Linkedin logo grey

Red dot3peter sheldon accountancy

PeterSheldon HS


At Peter Sheldon Accountancy we appreciate the individuality of people and businesses and are committed to providing timely, accurate solutions tailored to suit your particular situation. We work alongside you to solve problems that arise and help you reach your financial goals.

Our Mission is to provide accounting, taxation, management and investment services to individuals, businesses and community organisations in a manner which is efficient, reliable and 'You' focussed, and at all times, built on the foundation stone of integrity.

We are committed to forming close partnerships with our clients, enabling us to understand your unique situation and customise the assistance we provide to suit your requirements. Our commitment to excellence is evident in our hardworking team and the exceptional service we offer. 

Our enthusiasm for our work means you get a friendly team of professionals eager to use their expertise to help you succeed! For more information on how our expertise can benefit you, contact ushere.

Financial Planning*

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice 
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at Peter Sheldon Accountancy to guide you towards achieving your financial goals.

Back to Services 

Peter Sheldon Principal

Peter redcircle

Peter is highly qualified possessing a Bachelor of Commerce from the University of New South Wales.
He is a member of CPA Australia with the status of Fellow with  a Specialist Tax and Financial planning accreditation.
He is also recognised as a Specialist Advisor by the Self Managed Superannuation Association.
Peter is involved intensively in the local communiity, he has in the past been a member of APEX Australia serving a term as National Treasurer.
Peter has been treasurer of Maccabi Australia and is currently treasurer of a community day care centre and also treasurer of the Australian Friends of Magen David Adom.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound tby Count's Privacy Policy

Suite 707 35 Spring St, Bondi Junction NSW 2022
02 9389 9555

This email address is being protected from spambots. You need JavaScript enabled to view it. 

street sign2

 We Can Offer You

• Tax Advice • Financial Planning
• Superannuation Strategies
• Business Accounting Services
 • Trusts • Advice & Reviews of Rental Properties

Read More

 

 

Accounting Services

Accounting Services

At Peter Sheldon Accountancy we provide you with advice when your business needs it, not just when you ask for it. We help you manage every aspect of your business and because we establish a one-on-one relationship with each of our clients, our advice is tailor-made for your business. We've also developed our traditional auditing and accounting practices into innovative client-focused services. Our flexibility and adaptability ensure we help you get the best results..... 

Read more

FinacialPlanning

Financial Planning

 Wherever you are in your life, we can keep you on track to reach your financial and lifestyle goals.
Advice about starting out, spending and saving, paying off debt, accumulating wealth, pre and post retiring ... 

Read more