Our Team

Sally Portley

Sally Portley

peakpartnership contact-us

Here's our team

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


Sally Portley

Sally Portley

Consultant

After almost 40 years in managerial and director roles with The Peak Partnership, Sally decided to step back from full-time work at the start of the 2021-2022 financial year. However, Sally continues to be an integral part of The Peak leadership team as a consultant.

This includes her involvement in the strategic direction and operational aspects of our Wealth Design (financial planning and risk insurance) area, with an emphasis on client ‘needs-based’ service.

Sally also works with our Directors around business services and advisory, and ‘whole of client’ relationships – integrating wealth creation and protection planning that incorporates clients’ business and personal financials and assets.

On the personal front, Sally is embracing a Gold Coast lifestyle and closer connections with family.

EXPERTISE

  • SME Business Advisory
  • Personal and Business Tax Planning
  • Superannuation and SMSF Administration

CREDENTIALS

  • Bachelor of Business
  • Chartered Accountant

CONNECT

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

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