Peter Bevan

Practice Manager

Education and accreditations
- MBA Master of Business Administration  
- AAICD Affiliate Australian Institute of Company Directors
- Advance Diploma of Financial Planning  
- Diploma of Financial Planning 

Employed at Calder Wealth Management since
- 9th of March 2010 

Peter Bevan

about me

I joined Calder Wealth Management in 2010 having started in the industry in 2006 as an adviser with NAB. Within CWM I spend my days crafting our client experience, as well as looking after our strategy and risk management plans. When the opportunity arises you will find me at the gym, hiking in the hills or at the beach to recharge my batteries. 

What’s the most influential book you’ve read?
Who moved my Cheese by Dr Spencer Johnson. I always believe that you need to get comfortable with being uncomfortable in life because you never know what’s next. 

What do you love most about being part of Calder Wealth Management?
We have a culture which allows not only time but a desire to build deep and long lasting relationships with our clients.

What quality of yours makes you best suited to what you do?
My upbringing instilled me with a great work ethic at a young age helping me appreciate the value of a dollar, I am a believer that hard work leads to success.  

What do you enjoy most about wealth management?
Most people have great money fears which are very real so it’s great to play a part to ease this anxiety. 

What is your Career highlight?
Being the youngest adviser in a big 4 bank at the age of 22 is a highlight but the great memories come from working with such a diverse range of people. Throughout my career I have lived and worked in Sydney, Adelaide and also been fortunate to work in rural Australia. 

What would you be doing if you weren’t working in wealth management?
My life revolves around sport so being a sports manager or talent scout would be a great way to spend my days. 

What’s the biggest challenge in wealth management?
Not paying attention to the ups and downs of investment markets which are so often driven by media hype with no real substance. 

How should people think about their wealth?
Objectively! It’s essential to focus on lifestyle goals and the outcomes and remove emotion from investing, harder said than done sometimes!