About UsPetrus Private Wealth provides experienced, diversified and integrated wealth management solutions for individuals, families and organisations. Most of our clients have been kindly referred to us.Principal adviser, Peter Kerkvliet, is an Investment Adviser and Certified Financial Planner who manages his clients’ affairs with complete professionalism and dedication to achieving the best possible outcomes to meet his clients’ goals. Peter started Petrus Private Wealth in 2024 after working at larger firms such as Wilson Dilworth, UBS Wealth Management, Morgans (15 years) and Shaw and Partners (6 years). Peter has over 30 years of experience in wealth management, delivering strategic advice and investment advice on a wide range of areas including share investment, portfolio and risk management and fixed interest. Areas of expertise include:
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My approach is to treat each client as an individual and to build a portfolio that precisely meets their requirements. I focus on establishing long term partnerships with my clients and providing quality advice to help them protect and grow their wealth.— Peter Kerkvliet |
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SPACING ONLY. CLEAR FORMATTING TO MAKE TEXT.
Petrus Private Wealth Pty Ltd ABN 18 681 354 496 is an Authorised Representative (No. 001312083) and Peter Kerkvliet is an Authorised Representative (No. 001267219) of Petrus Wealth Management Pty Ltd ABN 71 676 288 627 & AFSL 558284