Small Business Tax Champions.

PARTNER

Ken is passionate about small to medium sized businesses and has been sharing taxation knowledge with clients for over 15 years.

PARTNER

Darren is motivated by building our clients private wealth through understanding their wants and needs. He’s been doing this for over 20 years.

PARTNER

Linda is a highly motivated lending professional, determined to place the correct lending requirements for every small business and every person she works with.

PARTNER

Emily has over 10 years of experience and is a small business tax champion. Her business and people understanding coupled with thorough tax knowledge are her strengths.

PARTNER

Bec has 20 years’ experience with property and small business taxes. Property is a favoured investment for many of our clients so her knowledge is vital.

PARTNER

Pat has over 25 years’ experience in small business tax advice. Championing small business tax, investment and structure requirements, Pat sets clients on the right path.

CLIENT SERVICES MANAGER

Ann has over 25 years’ experience in lending and Mortgages. Her knowledge and service is valued by all our clients.

SENIOR ACCOUNTANT – CA

Socheata has over 5 years’ experience working in small business tax. She is a Chartered Accountant with exceptional client service.

SENIOR ACCOUNTANT – CPA

Beau has over 6 years’ experience dealing with small business tax and investor clients. His commercial understanding of small business clients is excellent.

CLIENT MANAGER

Courtney has over 5 years’ experience as a Private Wealth Client Service Manager.  Her linking of our Tax Accountants with Private Wealth is vital.

SENIOR ACCOUNTANT – CPA

Bronwyn has over 23 years’ small business tax experience. Her client service is a hallmark of her work as is her knowledgeable advice.

SENIOR ACCOUNTANT – CPA

Annie has over 8 years’ small business tax experience. Her understanding of value for clients is a clear strength.

SENIOR ASSOCIATE

Sasi has over 25 years in accounting and tax, assisting clients develop sound strategies to make money from business and build their personal wealth.

SENIOR ACCOUNTANT – CPA

Ange has over 18 years’ small business tax experience. Ange champions small business people and what they are risking and trying to achieve.

STRATEGY & ADVICE MANAGER

Serge has over 10 years’ experience planning for small business people. He is a master at combining intricate tax strategies with Private Wealth.

SENIOR ACCOUNTANT – CPA

Allen has over 10 years’ experience dealing with small business taxation. He champions client value via structuring.

SENIOR ACCOUNTANT – CPA

Fumie has over 7 years’ experience with small business taxation. Her expertise with our Japanese clients is a hallmark of her service.

SENIOR ACCOUNTANT – CPA

Nicole has over 7 years’ small business tax knowledge. She has also been trained in all property taxes and so her advice is particularly valued in this space.