Peter CarrollBCom, CA, F Fin FBA, Specialist Accredited Adviser, MAICD, Tax Agent Partner
Peter has an uncanny eye for the true meaning behind financial accounts – an essential skill for business owners contemplating major business moves. He matches this skill with significant experience in mergers, acquisitions, divestments and capital raisings as well as all facets of the Fordham Wealth Journey.
Peter also enjoys coaching and mentoring his clients – working with them collaboratively to solve business problems and helping them with taxation, business planning, succession planning, asset protection, estate planning, business performance planning, corporate governance, directorships, asset protection and wealth planning assignments.
His diligent and questioning approach, combined with his empathy and strong communication skills, leave clients knowing he is on their side.
Industry specialisation: Private Businesses & their owners
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