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Building Trust and Tailored Investment Strategies for Long-Term Success
Peter's main focus is building trust and working with his clients to formulate decisions and outcomes that are in their best interests. This can involve both identifying companies and sectors that generate sustainable earnings and cash flow while working alongside their investment mandate and profile to reach their long-term goals and needs.
Peter's current experience is 17 years in stockbroking with a previous career in Information technology and marketing.
Authorisations
Peter Walsh can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes
- Securities
Qualifications
- Graduate Diploma Applied Finance, 2005
- Bachelor of Business, Swinburne, 1999