Christopher Pepe Email & Phone Number
@bt.com.au
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Who is Christopher Pepe? Overview
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Christopher Pepe is listed as Director at Compound Private Wealth, a company with 1 employees, based in Adelaide, South Australia, Australia. AeroLeads shows a work email signal at bt.com.au and a matched LinkedIn profile for Christopher Pepe.
Christopher Pepe previously worked as Private Banker at Macquarie Group and Financial Advisor at Cancer Council Sa. Christopher Pepe holds Bachelor Of Commerce - Bcom, Accounting from University Of South Australia.
Email format at Compound Private Wealth
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AeroLeads found 1 current-domain work email signal for Christopher Pepe. Compare company email patterns before reaching out.
About Christopher Pepe
Helping Doctors, High-Net-Worth Individuals & Non-Profits Achieve Exceptional Outcomes With over 10 years of experience, I help medical professionals, high-net-worth individuals, and non-profits navigate the complexities of markets and build personalised portfolios to achieve outstanding results. Our advice is backed by Macquarie, a leading global investment bank with cutting edge investment strategies and world-class market insights. My expertise, combined with Macquarie's resources, empowers you to:* Grow your wealth: Craft a diversified investment portfolio that leverages Macquarie's global reach and in-depth market analysis to maximise your potential returns while aligning with your risk tolerance.* Unique investment choice: Access exclusive investment opportunities tailored to your financial goals, available only to Macquarie Private Bank clients.* Plan for a comfortable retirement: Secure your future with a comprehensive retirement plan that considers your income needs, desired lifestyle, and access to Macquarie's retirement investment solutions.* Minimise your tax burden: Implement tax-saving strategies to preserve your hard-earned money.What sets us apart?* Direct access to global investment expertise: You benefit from Macquarie's extensive investment research, asset allocation strategies, and access to a diverse range of exclusive investment products.* Long-term partnership: You gain a trusted advisor by your side every step of the way, supported by the stability and global reach of Macquarie.* Succession Planning: Recognising the complexities accompanying substantial wealth, we assist in establishing the necessary structure to safeguard your life’s work for both you and the future generations.Ready to unlock your financial potential?Schedule a complimentary consultation to discuss your specific situation and explore how I can help you achieve financial prosperity with the backing of a global investment leader.Contact: 0405 248 061
Listed skills include Finance, Mortgage Lending, Loans, Insurance, and 15 others.
Christopher Pepe's current company
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Christopher Pepe work experience
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Private Banker
Current- Delivering bespoke strategic and investment guidance to high-net-worth families and Not for Profit entities, harnessing Macquarie’s unparalleled global insights and specialised investment prowess.
- Crafting personalised wealth management solutions for clients, integrating Macquarie’s deep expertise and cutting-edge investment knowledge to optimise portfolios and achieve financial goals.
- At the forefront of wealth management innovation, offering tailored strategies to HNW families and Not for Profit organisations, powered by Macquarie’s renowned global insights and unmatched investment acumen.
Financial Advisor
- Deliver comprehensive advice to medical professionals
- Holistic planning strategies for accumulators, pre & post retirees
- Successfully manage 120 + clients including high net worth
Partnership Financial Adviser
- Integral part of a team responsible for operating our own P&L under Westpac AFSL
- Provide holistic advice in core areas including Superannuation, Retirement Planning, Investments, Estate-Planning, Centrelink, Personal Insurance, Cash Flow, Debt Management and Tax Strategies
- Carry out comprehensive and compliant annual reviews to a client base of 80
Financial Adviser
- Provide holistic and compliant personal financial advice
- Educate and train staff to help identify quality advice opportunities
- Manage high volume of new business referrals
Financial Adviser Associate
- Direct support for Senior Financial Advisers
- Attend client meetings and assist Senior Adviser with all administrative duties
- Assist Senior Adviser in preparing strategy, financial plans and advice documentation
Financial Adviser Assistant
- Support the provision and implementation of high quality financial advice
- Carry out all administrative duties to the highest standard
- Liaise with clients and to assist with ad-hoc requests
Finance Consultant
- Specialised in acquiring vehicle finance and tailored loan packages to meet clients needs
- Understand the lending criteria and systems to determine which type of loan is most suitable
- Strong understanding of a variety of insurance and warranty products
Christopher Pepe education
Bachelor Of Commerce - Bcom, Accounting
Bachelor Of Applied Finance - Bappfin, Financial Planning And Services
Advanced Diploma Of Financial Planning (Financial Planner Level 2)
Diploma Of Financial Planning (Rg146)
Self Managed Superannuation Funds
Tier 1 - Margin Lending Personal Advice
Accredited Listed Product Adviser Program
Education record
Ethics & Professionalism In Financial Advice, Distinction
Frequently asked questions about Christopher Pepe
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What company does Christopher Pepe work for?
Christopher Pepe works for Compound Private Wealth.
What is Christopher Pepe's role at Compound Private Wealth?
Christopher Pepe is listed as Director at Compound Private Wealth.
What is Christopher Pepe's email address?
AeroLeads has found 1 work email signal at @bt.com.au for Christopher Pepe at Compound Private Wealth.
Where is Christopher Pepe based?
Christopher Pepe is based in Adelaide, South Australia, Australia while working with Compound Private Wealth.
What companies has Christopher Pepe worked for?
Christopher Pepe has worked for Compound Private Wealth, Macquarie Group, Cancer Council Sa, Bartons Chartered Accountants Wealth Advisors, and Bt.
How can I contact Christopher Pepe?
You can use AeroLeads to view verified contact signals for Christopher Pepe at Compound Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Christopher Pepe attend?
Christopher Pepe holds Bachelor Of Commerce - Bcom, Accounting from University Of South Australia.
What skills is Christopher Pepe known for?
Christopher Pepe is listed with skills including Finance, Mortgage Lending, Loans, Insurance, Sales, Financial Services, Customer Service, and Microsoft Office.
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