Peter Willis Email & Phone Number

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

Listed skills include Investments, Equities, Portfolio Management, Securities, and 12 others.

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  Edith Cowan University

  Science, Technology And Society