australian Tax Practitioners Board
Phone: (02) 9238 1531
Mobile: (61) 414 748 411
