Previously holding a similar position at the listed Cromwell Property Group, Peta brings over 25 years’ financial service experience gained in funds management, and wealth management.

As a top performing fund manager, Peta managed institutional cash and fixed income portfolios (in excess of $5b) for Suncorp Investments, and as an Executive Leader, led Cromwell Property Group’s Retail Funds Management business.

In private wealth management, Peta worked for investment banks UBS and Goldman Sachs JBWere, later working at Levantine Wealth (a boutique wealth manager) for family offices and SMSF clients. As an asset consultant for Research-IP she worked with investment committees, designing multi-asset portfolios for wholesale clients.

Peta’s education includes a Master of Applied Finance, Graduate Diploma in Applied Finance, Bachelor of Business (Banking and Finance), and RG146. Peta has completed the FASEA exam, as well as a Diploma and Advanced Diploma in Financial Planning. She also completed the AICD short course in Governance Foundations for NFP Directors.

Peta has served on the Property Councils of Australia’s Fund Manager’s Roundtable and FINSIA’s Regional Council. Her other pro-bono activities include talking about Finance on ABC Radio, acting as a Non-Executive Director, and Chairing the Finance & Risk Committee for a charity.