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
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
Emma Jeffrey
Financial Planning Administrator
Tori McLean
Financial Planning Administrator
Melanie Walsh
Financial Planning Administrator
Miah Goldsmith
Administration Assistant
Molly Buttler
Financial Planning Administrator
Lending
Ben McDonald
Lending Manager
Tom Robinson
Lending Representative
Administration
Kim Warke
Customer Service Specialist
