When it’s your business, we take it personally.

Your business is personal, and so is ours. Our people are our strongest asset and they offer decades of experience in fortifying the growth of our clients financial futures. We combine expert skills with clear communication, to help make your finance more accessible and less complicated. Talk to us today.

 
 

The Team

 
Jeremy SwanDIRECTOR Accounting“I’m passionate about providing “big picture accounting” and strategic advice that delivers lasting impact. I love to lean in to understanding how businesses tick so that I can deliver holistic, future-focused accountin…

Jeremy Swan

DIRECTOR
Accounting

“I’m passionate about providing “big picture accounting” and strategic advice that delivers lasting impact. I love to lean in to understand how businesses tick so that I can deliver holistic, future-focused accounting solutions that can truly help to propel my clients to reach the next level.”

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Tom NaughtinDIRECTOR Accounting“I like to operate from an ongoing, conversational perspective. I’m very much about building a lasting relationship with my clients so that my familiarity with their business can level-up alongside their long-term goal…

Tom Naughtin

DIRECTOR
Accounting

“I like to operate from an ongoing, conversational perspective. I’m very much about building a lasting relationship with my clients so that my familiarity with their business can level-up alongside their long-term goals, milestones and achievements.”

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Luke NaughtinDIRECTOR Advisory“I enjoy being a sounding board for my clients. I truly believe that quality financial advice is ultimately defined by the strength, trust and resilience of the relationship between client and adviser. Founded on likeminded values, transparency and an acute awareness of each individual’s pursuits and ambitions - we can make great things happen.”Read more →

Luke Naughtin

DIRECTOR
Advisory

“I enjoy being a sounding board for my clients. I truly believe that quality financial advice is ultimately defined by the strength, trust and resilience of the relationship between client and adviser. Founded on likeminded values, transparency and an acute awareness of each individual’s pursuits and ambitions - we can make great things happen.”

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Allan WiseDIRECTOR Advisory“I consider my role as more like a “Financial Coach”. While my approach is centred around understanding and building long-term collaborative relationships, I gain enormous satisfaction around developing personalised strate…

Allan Wise

DIRECTOR
Advisory

“I consider my role as more like a “Financial Coach”. While my approach is centred around understanding and building long-term collaborative relationships, I gain enormous satisfaction around developing personalised strategies that guide people towards achieving their own financial goals and lasting security.”

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Dani Tutorov

HEAD OF OPERATIONS

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Nick DaySMSF SPECIALISTRead more →

Nick Day

SMSF SPECIALIST

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William Phillips

SENIOR ASSOCIATE ADVISER, Advisory

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Jonathan Andrew

ASSOCIATE, Accounting

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Mattie Georgiou

ADMINISTRATION MANAGER, Accounting

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Hainah Cunanan

ADMINISTRATION ASSISTANT, Accounting

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Rose Garcia

ADMINISTRATION ASSISTANT, Accounting

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Katherine Luttrell

CLIENT SERVICES MANAGER, Advisory

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Norwin Collamat

CLIENT SERVICES ADMINISTRATOR, Advisory

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Want to join the team?Get in touch →


Want to join the team?

Get in touch →