Peer Wealth is a boutique financial services firm based on Sydney’s Northern Beaches. We have built a reputation for integrity, professionalism, and long‑term client relationships, with many clients working with us across different life stages and generations. We operate as an integrated financial services firm, bringing together accounting, wealth management, and mortgage broking, supported by a trusted network of external specialists. This enables a collaborative and practical approach to delivering tailored financial services.
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Peer Wealth Questions
The Peer Wealth annual revenue was $5 million in 2026.
Tom Atkinson is the Partner of Peer Wealth.
31 people are employed at Peer Wealth.
Peer Wealth is based in Manly, New South Wales.
The NAICS codes for Peer Wealth are [541, 54121, 54, 5412].
The SIC codes for Peer Wealth are [872, 87].
Top Peer Wealth Employees
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Tom Atkinson
Partner at Peer Wealth
Sydney, NSW, AU1 -
Douglas Atkinson
Partner at Peer Wealth
Manly, NSW, AU1 -
Bill Walker
Chartered Accountant at Peer Wealth
Sydney, NSW, AU21 -
Daniel Brown
Financial Planner at Peer Wealth
Sydney, NSW, AU1 -
Loretta Lee
Senior Accountant at Peer Wealth
Sydney, NSW, AU -
Aries Pineda
Sr Accountant at Peer Wealth
Central Luzon, Philippines1 -
Graziella Ventura
Senior Accountant at Peer Wealth
Sydney, NSW, AU1 -
Vincent Ryan
Client Manager at Peer Wealth
Sydney, NSW, AU1 -
Elle Atkinson
Head of Operations at Peer Wealth
Manly, NSW, AU1
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