Sally Portley

Posted Thu, 30/07/2009 - 19:30

Sally is a Chartered Accountant and Certified Financial Planner, holding a Bachelor of Business (Accountancy) degree from QUT. In addition to these qualifications, Sally is:

  • a Member of the Institute of Chartered Accountants in Australia (ICAA);
  • a Member of the Taxation Institute of Australia;
  • a Member of the Financial Planning Association of Australia;
  • an accredited Financial Planning Specialist with the ICAA; and
  • an Authorised Representative of Professional Investment Services Pty Ltd – The Peak Partnership’s financial planning affiliate.

Sally joined the firm in 1982, and has been a Partner since 1996. She has extensive experience in business services and superannuation and controls both of these areas for The Peak Partnership, as well as being responsible for the Wealth Design and Risk Insurance divisions.

E: sallyp@peakpartnership.com.au
P: 07 3360 9888
F: 07 3422 0999Sally