Peter Jacob is the Managing Director of Alphington Private Wealth Pty Ltd.
Peter has over 17 years experience within the investment management and wealth advisory industry and 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. Peter has advised and managed private client portfolios worth up to $140M.
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 Australian Institute of Company Directors, the French Australian Chamber of Commerce and Industry and is also a Fellow of the Financial Services Institute of Australasia.
He is also actively involved in a number of boards and committees including:
- Melbourne Business School Alumni Council (profile interview)
- Yarra City Council Business Advisory Group
- Australian College of Educators, Director and Chair of Finance & Risk Committee
- Alphington Paper Mill Action Group, President
- Kew High School, Councillor and Treasurer
Peter Jacob is an Authorised Representative (No. 412462) of Alphington Private Wealth Pty Ltd which is a Corporate Authorised Representative No. 412463 of Aon Hewitt Financial Advice AFSL No. 239183