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This profile was last updated on 5/5/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Peter A. Connolly

Wrong Peter A. Connolly?

Financial Adviser

Phone: +61 * **** ****  HQ Phone
Email: p***@***.au
Local Address:  BRISBANE , Queensland , Australia
Centric Wealth Ltd
Level 9, 60 Castlereagh Street
Sydney , New South Wales 2000
Australia

Company Description: Centric Wealth is a boutique organisation that specialises in providing wealth advisory and accounting services. At the heart of our mission is to have the...   more
Background

Employment History

  • Owner
    Financial Aspirations
  • Manager
    Rothmans of Pall Mall
  • State Manager, Strategic Financial Planning, JBWere Asset Management
    Goldman , Sachs & Co.

Board Memberships and Affiliations

  • Authorised Representative
    AMP Limited
  • Member
    Mortgage Assn of Australia

Education

  • Advanced Diploma , Financial Services
  • B.B.A. , magna cum laude
    University
  • M.B.A. , with distinction
    Stern School
12 Total References
Web References
Peter ...
www.centricwealth.com.au [cached]
Peter Connolly
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Peter Connolly
Amanda E
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Peter Connolly
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Peter Connolly Peter is an Authorised Representative of Centric Wealth Advisers Ltd.
Experience Peter has 23 years' experience in the financial services industry. Prior to joining Centric Wealth Brisbane, Peter spent five and a half years with Goldman Sachs JBWere, most recently as Queensland State Manager of Strategic Financial Planning.
Prior to this Peter was with AMP for twelve and a half years with extensive experience in superannuation, income stream and retirement planning, insurance and managerial responsibilities.
Peter has been involved in the leading financial services industry bodies, having served on the Queensland Regional Council of the Securities Institute (now FINSIA). He has also participated in the Financial Planning Associations Retirement Planning and Taxation Planning subject review committees.
In 2006 Peter published a research paper "Sudden Wealth and Financial Decisions".
Peter was named in the 2009, 2010 and 2011 AFR (Australian Financial Review) Smart Investor Masterclass for Financial Planning. This is a list of the Top 50 Certified Financial Planners in Australia according to technical competence. In 2011 Peter was in the Top 10.
Peter ...
www.centricwealth.com.au [cached]
Peter Connolly
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Peter Connolly
Amanda E
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Peter Connolly
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Peter Connolly Peter is an Authorised Representative of Centric Wealth Advisers Ltd.
Experience Peter has 23 years' experience in the financial services industry. Prior to joining Centric Wealth Brisbane, Peter spent five and a half years with Goldman Sachs JBWere, most recently as Queensland State Manager of Strategic Financial Planning.
Prior to this Peter was with AMP for twelve and a half years with extensive experience in superannuation, income stream and retirement planning, insurance and managerial responsibilities.
Peter has been involved in the leading financial services industry bodies, having served on the Queensland Regional Council of the Securities Institute (now FINSIA). He has also participated in the Financial Planning Associations Retirement Planning and Taxation Planning subject review committees.
In 2006 Peter published a research paper "Sudden Wealth and Financial Decisions".
Peter was named in the 2009, 2010 and 2011 AFR (Australian Financial Review) Smart Investor Masterclass for Financial Planning. This is a list of the Top 50 Certified Financial Planners in Australia according to technical competence. In 2011 Peter was in the Top 10.
Crystal ball to wealth
www.thinkbigmagazine.com [cached]
Peter Connolly, financial planner, Centric Wealth Advisors Ltd believes we should lower expectations based on abnormal returns over the last five years and consider where profits will be made from passive investments and share markets over the next five years. Broadly he expects that share markets will generate around 5-6% above inflation. He believes that the sectors most likely to benefit are energy (in particular alternative energy sources such as bio fuels and ethanol) and soft commodities.
He maintains that the supply/demand ratio is unlikely to change over the next few years due to the drivers, "a rising wealth in Chinese and Indian middle classes, demand for energy, demand for food and supplies issues".
Centric Wealth :: Peter Connolly
www.centricwealth.com.au [cached]
Peter Connolly Centric Wealth :: Peter Connolly
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Peter Connolly
Peter Connolly is an Authorised Representative of Centric Wealth Advisers Ltd.
Experience
Peter has 20 years experience in the financial services industry. Prior to joining Centric Wealth in Brisbane, Peter spent five and a half years with Goldman Sachs JBWere, most recently as Queensland State Manager of Strategic Financial Planning.
Prior to this Peter was with AMP for twelve and a half years gaining extensive experience in superannuation, income stream and retirement planning, insurance and managerial responsibilities.
Peter has been involved in the leading financial services industry bodies, having served on the Queensland Regional Council of the Securities Institute (now FINSIA), as well as being a lecturer for their Graduate Diploma Program. He has also participated in the Financial Planning Association's Retirement Planning and Taxation Planning review committees.
In 2006 Peter published a research paper Sudden wealth and financial decisions.
Centric Wealth :: Wealth advisers
www.centricwealth.com.au [cached]
Peter Connolly
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