Peter provides counsel and investment advice to family groups and charitable organisations on asset allocation, investment strategy and investment selection.
Peter recognises first and foremost that to meaningfully enhance the overall client experience, a foundation of trust with the client must first be in place. At Koda, he focuses on understanding individual client needs, providing a bespoke service and delivering excellence in all facets of advice and service.
Peter is a Chartered Accountant and has 15 years of offshore experience in financial markets with global investment houses advising large institutions. In 2014 Peter returned to Australia and was one of the original advisers to join the Koda team.
Peter has consistently ranked in the Top 50 Australian Financial Advisers List compiled by The Australian and Dow Jones & Company’s global research publisher Barron’s.