Managing Director
Dan is passionate about helping his clients be successful and making advisory services accessible to every business owner.
Director
Brendan is committed to helping clients achieve the three freedoms – Time, Mind & Financial Freedom.
Director
Hansa enjoys working with her clients to help them achieve their goals and to provide clear and relevant financial information
Director
Sam loves helping his clients solve problems and reducing their pressure points
Director
Jess enjoys working alongside clients to help grow their businesses and achieve their goals
Director
Associate Director
Ben loves working closely with his clients to help them achieve their goals
Associate Director
Lou loves working closely with businesses to help with goal setting and to keep them accountable.
Senior Manager
Man Yu is passionate about working with clients to reach their goals and to enjoy the journey.
Senior Manager
Stacey has strong connections with her clients; she is with them on their business journey every step of the way.
Senior Manager
Rochelle enjoys helping business owners grow their businesses & assisting them with financial and tax complexities that come with running a business.
Manager
Megan loves getting into detail and helping her clients work more efficiently.
Manager
James takes enjoyment from utilising his skills to provide valued input throughout client’s businesses.
Manager
Rajnesh enjoys helping clients to meet their compliance obligations and provide guidance on financial goals
People & Culture Manager
Anna’s passionate about creating an environment that recognises and supports each employee’s individual journey
Business Support Manager
Michelle enjoys working with the team ensuring Business and Administration processes are aligned
Marketing Manager
Claire loves keeping our clients up to date with key information through our digital platforms