Peter Somerville Email
Business Partner Risk and Compliance @ Equity Trustees
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Peter Somerville Location
- Melbourne, VIC, AU
Peter Somerville Work
- 2025 - now Business Partner Risk and Compliance @
- 2024 - 2025 Business Partner Compliance @
- 2023 - 2024 Risk and Compliance Management Professsional @
- 2021 - 2023 Vice President and Client Onboarding Manager @
- 2015 - 2021 Vice President and Vic State Risk Manager @ Morgan Stanley Wealth Management
- 2013 - 2015 Risk and Compliance Manager (Advice) @
- 2010 - 2012 General Manager License Governance @ Lonsdale Financial Group
- 2000 - 2009 Principal and Senior Compliance Manager - Financial Services @
- 2000 - 2000 Financial Planning Compliance and Training Officer @ William M. Mercer
- 1987 - 2000 Compliance and Technical Services Consultant @
Peter Somerville Education
- Stockbrokers Association of Australia
Professional Diploma of Stockbroking, Secuirites Managed Investments (Secuirites Managed Investments)
2014 - 2015 - Stockbrokers Assocation of Australia
Accredited Derivatives Advisor Level 1 and 2, derivatives (derivatives)
2014 - 2014 - Kaplan Professional
Master Degree, Applied Finance (Applied Finance)
2010 - 2011 - Deakin University
Bachelor of Commerce, Commercial Law (Commercial Law)
1993 - 2000 - ASFA
Advanced Diploma, Financial Services (Superannuation) (Financial Services (Superannuation))
- FINSIA
Graduate Diploma, Applied Finance and Investments (Applied Finance and Investments)
- Financial Planning Association of Australia Limited
Diploma, Financial Planning (Financial Planning)
Peter Somerville Skills
- Training
- Investment Management
- Investment Advisory
- Complaint Management
- Corporate Governance
- Financial Risk
- Governance
- Superannuation
- Derivatives
- Financial Services
- Wealth Management
- Investments
- Pensions
- Insurance
- Asset Allocation
- Management
- Financial Advisory
- Retirement
- Compliance
- Income Protection
- Estate Planning
- Strategic Financial Planning
- Risk Management
- Wealth
- Retirement Planning
- Project Planning
- Financial Planning
- Public Speaking
- Finance
- SQL
Peter Somerville Summary
- Peter Somerville, based in Melbourne, VIC, AU, is currently a Business Partner Risk and Compliance at Equity Trustees. Peter Somerville brings experience from previous roles at Equity Trustees, Seeking New Opportunities, Morgan Stanley and Morgan Stanley Wealth Management. Peter Somerville holds a 2014 - 2015 Professional Diploma of Stockbroking, Secuirites Managed Investments in Secuirites Managed Investments @ Stockbrokers Association of Australia. With a robust skill set that includes Training, Investment Management, Investment Advisory, Complaint Management, Corporate Governance and more. Peter Somerville has 2 emails on RocketReach.
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