About Us

Our Mission

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To build a successful 

business focused on:


  • Developing and implementing an individualised strategy that is based on obtaining a thorough understanding of our client's position, and variables that may impact upon them, in order to provide appropriate and timely information and strategic advice.
  • Providing access to comprehensive range of financial services, delivered seamlessly to meet our client's requirements.


Knowing our client is our strength.

Knowledge

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We serve a wide range of clientele and every client relationship is valued greatly.


  • Our strategy is to develop a close working pro-active relationship with our clients.  By maintaining this relationship with our clients we are able to regularly monitor their trading performance and thereby contribute to their decision making and business success. 
  • Understanding our client needs and potential has always been a primary focus in the delivery of our services.  By engaging our services you are accessing a wealth of specialised knowledge and experience.


Our People

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Peter Christodoulou CPA

Principal 

 

  • Peter is a Certified Practising Accountant (CPA) who has been practicing for over 15 years.  He is also a Registered Tax Agent.
  • He holds a Bachelor of Business (Accounting / Commercial Law) and, has completed a Diploma Financial Services (Financial Planning).  
  • He also is a registered (ASIC) Self-Managed Superannuation Fund Auditor, a Trust and Not-For-Profit Auditor and, a (LIV) Approved External Examiner.