Peter Robertson's Location
Waikato, New Zealand
Peter Robertson's Work
- Principal and Director @ Apex Investment Services, inc.
- Owner @ BMAR Enterprises Ltd
- Senior Manager Lending Policy and Analysis @ Countrywide Bank
Peter Robertson's Education
- FMA
AFA
- Massey University
Dip Business Studies (Endorsed Financial Planning)
- NZICA
CA
- Massey University
BBS (Accounting and Finance)
1976 - 1978
Peter Robertson's Skills
- Investment Advisory
- Wealth Management
- Portfolio Management
- Asset Management
- Strategic Planning
- Due Diligence
- Business Strategy
- Equities
- Financial Modeling
- Capital Markets
Peter Robertson's Summary
Peter Robertson, based in Waikato, New Zealand, is currently a Principal and Director at Apex Investment Services, bringing experience from previous roles at BMAR Enterprises Ltd, Countrywide Bank and Westpac. Peter Robertson holds a AFA @ FMA. With a robust skill set that includes Investment Advisory, Wealth Management, Portfolio Management, Asset Management, Strategic Planning and more, Peter Robertson contributes valuable insights to the industry. Peter Robertson has 1 email on RocketReach.
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