Peter, the founder of Pinnacle Tax & Accounting is proud to continue the traditions and reputation of the previous practices.

Peter’s hands on approach ensures that clients will always have someone in their corner that they can count on. Peter’s real life experiences provide his clients with an in-depth understanding of the complex issues and problems with running a small or family owned business.

Peter holds over 25years experience in advising, supporting and growing businesses of all types and sizes all over the state.

Peter understands the importance of community and family as shown by his commitment to the Rural Fire Brigade, Chamber of Commerce and Army Reserve.

In his down time he enjoys working on his property, involvement in his daughters many sporting and horse pursuits, cheering on his sporting teams and enjoying a nice glass of red with his wife.

Professional Qualifications

• Certified Practicing Accountants Australia
• Registered Tax Agent
• Bachelor of Financial Administration

Specialities

• Financial reporting
• Small business consulting
• Cash flow projections and business planning and implementation
• Accounting software review
• Business appraisal and evaluation
• Business structuring
• Estate Planning
• Tax Effective Structuring of Wealth and Business Creation
• GST and indirect tax

Wendy joined the team at Pinnacle Tax and Accounting in December 2010 and has seen the rapid growth and development of the firm since those early days. Also one of the Pinnacle Tax and Accounting originals, Wendy’s background is in taxation, having served 20 years with the Australian Taxation Office before branching out into bookkeeping and accounting. Wendy is Pinnacle Tax and Accountings quiet achiever whose responsibilities span all forms of compliance work, from preparation of financial statements through to tax returns and BAS.

Married with two daughters, Wendy has lived in the Wollondilly Shire for over 20 years and enjoys her daily commute to and from the office. When she isn’t working or spending time with her two small grandchildren, Wendy is probably busy planning her next cruise. With several of these under her belt Wendy firmly believes there is no better way to relax and unwind……..and catch a glimpse of the world along the way.

Jerry joined the Pinnacle Tax and Accounting team in October 2014 as a SMSF consultant on a casual basis and eventually became a permanent member of the team in January 2015.

Jerry has a wealth of experience in the Superannuation industry having worked with small and mid-tier chartered accounting firms, various SMSF administrators and larger industry superannuation fund administrators. His vast experience extends from accounting, tax and auditing to superannuation, retirement and financial planning. He is a member of CPA Australia and is a SMSF Association Specialist Advisor.

With his extensive experience, Jerry provides Pinnacle Tax and Accounting with invaluable skills in SMSF administration, tax, audit, retirement and estate planning and is our point of contact for all things ‘super’.

Outside of Pinnacle Tax and Accounting, Jerry has a passion for health and fitness and is a qualified personal trainer, having completed a Certificate III and IV in Fitness. He is well known for his strict exercise regime and healthy eating habits. He also likes to travel frequently and loves his food and wine.