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Personalised and Collaborative Portfolio Management
Peter constructs investment strategies by developing a thorough understanding of each client’s individual personal goals, situation and tolerance to risk. Peter takes time to educate his clients along the way to formulate a disciplined & collaborative approach on the management of each portfolio.
As an experienced Wealth Adviser with over 25 years in financial services, Peter provides clients with relevant, timely advice and ongoing support, with a focus on global trends using macroeconomic and financial market variables.
Authorisations
Financial advisers register - Moneysmart.gov.au
Peter Saunders can advise on the following product areas:
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes
- Securities
Qualifications
- Ethics and Professionalism in Financial Advice, KAPLAN, 2020
- Superannuation Module, RMIT Business TAFE School, 2003
- SDIA Accreditation Program Assessment, Securities & Derivatives Industry Assoc. 2002
- Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia, 1995
- Bachelor of Business (Major in Finance & Accounting, Edith Cowan University, 1991