TRUTHACCURACYTIME
SERVICES
For Business Owners /
Executive Managers
mergers or acquisitions / business expansion / business performance improvement / business sale & exit / ownership transition / capital raising / corporate governance
For Private Individuals /
Family Groups
family wealth management / risk identification, monitoring & management / investment identification, analysis & management / general administration / family governance
QUALIFICATIONS
- Graduate (and Member) of the Australian Institute of Company Directors (AICD), Company Directors Course 2019.
- Certificate of Mortgage Broking, FINSIA (Financial Services Institute of Australia) 2018.
- Graduate Diploma of Applied Finance and Investment Management (KAPLAN) 2010.
- Bachelor of Management (Farm Business) University of Sydney (USYD) 2000.
- Financial Analysis Certificate, University of Technology, Sydney 2020.
- Fellow, FINSIA (Financial Services Institute of Australia).
EXPERIENCE
- Commercial and Corporate Banker for 20 Years – Financial Credit Analyst, Relationship Manager and Business Executive Roles.
- Company Director and Company Treasurer – Commercial Investment Interests.
- Not-For-Profit Organisation Director / Chairperson – Community and Social Organisations.
Email Address:
peter@prudentialam.com.au
Mobile Phone:
Street:
Postal:
PO Box 2677, Toowoomba City, QLD 4350