The Financial Planning Association of Australia The Financial Planning Association of Australia

Sally Portley, CFP®

Name Sally Portley, CFP®
Company The Peak Partnership
Address Level 1
17-19 Mt Gravatt-Capalaba Road
Upper Mount Gravatt, QLD 4122
Phone 00 3360 9888
Mobile 0413 743 441
Email [email protected]

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.

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