Peter Worcester is a true expert

Lots of experts know 'The Rules'. But they become lost when there are no rules - when it's time for something completely new. Peter is a true expert because he knows what to do when the rules have run out!

 

From his beginnings as an actuary, almost 40 years ago, Peter's expertise has broadened across all parts of a financial services 'machine' - from product creation and investment to marketing, distribution and client-facing sales processes. 

Peter gives his clients innovative and cost-effective solutions across a broad range of expertise. 

PRODUCT DESIGN & CREATION

  • Feasibility studies
  • Product design
  • Pricing of products

MARKETING & DISTRIBUTION

  • Marketing strategies
  • Placement of products on recommended/approved lists
  • Financial planner education 

INVESTMENT MANAGEMENT

  • Investment management
  • Multi-manager portfolio construction
  • Unit pricing structures

INVESTMENT OPERATIONS

  • Negotiation & management of service providers
  • Listed investments
  • ‘Back-office’ integrations 

CONSULTING SERVICES

  • Capital raising
  • Due diligence
  • Private equity
  • Hedge funds
  • Government & regulatory negotiations

Find out more about Peter Worcester.  Call Peter direct on 0414 303 322.