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Sally Portley

CA

Sally is a Chartered Accountant and Certified Financial Planner, holding a Bachelor of Business (Accountancy) degree from QUT. In addition to these qualifications, Sally is an Authorised Representative of Professional Investment Services Pty Ltd – The Peak Partnership’s financial planning affiliate.

Sally joined the firm in 1982, and has been a Partner since 1996. She has extensive experience in business services and superannuation and controls both of these areas as well as being responsible for the Wealth Design and Risk Insurance divisions.