Peter Mitchell

Private Wealth Adviser

Background

Peter has more than 14 years of experience within the financial services industry. After completing his Bachelor of Business (Banking & Finance), he began his career at E.L. & C. Baillieu as an Adviser Assistant.

This initial role provided him with valuable exposure to a wide range of service offerings and the importance of strong client relationships. Peter has since progressed to become a Private Wealth Adviser and places a strong emphasis on the connections he builds with his clients.

Following in his father, Phil Mitchell’s footsteps, who dedicated over 30 years to E.L. & C. Baillieu and Ord Minnett, Peter is committed to providing tailored investment advice to his clients and their families. He prioritises understanding his clients on a personal level and offers fullservice stockbroking and financial advice, including the development of comprehensive investment plans, regular investment reporting, estate planning, and philanthropic services.

Additionally, Peter assists clients with the often time-consuming aspects of portfolio administration, liaising directly with their accountants for annual tax reporting purposes.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Diploma of Financial Planning, Kaplan Professional
  • Bachelor of Business (Banking & Finance), Monash University

Certifications

  • Accredited Derivatives Adviser Level 1

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Redundancy / early retirement
  • Retirement planning

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

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