Our team of passionate, diversely experienced and knowledgeable people work collaboratively with one common goal – to help our clients achieve their ideal future. With our Vision and Values  clearly in mind and at the forefront of our actions, we enjoy working with equally passionate, innovative and ambitious clients who value our advice.  Our team includes a number of bilingual staff, if you wish to communicate with us in a second language, please ask.

Leadership

Nellie Fung

Director, Financial Planning

Alice Rush

Director, Accounting & Business Advisory

Nicholas Garland

Director, Accounting & Business Advisory

Brihony Copperwaite

Head of People & Culture

Lisa Sweeting

Marketing & Communications Manager

Accounting & Business Advisory

Financial Planning

Dane Williams

Client Services Officer

Alex Heathcote

Client Services Officer

Nerisa Alcuirez

Client Services Officer

Self Managed Superannuation

Amy Handley

SMSF Administrator

Clouie Sicat

Junior SMSF Accountant

Cristina Reyes

Junior SMSF Accountant

Chaunnel Lyn Cruz

Junior SMSF Accountant

Client Support

Cameron Crossman

Client Support Officer

Kate O’Donnell

Client Support Officer

Fatima Concepcion

Client Support Officer

Pooja Sree Pombarla

Client Support Officer

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