Simone Peters Email & Phone Number

I’ve been in the finance sector for 7 years, honing my skills and expertise in numerous roles before joining the Wealth Solutions team at Macquarie as the Relationship Management Leader in NSW. At Macquarie, we’re a global investment leader and we empower people to innovate and invest for a better future. In Wealth Solutions, that vision comes to life via a full suite of wealth management capabilities built for financial services professionals, with your needs front of mind. That means you can focus on what’s valuable – building deeper connections with your clients.My team collaborates both within Wealth Solutions and across the Macquarie ecosystem. We access a vast network of specialised knowledge and have the ability to share opportunities for growth and innovation. That gives the advisers we work with the confidence that they’re receiving the best-in market insights and solutions.We work with you to connect technology, people and insights. Our Wrap platform has more than $100 billion in funds under administration. We share an entrepreneurial mindset with our advisers and are genuinely excited by connecting business owners with like-minded peers or the experts they need to strengthen their business. As a team, we provide the support, insights and solutions valuable to help firms to thrive.I joined Macquarie because it’s an inspirational and purpose-driven team. It’s rewarding to know we are developing leading products in the market. Having been at Macquarie now for 7 years, I’ve developed close relationships with these advisers, regularly sharing insights and getting pulse-checks on their growth.As a specialist in Wealth Solutions, I’m interested in having conversations with prospective advisers - big or small - who aren’t seeing the growth they’d expect from their current partners, want fresh insights, and are eager to explore new technologies. Feel free to message me on LinkedIn or via my email: simone.peters@macquarie.com

Listed skills include Teamwork, Time Management, Social Media, Communication, and 6 others.

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  Macquarie University

  Marketing And Human Resources