Our People in Profile

Our People in Profile

peakpartnership contact-us

Here's our team

A great bunch of people and really good at what they do. Find our more about them or get in touch for a chat. We're always here to help.


John Eales

John Eales

CONSULTANT

John is one of the founders at The Peak Partnership, leading the creation of the firm in 1979. Since then, John has been instrumental in developing The Peak Partnership into one of Brisbane's most-respected mid-size financial services firms.

He has spent more than half his lifetime building valued and trusted advisor/client relationships with business owners from a variety of industries – and many have ultimately become close friends. Overwhelmingly, they credit John for his part in helping them achieve a positive financial position.

A technically-proficient Chartered Accountant, John’s greatest attribute is his relationship management skill – well aware that open dialogue is the key to providing meaningful and relevant advice. John specialises in business accounting, tax planning, cash flow forecasting and budgeting, and estate planning.

When he’s not working, John remains actively involved with Act for Kids (his chosen charity for more than 20 years) and he continues consulting to Easts Tigers Rugby League Club – where he won first grade grand finals in the 1970s and was named in the club’s 75th Anniversary Team. As he heads towards semi-retirement, John and his wife Gina plan to spend more time travelling and getting to know the growing tribe of grandchildren.

EXPERTISE

  • Business and Financial Management
  • Personal and Business Tax Planning
  • Cash Flow Forecasting and Budget Management
  • Estate and Succession Planning
  • Aged Care Financial Transition

CREDENTIALS

  • Bachelor of Business
  • Chartered Accountant

CONNECT

E: johne@peakpartnership.com.au
P: 07 3360 9888

LinkedIn


Sally Portley

Sally Portley

DIRECTOR

Sally is our multi-task director at The Peak Partnership, in charge of her own business services team as well as overseeing the direction and operations of our Wealth Design and Superannuation Administration areas. Sally joined The Peak Partnership in 1982 and became a director in 1996.

Sally has extensive experience in business services; providing accounting, taxation and overarching business advisory expertise. Sally works with SME and family business clients, mostly in the manufacturing and property sectors.

A highly-qualified financial advisor, Sally is also well-placed to help clients develop an integrated wealth plan incorporating their business and personal financials and assets. Developing superannuation and retirement strategies is also one of Sally’s key strengths, particularly for clients who want the added flexibility and investment opportunities through self-managed super. Her SMSF capabilities extend to investment strategy, fund administration and compliance management.

Working closely with The Peak Partnership Wealth Design team, Sally has a number of business and high wealth individual clients who rely on her strategic expertise for their personal investments and inter-generational wealth planning.

In her downtime, Sally is an avid music fan and concert-goer known to be seen at more than the occasional festival. She’s also passionate about staying connected with her extended family.

EXPERTISE

  • Business Accounting
  • Personal and Business Tax Planning
  • Wealth Creation, Management and Protection Strategies
  • Superannuation and SMSF Administration

CREDENTIALS

  • Bachelor of Business
  • Chartered Accountant
  • CA Financial Planning Specialist
  • Certified Financial Planner (FPA)

CONNECT

E: sallyp@peakpartnership.com.au
P: 07 3360 9888

LinkedIn


Damian Knoblanche

Damian Knoblanche

DIRECTOR

Damian is our lead director at The Peak Partnership, driving our business development and the strategic direction of the firm, including our technology evolution.

Initially developing his accounting experience over a decade through small and medium sized firms, Damian joined The Peak Partnership in 1993 and was appointed director in 1996. Damian is a Fellow Member of Chartered Accountants Australia and New Zealand (CAANZ), celebrating 25 years of membership in 2013.

Damian’s expertise and absolute commitment is to support SME and family business clients with strategic and operational business advice, regardless of industry or business life stage, and to help those clients plan for the long-term viability of the business and their own personal financial well-being.

A renowned communicator and business speaker, one of Damian’s strongest assets is his ability to connect and engage with people from all parts of the business community. His approach towards the client/advisor relationship is to develop a hands-on knowledge of each client’s business and industry, actively consulting on opportunities and issues that can arise.

In addition to traditional business accounting, Damian specialises in client software services, GST, business services and planning, management accounting systems, and cash flow forecasts and budgeting. Damian is also an accredited Business Valuations Specialist and a highly-qualified financial planner.

Away from The Peak, Damian sits on the board of Cos IT Caird (one of our preferred charity partners) and he is a former Australian representative touch football player. He’s a self-confessed Cronulla Sharks NRL tragic who enjoys travelling with his wife Annette – his mantra is to take in as many life experiences as possible.

