Investment Advisor And Financial Planner
Current
Morgans Financial Limited - Norwood
Apr 2003 - Present
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Peter Coleman Email & Phone Number
Investment Advisor and Financial Planner
at
Morgans Financial Limited - Norwood
1 work email found
@rbsmorgans.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Morgans Financial Limited - Norwood
Role
Investment Advisor and Financial Planner
Location
Greater Adelaide Area, Australia
Who is Peter Coleman? Overview
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Quick answer
Peter Coleman is listed as Investment Advisor and Financial Planner at Morgans Financial Limited - Norwood, based in Greater Adelaide Area, Australia. AeroLeads shows a work email signal at rbsmorgans.com and a matched LinkedIn profile for Peter Coleman.
Peter Coleman previously worked as Investment Advisor and Financial Planner at Jb Were and Superannuation Technical Adviser at Amp. Peter Coleman holds Bachelor Of Science (B.Sc.), Mathematics from University Of Adelaide.
Company email context
Email format at Morgans Financial Limited - Norwood
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{first}.{last}@rbsmorgans.com
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AeroLeads found 1 current-domain work email signal for Peter Coleman. Compare company email patterns before reaching out.
Profile bio
About Peter Coleman
I have been involved in the finance indutry since 1984, advising clients on investments, superannuation and retirement strategies. My employment history includes 10 years with AMP and 9 years with JB Werestockbrokers, before joining Morgans in 2003.After extensive research and study into the investment style of Warren Buffet and Charlie Munger, I have adopted an investment strategy that is based on buying quality businesses with strong competitive advantage and high return on equity, when prices are at a discount to intrinsic value. This enables my clients to create wealth by building quality portfolios generating reliable and growing income stream.I am a Certified Financial Planner and member of the Financial Planning Association of Australia.I have ASIC approved competencies in Securities, Managed Investments, Superannuation, Life Insurance, Financial Planning and Marginal Lending.
Listed skills include Stockbroking, Superannuation Advcie, Corporate Advice, Self Managed Super Funds, and 7 others.
Current workplace
Peter Coleman's current company
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Morgans Financial Limited - Norwood
3 roles · 44 years
Peter Coleman work experience
A career timeline built from the work history available for this profile.
Investment Advisor And Financial Planner
Jb Were
1993 - 2003
~10 yrs
Superannuation Technical Adviser
1983 - 1993
~10 yrs
3 education records
Peter Coleman education
Bachelor Of Science (B.Sc.), Mathematics
Professional Diploma In Stockbroking
Diploma Of Financial Planning
Financial Planning Association Of Australia
FAQ
Frequently asked questions about Peter Coleman
Quick answers generated from the profile data available on this page.
What company does Peter Coleman work for?
Peter Coleman works for Morgans Financial Limited - Norwood.
What is Peter Coleman's role at Morgans Financial Limited - Norwood?
Peter Coleman is listed as Investment Advisor and Financial Planner at Morgans Financial Limited - Norwood.
What is Peter Coleman's email address?
AeroLeads has found 1 work email signal at @rbsmorgans.com for Peter Coleman at Morgans Financial Limited - Norwood.
Where is Peter Coleman based?
Peter Coleman is based in Greater Adelaide Area, Australia while working with Morgans Financial Limited - Norwood.
What companies has Peter Coleman worked for?
Peter Coleman has worked for Morgans Financial Limited - Norwood, Jb Were, and Amp.
How can I contact Peter Coleman?
You can use AeroLeads to view verified contact signals for Peter Coleman at Morgans Financial Limited - Norwood, including work email, phone, and LinkedIn data when available.
What schools did Peter Coleman attend?
Peter Coleman holds Bachelor Of Science (B.Sc.), Mathematics from University Of Adelaide.
What skills is Peter Coleman known for?
Peter Coleman is listed with skills including Stockbroking, Superannuation Advcie, Corporate Advice, Self Managed Super Funds, Retirement Planning, Estate Planning, Equities, and Superannuation.
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