Peter joined Evans and Partners as a founding partner and is Head of the Private Wealth Management team in Sydney, Canberra and Brisbane. He leads a team of financial advisers and support staff while also servicing a select group of clients. Peter serves as a member of the Compliance Committee and Operational Risk Committee in addition to being a Responsible Manager for the firm.

As a senior investment adviser, Peter has a thorough understanding of asset allocation and portfolio construction concepts and specialises in building and managing the investment portfolios of individuals and not-for-profit organisations. He particularly enjoys building lasting relationships with clients and being able to employ his knowledge and experience for their benefit.

Peter initially started his career in 1991 on the Sydney Futures Exchange as a futures trader where he spent five years gaining a comprehensive understanding of derivatives and markets. He then spent the next 12 years as a professional footballer playing rugby.

Peter has a Bachelor of Human Movement Studies from ACU and a Masters’ of Business Administration from Edinburgh University. Having completed his studies in Edinburgh, Peter returned to Australia to join the Private Wealth division at UBS as an investment adviser before moving to Evans and Partners.

Peter completed the FASEA Financial Adviser Exam in August 2020.

Expertise
  • Advice and Strategies for Family Offices
  • High-Net-Worth Investing
  • Personal Investment Advice