Our Advisers

 

Peter Leggett

Managing Director and Private Client Adviser

Qualifications
- Certified Financial Planner™
- Master of Financial Planning
- Bachelor of Business (Accounting)
- Advanced Diploma of Financial Planning
- Diploma of Insurance
- 30+ years of industry experience

Professional Associations
- Financial Planning Association of Australia
- Family Business Australia

 

As Managing Director of Arrow Wealth Management, it is my professional mission to protect families and individuals financially, ensuring that no matter what life brings they are on track to living out life as per their idea of financial freedom. As a true holistic adviser, I ardently work towards enabling clients to have a financial future that takes into account their core values, dreams, hopes and aspirations, fitting all the pieces of their lives together so they can get from where they currently are, to where they ideally want to be. I understand that my client’s needs are both immediate and long term, and that to achieve their financial goals they need a trusted adviser that can deliver personalised strategic advice and support. All clients of Arrow Wealth Management can expect this personalised care and will experience peace of mind and financial freedom from the entire Arrow team.


Judy Schmidt

Director and Private Client Adviser

jschmidt@arrowwealth.com.au

Qualifications
- Certified Financial Planner™
- Master of Financial Planning (DA)
- Bachelor of Business (Personnel)
- Advanced Diploma of Financial Planning
- Diploma of Mortgage Management
- 21+ years industry experience

Professional Associations
- Financial Planning Association of Australia
- Family Business Australia
- SMSF Association

 

As a Director of Arrow Wealth Management I am committed to providing the highest standard of client care and financial expertise to people from all walks of life. The most satisfying thing about what I do as a Private Client Adviser, is working alongside my clients as they reach the financial goals they thought they couldn’t, leading to excellent and outstanding results. I am particularly passionate about making a difference to the financial lives of individuals, families and business owners and have experienced that at the heart of everyone is their loved ones and how this drives people to look after their family. I enjoy seeing my clients learn and grow – being a part of this process with them and achieving all that we set out to do together.


Philip Morley

Private Client Adviser

pmorley@arrowwealth.com.au

Qualifications
- Certified Financial Planner™
- Bachelor of Commerce (Hons)
- Advanced Diploma of Financial Planning
- 20 years industry experience

Professional Associations
- Financial Planning Association of Australia

A person’s financial situation can be a sensitive topic, especially when it is being assessed professionally. As an adviser who has long and varied experience, I strive to develop and establish strong and trusting relationships with all of my clients by taking the time to understand their individual needs. I approach all my clients with the intention of always being available to support them through the various stages towards financial freedom by maintaining an ongoing, professional relationship. I believe in providing clients with my own high standard of honesty and integrity.