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Peter Davies

Peter Davies

Executive Adviser / Chairman Investment Committee

Peter has worked in the financial services industry for over 35 years and has been providing personal financial advice for 20 years.

His experience includes over 20 years with a leading Trustee Services company where he held roles in Trust Administration, Trust Taxation, Superannuation, Portfolio Management, Funds Management, Marketing, and Profit Centre Management.

Peter continues to provide holistic personalised advice to a small and select group of clients. His unique client engagement style means he is able to have the hard conversations that need to be had in order to drive better client outcomes. He compliments this with his investment committee research work, responsibility and time as Chairman of the Symmetry Investment Committee.

Peter is a committed family man, keen hiker, handy fisherman and a keen but average surfer.

Peter Davies


0417 813 428

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