Meet our experienced team of accountants, business advisors, financial planners, lenders.
Our dedicated team offers a breadth of services tailored to help you reach your financial goals. From experienced accountants and financial planners, through to risk insurance and lending experts – we’ve got you covered!
Get the Right Advice
Discuss your accounting, wealth or lending needs with our team today. Call (03) 5331 3711 or submit an online enquiry today.
Directors
Stephen Lewis
Director
Glenn Palmer
Director
Peter Afford
Director
Peter O’Connell
Director
Timothy Hovey
Director
Cameron Moore
Director
Brent Olszewski
Director
Thomas Elford
Director
Accounting
Dale Everett
Senior Manager
Sam Bird
Superannuation Manager
Anna Trounce
Senior Accountant - Team Leader
Susan Akindeju
Senior Accountant - Team Leader
Jack Hutchinson
Senior Accountant - Team Leader
Dolma Tamang
Senior Accountant
Polly Parrott
Accountant
Matthew Schaper
Accountant
Sarah Odgers
Accountant
Annie Deng
Superannuation Accountant
Jayden Borninkhof
Superannuation Accountant
Thomas Sharkey
Graduate Accountant
Kriti Lamichhane Kandel
Graduate Accountant
Montana Coates
Graduate Accountant
Fleur Morrison
Client & Team Administrator
Megan McCarty
Personal Assistant & Administrator
Megan Sellars
Personal Assistant & Administrator
Mariah Robinson
Personal Assistant & Administrator
Financial Planning
Tori McLean
Senior Financial Planning Administrator
Melanie Walsh
Financial Planning Administrator
Molly Buttler
Financial Planning Administrator
Emma Sinclair
Financial Planning Administrator
Lending
Ben McDonald
Lending Manager
Hope Pemberton
Lending Administrator
Administration
Kim Warke
Customer Service Specialist
Alannah Trevisan
Customer Service Specialist
