Peter has 45 years’ experience in the financial services industry with specialist skills in fiduciary services, offshore structuring, portfolio management and stockbroking and has represented major institutions in all these fields. He is a committed advocate of lifestyle financial planning and gives independent and impartial advice that aligns with his clients’ needs at all times.
He joined Private Wealth Management in 2015 having previously established and run his own independent advisory practice. Prior to this, Peter was a director of the HSBC securities trading operation in KZN, headed up the offshore division for Syfrets and was regional head of the investment division at Investec.
Peter has an NQF5, is a member of the South African Institute of Financial Markets (SAIFM) and is a Registered Securities Trader with the JSE.