Christopher Pepe work email
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Christopher Pepe personal email
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
Compound Private Wealth
View- Website:
- compoundprivatewealth.com.au
- Employees:
- 1
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DirectorCompound Private WealthSaint Peters, Sa, Au -
Private BankerMacquarie Group Dec 2022 - PresentAustralia•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 AdvisorCancer Council Sa Jul 2021 - Dec 2022• Cancer Council Pro Bono Program -
Financial AdvisorBartons Chartered Accountants Wealth Advisors Jul 2019 - Dec 2022• Deliver comprehensive advice to medical professionals• Holistic planning strategies for accumulators, pre & post retirees• Successfully manage 120 + clients including high net worth -
Partnership Financial AdviserBt Dec 2018 - Jul 2019• 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 AdviserBt Financial Group Dec 2016 - Dec 2018• 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 AssociateBt Financial Group Oct 2016 - Dec 2016• 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 AssistantBt Financial Group Aug 2015 - Oct 2016• 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 ConsultantSavvy Finance + Insurance Mar 2014 - Aug 2015• 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 Skills
Christopher Pepe Education Details
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Accounting -
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 -
Rostrevor College -
Distinction
Frequently Asked Questions about Christopher Pepe
What company does Christopher Pepe work for?
Christopher Pepe works for Compound Private Wealth
What is Christopher Pepe's role at the current company?
Christopher Pepe's current role is Director.
What is Christopher Pepe's email address?
Christopher Pepe's email address is ch****@****.com.au
What schools did Christopher Pepe attend?
Christopher Pepe attended University Of South Australia, University Of South Australia, Kaplan Professional, Kaplan Professional, Kaplan Professional, Kaplan Professional, Kaplan Professional, Rostrevor College, Kaplan Professional.
What are some of Christopher Pepe's interests?
Christopher Pepe has interest in Present, 2009.
What skills is Christopher Pepe known for?
Christopher Pepe has skills like Finance, Mortgage Lending, Loans, Insurance, Sales, Financial Services, Customer Service, Microsoft Office, Time Management, Financial Analysis, Teamwork, Banking.
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