Pete Pennicott

Co-Founder and Principal Adviser

Pete is our resident investment nerd, and you can regularly find him pouring through company financials. He is one of the few people that gets excited during the corporate reporting season.

Pete loves a chat and is a big picture thinker who gets a kick out of the strategic and financial modelling part of financial advice. He hails from a large family which has clearly influenced his approach to financial planning, which is all about the impact on the household. He is continually reinforcing how significant an impact a well-executed financial strategy can have on a families quality of life and opportunities they can access.

Pete’s time is shared between managing his client’s strategies and overseeing our investment committee. He practices what he preaches and loves to learn by doing, so he is regularly an early adopter of new solutions to road test these before they get the seal of approval for our clients.

When he’s not in the office, you will find him enjoying a glass of red wine with friends & family (WA cabernets are a current favourite), attempting to play basketball and supporting his beloved Hawthorn Hawks. He is a proud parent of two little ones, so if he appears a little weary, you can assume it is the kids, or he has stayed up to monitor global markets.

 

Role, qualifications, scope of advice and disclosures

Peter (Pete) Pennicott (AR Number 443520) is a Principal Adviser at Pekada and holds a Masters of Commerce (Financial Planning) and Bachelor of Commerce (Accounting/Financial Planning).

Pete is authorised to provide financial strategy and product advice, and to deal in a financial product by arranging for a financial for a financial product to be acquired, disposed of or varied, specifically:

  • Life Insurance
  • Investment Products
  • Life Insurance Risk Products
  • Superannuation and Rollovers
  • Managed Investment Schemes
  • Retirement Planning
  • Managed Investments (Unit Trusts)
  • Pensions and Annuities
  • Social Security
  • Estate Planning
  • Debt Reduction Strategies
  • Self Managed Superannuation Funds
  • Standard Margin Lending Facility

Pete is an equity holder in Wealth Collective t/as Pekada, and may receive capital and profit related benefits.