Peter Jacob is the Managing Director of Alphington Private Wealth Pty Ltd.
Peter’s approach to advising clients is dedicated, knowledge-based and thoughtful.
Peter has over two decades of experience within the Investment Management and Wealth Advisory industry, has excelled, using his high levels of energy, business savvy and outstanding people skills to become one of the most sought-after advisers in the industry.
Leading in a collaborative team effort, Peter aims to help clients realise their financial goals, having advised and managed private client portfolios worth up to $140M.
Experience within the Investment Management and Wealth Advisory industry, Peter has honed his skills within three of the largest financial institutions; Westpac Private Bank, ANZ Corporate and Institutional Banking, and AXA Funds Management.
He has advised institutional investors including, major superannuation funds, corporations, and affluent and ultra-high-net-worth individuals. He also has direct personal experience dealing with all aspects of wealth management and investments including private equity, property, equities, structured investments, hedge funds and fixed interest, both directly and through various investment structures, domestically and internationally as well as corporate master trusts, group, and personal life insurances.
Peter was the former Head of Southern Region for Westpac Private Bank’s Premium Wealth Services business. This business was responsible for direct investment portfolios for the banks’ top private clients across WA, SA, VIC, and TAS.
Today, Peter leads Alphington Private Wealth, a business he founded in 2011. Under the leadership and direction of Peter, Alphington Private has become a trusted and boutique financial advisory business and an alternative to institutionally owned and private banking financial planning offerings.
Peter holds an MBA (Melbourne Business School), a Grad. Dip. in Applied Finance and Investment as well as a Bachelor of Science (Forestry). He is a member of the Melbourne Chapter of the Financial Advice Association of Australia and is also a Fellow of the Financial Services Institute of Australasia.
To make an appointment with Peter, contact us. We have offices in Melbourne and Adelaide, and often meet with clients in all capital cities and remotely with the benefit of video meetings.