|Name||Sally Portley, CFP®|
|Company||The Peak Partnership|
17-19 Mt Gravatt-Capalaba Road
Upper Mount Gravatt, QLD 4122
|Phone||00 3360 9888|
|Mobile||0413 743 441|
I've been a Director with The Peak Partnership since 1996. In addition to my own portfolio of business and personal accounting clients, I have overall responsibility for our financial planning, wealth protection and superannuation administration areas.
My career satisfaction comes from seeing our client/advisor relationship develop, sometimes over many years, and and helping our clients with an integrated whole of business and family life financial framework. It's what I aim to do for every client - provide ADVICE, CLARITY, DIRECTION.