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
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
Senior Accountant

Sarah Odgers
Accountant

Polly Parrott
Accountant

Shiwani Rana
Accountant

Tiarne Wealands
Senior Accountant

Zankhana Chauhan
Superannuation Accountant

Matthew Schaper
Accountant

Anna Trounce
Accountant

Fleur Morrison
Client & Team Administrator

Megan McCarty
Personal Assistant & Administrator

Mariah Robinson
Personal Assistant & Administrator

Susan Akindeju
Accountant

Megan Sellars
Personal Assistant & Administrator
Financial Planning

Tori McLean
Senior Financial Planning Administrator

Melanie Walsh
Financial Planning Administrator

Miah Goldsmith
Financial Planning Administrator

Molly Buttler
Financial Planning Administrator

Emma Sinclair
Risk Insurance Administrator
Lending

Ben McDonald
Lending Manager

Hope Pemberton
Lending Administrator
Administration

Kim Warke
Customer Service Specialist