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Peter Jacob, Director at Alphington Private Wealth

BAG member Peter Jacob is Director of Alphington Private Wealth, a firm specialising in Wealth Management and Financial Advice for Business Owners and their staff, executives and professionals.

They offer a highly personalised, pro-active management service with a unique understanding of their clients' financial needs and aspirations. They understand your requirement for wealth preservation.

Peter worked in the wealth management and advisory industry for 17 years at  Westpac Private Bank, ANZ Corporate and Institutional Banking and AXA Funds Management. Peter has a MBA from Melbourne Business School and a Grad. Applied Finance and Investment from the Financial Services Institute of Australasia and a B.Sc. (Forestry). Peter is a member of the Aust. Inst. of Company Directors and the French Australian Chamber of Commerce and Industry. He is also a Fellow of the Financial Services Institute of Australasia.

He is also actively involved in not for profit community organisations including, President of Alphington Paper Mill Action Group, Councillor and Treasurer of Kew High School Council and Director and Chairman of the Risk & Audit Committee of the Australian College of Educators.

"I was interested in being involved in BAG as I was keen to establish stronger links with the business community and government. Businesses and the people that run them are often very pragmatic and can often provide a rational voice and opinion. Working with other like minded business people and the Council was appealing to me and I hope that that my involvement means that I can add positive contributions to the Council's work and external relationships."

Peter consider the top 3 issues that face businesses in the City of Yarra to be:

  1. Understanding that most businesses have much "looser" geographic connections and boundaries than the Council has.
  2. Attracting clients in and around the City of Yarra. These can be businesses or residents. Many if not most residents work outside the City of Yarra.
  3. Pace of change in regard to technology and practical ways to use these new technologies in a positive business sense.

The City of Yarra is in many ways perfectly positioned to run a service business. It has a vibrant attractive "happening" feel to it. It is busy and has an environment that facilitates work. It has good transport and easy access to the city and similarly is easy to get to from other parts of Melbourne.



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