We have been helping individuals and businesses manage, protect and grow their wealth for over 40 years.
We’re a boutique Financial Services Firm based in Sydney. Peter Vickers founded the firm in 1979, with a core strength in accounting. As the needs of our clients grow, so too does our range of services. We now provide comprehensive support in
• Investment Services
We look after clients across a diverse range of industries and professions, throughout Australia and overseas. Some of our clients have been with us for over 30 years. We take pride in our ability to build long-term relationships since they enable us to gain in-depth knowledge of a client’s financial affairs and objectives. It means we’re able to provide ongoing proactive advice, helping people to reach their financial goals throughout their life.
Our cohesive teamwork means you have access to a wide range of expertise and resources. This enables us to provide you with the most appropriate and cost-effective advice for your individual situation. Our team meets daily, using our skills and expertise to discuss and resolve any issues surrounding your finances. We take pride in offering the best possible solutions and advice.
When you come on board with us, you’ll have a dedicated CRM who’ll be your main point of contact and is responsible for the day-to-day management of your work.
BSc BEc FCA
SKILLS & EXPERIENCE:
Chartered Tax Adviser, Authorised Representative under the Corporations Act licensed to give Investment advice. Registered tax agent, Registered company auditor, Registered SMSF auditor, External examiner for the Law Society of NSW and a Justice of the Peace.
"Without hesitation and I tell people often….
IF IT WASN’T FOR PETER VICKERS, PROFESSIONALLY, I WOULDN’T BE AT THE STAGE I AM TODAY.
YOU ARE THE BEST ACCOUNTANT I EVER WORKED WITH.
You taught me things that I still do to this day.
I will be forever grateful to you….."
- Joseph Gluck Accountor Pty Ltd