Principal, BSc BEc FCA
Peter studied at the University of Sydney and enjoyed university life so much that he completed two degrees. He is a Fellow of the Chartered Accountants Australia and New Zealand, and the Australian Institute of Company Directors and is a Chartered Tax Adviser (CTA) of the Tax Institute. Peter is an authorised representative under the Corporations Act and is licensed to give investment advice. He is a registered tax agent, a registered company auditor, a registered SMSF auditor, an external examiner for the Law Society of NSW and a Justice of the Peace.
Peter has won various battles over the years against the Australian Taxation Office. He even convinced the Australian Securities and Investments Commission that Singapore does not have a separate capital city.
Peter has three daughters and seven grandchildren and is a keen skier and accomplished sculptor. He was on the Board of Management of his daughters’ school, Masada College for 10 years of which he served three years as honorary treasurer.
We’re a boutique Financial Services Firm and we’ve been helping our clients manage and build their wealth for over 39 years.
Peter Vickers founded the firm in 1979, with a core strength in accounting. As the needs of our clients has grown, so have our range of services. We now provide comprehensive support in:
Based in Sydney, 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, and we take pride in our ability to build long-term relationships, since they enable us to gain an in depth knowledge of a client’s financial affairs and objectives. It means we’re able to provide on-going proactive advice, helping people to reach their financial goals throughout their life.
What it’s Like Working with Us
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.
How much will it cost?
We understand that clients prefer to know the costs upfront. What we do is conduct an initial consultation so we can understand your financial position, your goals and objectives. We then provide you with a fee proposal. If at any time this needs to be altered, we contact you immediately to discuss the extra requirements.
The Insurance Team
Peter Vickers Insurance Brokers Pty Ltd was established in 1996 as a division of Peter Vickers Business Group to serve the growing insurance needs of our clients.
With a focus on small and medium sized business, we pride ourselves on providing you with independent, professional advice, so that you and your business are protected at all times.
We have access to a wide range of business insurance products designed to provide security, flexibility and market strength. Comprehensive business insurance is a necessity, and we recognise that with increasing costs, business owners might prefer alternatives to lump sum annual payments. Our brokers are available with information and advice on all aspects of business insurance, and will tailor an insurance package that’s suited to your business needs.
We provide you with fast, competitive service – from the initial enquiry right through to any follow up services such as claims, alterations to policies or changes in circumstances.
A Collaborative Forum for the owners and leaders of SME based on the North Shore of Sydney.