I am passionate about helping businesses to achieve their goals and assisting self-funded retirees to manage their wealth.
Peta is the Managing Director of the Bentleys Sunshine Coast office. With a background as a Compliance Officer at the Australian Taxation Office, Peta joined the Sunshine Coast office in 2005 and quickly became an integral part of the business. She was promoted to Partner in 2007.
Peta has a Bachelor of Business in Accounting, with an extended major of Professional Accounting and is also a Certified Practicing Accountant. She also completed a Diploma of Financial Planning in 2015 – specialising in superannuation advice.
She has significant experience in assisting clients with the proactive management of both their business and taxation matters. Peta has worked with clients across a diverse range of industries and issues and has a particular interest in:
- professional services businesses (including medical and legal professionals);
- building and construction;
- foreign tax matters;
- superannuation, including SMSF’s;
- business restructuring.
A passionate advisor, Peta enjoys collaborating with her clients to help deliver practical solutions to tax and business problems. She also takes the time to help business owners to develop their financial literacy so they can better understand and manage their businesses.
Peta also oversees all aspects of the operations of the Sunshine Coast office.
Peta is a Representative (RN: 001244420) of Bentleys (QLD) Advisory Pty Ltd (ABN 19 057 135 636, AFSL 274444) and can assist clients with specialist SMSF advice.