Experience

Peer Wealth

• Australia
• Financial Services
• 1 - 100 Employee

• Partner

  • Mar 2015 - Present

  I specialise in tax planning for individuals and businesses, preparation of financial statements, start up businesses and business consulting / management. Ive helped start up and manage/advise businesses from many industries including Medical GP's, Construction, Retail, IT and Hospitality. I am a founding Partner at Peer Wealth, which is Sydney Northern Beaches 2017 Business of The Year. At Peer Wealth we help individuals, families and businesses achieve financial success. Other than accounting and business advise services Peer Wealth also specialises in: - Loan financing - Debt Restructuring - Financial Planning - Self Manage Super Fund accounting (SMSF) - Insurance - Asset protection - Retirement Planning Why Peer Wealth? We have built a complete Wealth Management and Accounting firm that is designed for our clients, to act as a sounding board that supports their growth and satisfies their financial and personal needs under one roof. One Roof. You can access all areas of your finance under one roof. Integrated. Your Financial Portfolio is integrated seamlessly allowing for optimal financial success. Adaptive. Designed to support YOU - your goals and your challenges. With professional qualifications with The Institute of Chartered Accountants and a Bachelor of Business and Finance at UTS, I welcome the opportunity to speak with you about you or your business so contact me on michael@peerwealth.com.au or (02) 8014 7608 Show less



Clarity Professional Group

• Australia
• Accounting
• 1 - 100 Employee

• Manager

  • Nov 2012 - Mar 2015

  Specialising in micro to SME business, investment, superannuation and personal tax matters Specialising in micro to SME business, investment, superannuation and personal tax matters



Bright Wealth Chartered Accountants

• Australia
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Feb 2010 - Nov 2012

  Preparation of financial statements, income tax returns and other tax related matters for all types of small to medium sized businesses. Including advice relating to structuring, asset protection, new business startups, capital gains taxation. Preparation of financial statements, income tax returns and other tax related matters for all types of small to medium sized businesses. Including advice relating to structuring, asset protection, new business startups, capital gains taxation.



WalterTurnbull

• Accounting
• 1 - 100 Employee

• Accountant

  • Dec 2008 - Feb 2010

  Preparation of financial statements, income tax returns and business activity statements for all types of small to medium sized businesses Preparation of financial statements, income tax returns and business activity statements for all types of small to medium sized businesses