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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!

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Discuss your accounting, wealth or lending needs with our team today. Call (03) 5331 3711 or submit an online enquiry today.

Directors

Accounting

Dale Everett

Senior Manager

Sam Bird

Senior Accountant

Annie Deng

Superannuation Accountant

David Cuttler

Accountant

Saran Gration

Accountant

Aimee O'Brien

Accountant

Sarah Odgers

Accountant

Polly Parrott

Accountant

Shiwani Rana

Accountant

Tiarne Wealands

Accountant

Zankhana Chauhan

Graduate Accountant

Matthew Schaper

Graduate Accountant

Anna Trounce

Graduate Accountant

Fleur Morrison

Client & Team Administrator

Megan McCarty

Personal Assistant & Administrator

Mariah Robinson

Personal Assistant & Administrator

Financial Planning

Zoe Bandy

Representative

Emma Jeffrey

Financial Planning Administrator

Tori McLean

Financial Planning Administrator

Melanie Walsh

Financial Planning Administrator

Miah Goldsmith

Administration Assistant

Lending

Ben McDonald

Lending Manager

Tom Robinson

Lending Representative

Administration

Kim Warke

Customer Service Specialist
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