Peter has over 20 years experience in the accounting profession. He works with a large cross section of personal and business clients.

Peter’s specialty is tax, audit and assurance; and small business consulting.

Professional Qualifications

• Certified Practicing Accountants Australia
• Registered Tax Agent 

Academic Qualifications

• Bachelor of Financial Administration

Specialist Skills

• Small business consulting
• Cash flow projections and business plans
• Business appraisal and evaluation
• Business structuring for new business ventures
• Estate Planning
• Tax Effective Structuring of Wealth and Business Creation
• Self Managed Supperannuation Funds
   

Craig has 8 years experience in the accounting profession. He works with a large cross section of personal and business clients.

Craig’s specialty is tax, small business consulting and superannuation.

Professional Qualifications

• Chartered Accountants Australia  

Academic Qualifications

• Bachelor of Business (Accounting)

Specialist Skills

• Small business consultant
• Cash flow projections and business plans
• Business appraisal and evaluation
• Business structuring for new business ventures
• Estate Planning
• Tax Effective Structuring of Wealth and Business Creation  
• Self Managed Superannuation Funds

Neville a senior consultant with PTA has over 35 years experience in banking, finance and business development, including business syndications, mergers and acquisitions having worked for major Australian, UK and USA bank and finance corporations. He is well positioned to provide practical advice to personal, professional and business clients on product development, marketing, sales and business operations.

Academic Qualifications

• MBA  
• Fellow of Australian Financial Services Institute of Australia
• Bachelor of Business – commerce / marketing
• Accredited in Mediation & Dispute Resolution

Specialist Skills

Neville has consulted to clients in a wide range of industries, including construction, transport, property, medical, pharmacy and veterinary practitioners, agribusiness, manufacturing, wholesale and investment.

He has broad experience in all aspects of personal and business finance & lending needs, business development and marketing – especially direct mail, point-of-sale and e-channel marketing.

Neville’s philosophy is to ensure he understands his clients’ business, and looks to add value beyond the traditional 1 to 1 business relationship. He works extremely closely on assignments with Pinnacle Tax & Accounting to ensure business and taxation planning is integrated with clients’ marketing objectives. He believes this achieves the best overall outcomes for clients.

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