Peter Willis Email and Phone Number
Peter Willis work email
- Valid
- Valid
- Valid
- Valid
Peter Willis personal email
I’ve always followed my passions, so its no surprise that my love of surfing and mountain biking drove my decision to move to the southwest of WA over 15 years ago. Similarly my passion for financial markets drove me towards the stockbroking and financial planning, where I get to work with some amazing clients as I help guide them through this ever changing landscape.How can I help guide you?I start with an initial consultation that allows me to review and understand your financial goals, objectives and what you are passionate about. We then work together to set some financial and non-financial milestones. Once you have entrusted me with this information I’ll build you a road-map to guide you through your next stage in life. I appreciate that every family group is different which is why I spend the time to tailor each clients outcome to their unique requirements.Once I have a clear view of your wealth goals I then draw on the vast resources of the Canaccord Genuity Group to design a portfolio that is tailored specifically for you. Typically that will consist of Australian Shares but more broadly we are able to offer exposure to the International markets as well as capital market transactions for our more astute clients.This is just the start of the journey, from here we’ll meet regularly to review your road-map and make adjustments if needed to ensure you're still on track to meet your milestones.For more information about how I can assist you don't hesitate to contact me.Peter Willis | +61 8 9754 0702 | pwillis@cgf.comSpecialities: Wealth and Portfolio ManagementSuperannuation & Retirement PlanningIPO's & PlacementsAustralian & International EquitiesCash & Term Deposit Accounts
Canaccord Genuity Australia
View- Employees:
- 221
-
Private Wealth AdvisorCanaccord Genuity Australia Oct 2019 - PresentBusselton, Western Australia, AustraliaWealth and Portfolio ManagementSuperannuation & Retirement PlanningIPO's & PlacementsAustralian & International EquitiesCash & Term Deposit Accounts
-
Investment AdviserPatersons Securities Jan 2006 - Oct 2019Busselton, Western Australia
Peter Willis Skills
Peter Willis Education Details
-
Science, Technology And Society
Frequently Asked Questions about Peter Willis
What company does Peter Willis work for?
Peter Willis works for Canaccord Genuity Australia
What is Peter Willis's role at the current company?
Peter Willis's current role is Private Wealth Advisor at Canaccord Genuity Australia.
What is Peter Willis's email address?
Peter Willis's email address is pw****@****.com.au
What schools did Peter Willis attend?
Peter Willis attended Edith Cowan University.
What are some of Peter Willis's interests?
Peter Willis has interest in Completed Busselton Jetty Swim 2010.
What skills is Peter Willis known for?
Peter Willis has skills like Investments, Equities, Portfolio Management, Securities, Trading, Wealth Management, Investment Advisory, Financial Advisory, Financial Markets, Wealth, Superannuation, Stockbroking.
Not the Peter Willis you were looking for?
-
-
1hawthornbrewing.com.au -
Peter Willis
Melbourne, Vic2gmail.com, gmail.com -
Peter Willis
Admin Associate - Supporting Vet + Innovation At Future Skills OrganisationGreater Newcastle Area -
4gmail.com, gmail.com, awa.com.au, awa.com.au
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial