Team

Kelly is an award winning financial planner and accountant with over 10 years experience in the industry. Kelly prides herself on being able to come up with high-performing strategies...

Patrick is a dedicated CPA with fifteen years’ experience in business advisory and taxation.
Pat enjoys the challenge of resolving inconsistencies and likes to work actively with clients to improve their profit and grow their business.

With 37 years of experience, Alan has dealt with clients from numerous industries and professions advising on tax and business services...

Inex is our resident marketing and digital specialist. Coming from a digital marketing background Inex is the driving force behind the exploration and implementation of new technologies to assist in the client experience. Outside of her marketing role, Inex supports the financial planning team with administration and dealing with the various financial institutions on clients behalf.

Although he is the quietest member of the team, do not let Colin’s soft spoken demeanour fool you. Fluent in multiple languages and a whiz with numbers...

With a background in banking and Insurance Lorraine’s specialty is in SMSF administration. With an outgoing personality and genuine interest in clients lives, Lorraine is an integral part of the client services team.

Lee is a mortgage broker with over 15 years of experience in the finance industry, predominantly within the banking sector. His wealth of mortgage and finance knowledge...