EXPERTISE

  • Business and Financial Management
  • Business Improvement Advice
  • Business Valuations
  • Personal and Business Tax Planning
  • Integrated Wealth Creation and Protection Advice

CREDENTIALS

  • Bachelor of Commerce
  • Chartered Accountant
  • Fellow Member of CAANZ
  • CA Business Valuations Specialist
  • CA Financial Planning Specialist
  • Certified Financial Planner (FPA)

CONNECT

E: damiank@peakpartnership.com.au
P: 07 3360 9888

LinkedIn


Robyn Henshaw

Robyn Henshaw

DIRECTOR

Robyn has been part of The Peak Partnership family since 1995, starting out as a junior accountant. Fast-tracking her way through to management level and then associate director, Robyn was rewarded for her long-term commitment to The Peak and her demonstrated leadership ability with her appointment to director in 2015.

Robyn’s main areas of expertise include the property development sector and B2B transactions, as well as working directly with clients on tax planning strategies and business structuring for growth. Robyn also plays a lead role in our staff training, HR management and recruitment – to ensure our service delivery right throughout the business remains top level.

As part of her professional development, Robyn completed her Financial Advisor studies and accreditation in 2016 – allowing her to take a more complete and hands-on approach towards her client relationships, working with them on all facets of their financial structures – from core accounting and taxation, business planning, through to personal wealth creation, management and asset protection.

Leading a team of accountants and support staff, Robyn is often acknowledged for her outstanding skills in managing team workflow to deliver quality work and value to her clients. Robyn is definitely part of the long-term leadership future at The Peak Partnership.

Outside the office, Robyn is star mother to Tammin – so naturally she's absolutely committed to her daughter’s ballet aspirations, as well as being actively involved in school networks. Robyn is also a keen traveller, regularly taking in overseas destinations with her daughter by her side.

EXPERTISE

  • Business Accounting and Tax
  • Business Structuring
  • Personal and Business Tax Planning
  • Wealth Creation, Management and Protection Strategies

CREDENTIALS

  • Bachelor of Business
  • Chartered Accountant
  • Accredited Financial Planner

CONNECT

E: robynh@peakpartnership.com.au
P: 07 3360 9888

LinkedIn


Brad Roberts

Brad Roberts

DIRECTOR

Brad joined The Peak Partnership in 2014, bringing a wealth of business management, accounting, financial planning and practical business expertise to our firm. Brad was appointed director in 2015.

With previous experience as a partnership business owner himself, Brad has a real empathy for SME and family business owners - understanding the opportunities and challenges they face every day. This is where Brad’s true value lies for his clients – he’s experienced the life of a business owner and he can quickly identify unique and complex SME business issues.

As a qualified Certified Practicing Accountant, Brad’s forte is to provide all-encompassing business advice - whether it’s around start-up processes, growth strategy, operational and financial management, or business risk through to succession planning and business exit strategies.

Brad is also an accredited financial planner, which means he can integrate his advice to include the personal financial management and retirement goals for his business owner clients. He has a particular interest in a coordinated approach towards estate planning and business succession planning – another area where he adds tangible client service value.

An excellent communicator and keen presenter at business forums, part of Brad’s brief is to match The Peak Partnership’s ‘one-stop-shop’ service offering to a dynamic and entrepreneurial SME sector to help build our client base of tomorrow.

With an in-depth understanding of technology, Brad is also in a position to help our clients take advantage of cloud accounting and other technology-based business solutions. Internally, Brad will drive the change of the practice to an even more business advice focused model to fit with our clients’ expanding needs for support beyond compliance and tax.

Away from The Peak, Brad maintains an interest in a home automation design and install business and he has his hands full with two young children. He is also a member of the executive committee for the Brisbane Small Business Facebook group, plus he is a keen AFL supporter and golfer.

EXPERTISE

  • Business and Financial Management
  • Business Improvement Advice
  • Business Valuations
  • Personal and Business Tax Planning
  • Estate and Succession Planning
  • Integrated Wealth Creation and Protection Advice

CREDENTIALS

  • Bachelor of Business
  • Certified Practicing Accountant
  • Accredited Financial Planner

CONNECT

E: bradr@peakpartnership.com.au
P: 07 3360 9888

LinkedIn


Pat Kelly

Pat Kelly

FINANCIAL & RISK INSURANCE ADVISOR

Pat is our head Financial and Risk Insurance Advisor at The Peak Partnership, managing a diverse portfolio of clients – ranging from people in their early 20s looking for an early start on their financial journey, through to successful retirees enjoying the rewards of a well-managed working life.

In line with our integrated advice approach, Pat often works closely with our senior accounting and business advisory team to structure a 'whole-of-client' financial strategy for the people who trust us to help them with their financial future.

