Peter Acton Email & Phone Number

Sydney, Australia

My position is to engage prospective companies and to open up a dialog with them explaining what we can offer as a specialist provider of workplace financial advice and services. Generally I would make contact either through the Human Resources Director/ Manager or with Finance Directors, CFOs etc,explaining the services we provide such as.• Corporate Superannuation• Group Life Insurance• Group Salary Continuance• Financial education for employees• Financial and benefits… Show more My position is to engage prospective companies and to open up a dialog with them explaining what we can offer as a specialist provider of workplace financial advice and services. Generally I would make contact either through the Human Resources Director/ Manager or with Finance Directors, CFOs etc,explaining the services we provide such as.• Corporate Superannuation• Group Life Insurance• Group Salary Continuance• Financial education for employees• Financial and benefits advice for employeesQuite often we find common ground for further discussions, and at this point we would meet and go through our presentation which often opens up areas of further investigation. At this point our Principal Adviser Alan McCredie, who would be at the presentation would oversee any reports etc, that may need to be looked at. He then works in conjunction with our highly qualified account managers to provide detailed information that may be required. Any information would then be reported back to the company by the above, at a suitable or required time.We hold our own Financial Services licence which means we have no institutional involvement on what or who we use. It is very important to understand that we are fully transparent in our dealings with clients and work exclusively for the client and use the best method /products to fully suit the clients needs. This is in stark contrast to a company which may be private but are licensed by an authority through one or more major providers and are limited to the use of products and advice designated by the licensed provider under which their authority is based upon. This clearly limits their scope and is dictated by the institutions under which their license authority demands. Show less

Sydney, Australia

Responsible for sales of packaging machinery Mainly 3M types as well as all the consumables required by these such as machine roll packaging tape etc. Also hand held tape dispensers and gloves as well as many other types of industrial consumables.

Sydney, Australia

Advice and sales of computer consumables covering all areas of such. Including paper, inks, work space ergonomic furniture. Predominately i was responsible for the design and implementation of various type of printed company forms such as invoices, consignment notes, and statement forms etc, in many formats either continuous, from 2-4 ply products or single sheet-ed types. I would design such forms to client specifications, they would be proof read and signed off by the client, prior to our in… Show more Advice and sales of computer consumables covering all areas of such. Including paper, inks, work space ergonomic furniture. Predominately i was responsible for the design and implementation of various type of printed company forms such as invoices, consignment notes, and statement forms etc, in many formats either continuous, from 2-4 ply products or single sheet-ed types. I would design such forms to client specifications, they would be proof read and signed off by the client, prior to our in house printing. Printing computer consumable forms of all types was the core business of this company. Show less

Sydney, Australia

Advice in the areas of corporate superannuation, personal investments, insurance and superannuation for corporations, individuals and their families

Education record

Advanced Diploma Financial Services, Financial Planning And Services

A course of study to increase competence as a professional financial adviser and gain further knowledge and understanding.

Dip Fp, Financial Planning And Services

This course included subjects on: - Risk management and insurance - Investment planning - Taxation planning - Retirement planning - Estate.