Peter Thomas

Private Wealth Adviser

Background

Peter brings more than 31 years of experience to the finance industry, including 28 years as a Private Wealth Adviser at Ord Minnett.

His long-standing client relationships benefit from his expert understanding of investment strategies focused on building both wealth and income while effectively navigating market volatility. Peter specialises in private funds management and administration, sophisticated portfolio construction and stock selection, and strategic asset allocation. He also provides comprehensive stockbroking and advice services, implements robust risk mitigation strategies and management, and integrates environmental, social, and governance (ESG) factors into investment decisions.

Peter’s extensive experience allows him to provide insightful and resilient investment guidance across diverse market conditions, ensuring clients feel confident in their long-term financial direction.

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

  • Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia

Certifications

  • Accredited Derivatives Adviser Level 1 & 2
  • Margin Lending

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Superannuation & SMSF

Office

Sydney
Grosvenor Place Level 18, 225 George St Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au

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