Summary
Peggy is a Principal at Stewart Brown Advisory and specialises in providing personalised superannuation and investment advice to a diverse range of high-net-worth individuals and families.
With more than 15 years of financial services experience, Peggy has extensive investment analytic skills and a broad knowledge of key asset classes. She has a client-focused approach to developing wealth management strategies and constructing portfolios that are effectively tailored to meet her client's requirements.
Peggy has a Bachelor of Business (Commerce) and is a Chartered Financial Analyst, a SMSF Specialist Advisor and member of the CFA Society Australia and a Justice of the Peace in NSW.
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