About Us - Our History
In 1979, Peter Wilson started a small accounting practice in Caloundra’s main street. Ulli Bendle joined Peter’s team in 1984 and shortly after became a partner. In 1997 the practice realised that their clients had a need for financial planning services and partnered with Professional Investment Services to provide this.
Peter retired from the practice in 2008. By this time, the practice had grown to have four partners and 20 staff and had relocated to larger premises on Baldwin Street.
On July 1, 2009 our name changed from Peter Wilson & Associates to PWA Financial Group to recognise the holistic service we offer which incorporates tax, financial planning, business advisory and personal insurance advice.
We realise that clients expect their Accountant and Financial Adviser to add real value to their business, investment and retirement plans and assist them in reaching their financial goals. At PWA Financial Group we offer friendly, personalised service from a dedicated team who are passionate about quality and ethics. We take the time to listen to our clients and pride ourselves on being approachable and to genuinely care for our clients. We provide comprehensive advice tailored to our client’s personal circumstances – and most importantly, provide advice which is explained in easy to understand language.
The broad range of experience and expertise within our team enables us to provide a holistic service for our clients, and create complete financial plans for the future based on their individual needs.
We have been fortunate to assist many respected businesses and individuals over the past 30 years and look forward to continuing to provide exceptional service to our clients in the future.