Pat joined The Peak Partnership in 2001 as a paraplanner and, in 2002, he was named Independent Financial Advisor Paraplanner of the Year by the industry-leading IFA Magazine. Pat quickly moved through to financial planner level and in January 2012, he began advising across wealth protection (risk insurance) strategies to add greater depth to his client relationships.

Pat’s mantra is that whether it's a simply savings plan or a complex investment and wealth protection portfolio, his purpose for every client is to deliver advice, clarity, and direction.

When it’s pens down, Pat usually has his hands full with two young daughters constantly on the go – but he's also keen on hitting the golf course whenever he can find the time.

EXPERTISE

  • Investment Strategy
  • Transition to Retirement Strategy
  • Centrelink Benefits Management
  • Aged Care Financial Transition

CREDENTIALS

  • Bachelor of Economics
  • Bachelor of Commerce
  • Certified Financial Planner (FPA)

CONNECT

E: patk@peakpartnership.com.au
P: 07 3360 9888

LinkedIn


Will Pham

Will Pham

FINANCIAL & RISK INSURANCE ADVISOR

Will is one of our Financial and Risk Insurance Advisors at The Peak Partnership. A native Victorian, Will joined our team in 2015 after cutting his teeth in the financial planning sector over 11 years with mid-size southern firms.

Will has extensive experience in working with clients across all life stages in the areas of investment planning, risk management and retirement planning. He is also proficient in developing complex financial plans to accommodate his clients’ longer-term wealth creation goals. Will’s particular area of interest and expertise is across superannuation investment strategies.

Although he’s no longer a newcomer to Brisbane, Will still spends a lot of his downtime discovering what’s about in the south-east.

EXPERTISE

  • Investment Gearing
  • Transition to Retirement Strategies
  • Retirement Projections
  • Personal Risk Insurance Strategies
  • Centrelink Assessments and Entitlements

CREDENTIALS

  • Bachelor of Business
  • Diploma of Financial Services (Financial Planning)

CONNECT

E: willp@peakpartnership.com.au
P: 07 3360 9888

LinkedIn


Stephen Nardi

Stephen Nardi

SUPERANNUATION MANAGER

Stephen heads up our Superannuation Solutions division to provide clients with superannuation advice, as well as ongoing Self-Managed Superannuation Fund (SMSF) administration and compliance guidance.

Before joining The Peak Partnership in November 2011, Stephen had more than seven years’ experience in self-managed superannuation and business accounting roles, so he has an in-depth knowledge of the investment options and regulatory obligations around SMSFs.

Stephen is also an SMSF Association Specialist Advisor™ and he holds RG146 Compliance accreditation to provide financial product advice, enabling him to stay up-to-date with any key opportunities and legislative changes that relate to our SMSF clients.

A process-driven operator, Stephen has built our Superannuation Solutions area around efficiency and value for our SMSF clients. He is an advocate for automation tools that can streamline the SMSF compliance and reporting process. Equally, he understands that structuring SMSF investments requires thorough research, planning and collaborative discussion with clients.

When he’s not working at The Peak, Stephen is a dedicated traveller…he's off overseas at least once every year.

EXPERTISE

  • SMSF Compliance and Administration
  • SMSF Investment Portfolio Structuring

CREDENTIALS

Bachelor of Business (Accounting and Financial Economics)

  • Certified Practicing Accountant
  • SMSF Specialist Advisor™ (SMSF Association)

CONNECT

E: stephenn@peakpartnership.com.au
P: 07 3360 9888

LinkedIn


Steve Downs

Steve Downs

DIRECTOR – NEXUS COLLECTIONS

Steve heads up our Nexus Debt Recovery Solutions division, offering our business clients a range of debt recovery and accounts receivable (debtor management) services.

Steve has worked in the finance industry since 1985, specialising in credit management and risk management for much of that time. Steve understands the balance between extending credit as an effective sales tool and managing any potential exposure to bad debts. He also has a wealth of experience in recovering overdue payments while maintaining a harmonious relationship between supplier and customer.

Steve's business mantra is to focus on providing outstanding debt recovery and credit management services that consistently exceed every client's expectations.

When he's not collecting invoice payments for you, you'll most likely find Steve on the water somewhere on the Gold Coast...he loves his boating.

EXPERTISE

  • Individual debt recovery assignments
  • Debtor management
  • B2B relationship management

CREDENTIALS

  • Associate of the Australian Institute of Credit Management
  • Member of the Australian Institute of Company Directors
  • Commissioner for Declarations (Qld)

CONNECT

E: sdowns@nexuscollect.com.au
P: 07 3287 2433

LinkedIn

HOW CAN WE HELP?


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