Peter Willett Email
Senior Private Wealth Adviser @ Shaw and Partners
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Peter Willett Location
- Sydney, NSW, AU
Peter Willett Work
- 2021 -now Senior Private Wealth Adviser @
- 2014 -2021 General Manager Financial Advice @
- 2005 -2014 Senior Manager @
- 2004 -2005 Team Leader Paraplanning and Technical Services @
- 2002 -2004 Technical Services Adviser @
- 2000 -2002 Technical Services Adviser @ ipac - Company
- 1997 -2000 Team Leader Portfolio Watch (HNW offering) @ ipac - Company
- 1994 -1997 Settlements Officer @
Peter Willett Education
- Kaplan Professional
Master of Financial Planning (Finance, General)
2019-2023 - Kaplan Professional
Graduate certificate Financial Planning (Financial Planning and Services)
2018-2021 - Swinburne University of Technology
Graduate Certificate (Business Administration and Management, General)
2016-2018
Peter Willett Skills
- Financial Planning
- Financial Services
- Investments
- Wealth Management
- Retirement Planning
- Relationship Management
- Portfolio Management
- Management
- Insurance
- Retail Banking
- Finance
- Credit
- Training
- Budgets
- Microsoft Office
- Sales Management
Peter Willett Summary
- Peter Willett, based in Sydney, NSW, AU, is currently a Senior Private Wealth Adviser at Shaw and Partners. Peter Willett brings experience from previous roles at Stature Financial Group, HSBC, MLC Australia and St.George Bank. Peter Willett holds a 2019 - 2023 Master of Financial Planning in Finance, General @ Kaplan Professional. With a robust skill set that includes Financial Planning, Financial Services, Investments, Wealth Management, Retirement Planning and more. Peter Willett has 3 emails on RocketReach.
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