Expert personalised advice

in sydney cbd, neutral bay, penshurst and sutherland

We focus heavily on building long term relationships with our clients so that they can consistently receive quality ongoing advice.

Principal and director

Meet Peter Quinn

Our principal, Peter Quinn, is passionate about helping clients reach their goals and build a better financial future for their families.

Peter has over 30 years of experience as a chartered accountant and financial planner, helping business owners, professionals and executives to grow and manage their wealth. He blends his unique expertise with easy to understand advice to help his clients achieve their goals.

Peter is a Chartered Accountant (CA), Certified Financial Planner, Self-Managed Super Fund Specialist (Member SPAA), Accredited Aged Care Professional and a Fellow of the Australian Institute of Company Directors.

Peter’s experience and qualifications give him a unique balance of technical, compliance and practical advice.

Our Financial Planning and Tax Expertise

◎ visit our offices

With four offices located around Sydney, including the Sydney CBD, it’s easy to arrange an appointment that suits you.

Sydney cbd

Level 12
95 Pitt Street
SYDNEY
NSW 2000

neutral bay

Level 3
156 Military Road
NEUTRAL BAY
NSW 2089

PENSHURST

3 Laycock Road
PENSHURST
NSW 2222

SUTHERLAND

Level 3
3-5 Stapleton Ave
SUTHERLAND
NSW 2232

02 9580 9166

[email protected]
PO Box 200, Penshurst, NSW 2222