Our Team

Time in the industry: 7 years

Qualifications: (Related) Graduate Diploma Financial Planning, Advanced Diploma Financial Planning, Specialist SMSF Course (Unrelated) Bachelor of Science, Cert IV Small Business Management, Diploma of Audio Engineering

Favourite quote: In three words I can sum up everything I have learned about life, it goes on. Robert Frost

Favourite Netflix series:The Office (US Version)

Best book you’ve ever read: Black Edge Sheelah Kolhatkar or Flash Boys Michael Lewis

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Travel and learn new skills

When I grow up, I want to be … A good son, husband and father

Advice you would give your younger self: Do what you’ve done and be what you’ve been. And buy Apple shares instead of an iPod

Time in the industry: 20+ years but what’s time when you’re having fun!

Qualifications: Fellow Institute of Public Accountants, Bachelor Commerce (USQ). Master of Applied Taxation (UNSW)

Favourite quote: Feel the fear and do it anyway

Favourite Netflix series: Ozark, who doesn’t love a show about an accountant gone wild

Best book you’ve ever read: Mindhunter John Douglas

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Travel, when possible mixed in with volunteering at various community groups OR Own a vineyard

When I grow up, I want to be … I don’t ever want to grow up

Advice you would give your younger self: Take a leap of faith in yourself – you’ve got nothing to lose but everything to gain

Time in the industry: 28 years

Favourite quote: Live life to the fullest because you only live once

Favourite Netflix series: Don’t have Netflix.  Like the Grand Designs Series

Best book you’ve ever read: J.D. Robb’s In Death Series

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Travel the world

When I grow up, I want to be … I wanted to work in a bank

Advice you would give your younger self: Always be confident in yourself

Time in the industry: 3 years

Qualifications: B.Com

Favourite quote: Being deeply loved by someone gives you strength, while loving someone deeply gives you courage – Lao Tzu

Favourite Netflix series: Kingdom

Best book you’ve ever read: White Tiger Kylie Chan

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Have an adventure

When I grow up, I want to be … An archaeologist

Advice you would give your younger self: Everything happens for a reason

Time in the industry: 15 years

Qualifications: Certified Financial Planner, Bachelor of Business, Advanced Diploma of Financial Services (Financial Planning)

Favourite quote: Some people dream of success, others wake up and achieve it

Favourite Netflix series: Peaky Blinders

Best book you’ve ever read: The Wolf of Wall Street

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Travel extensively in Australia and overseas

When I grow up, I want to be … Fit, healthy and active

Advice you would give your younger self: Buy some classic Holden and Ford cars and put them in storage

Time in the industry: 17 years

Qualifications: Bachelor of Commerce

Favourite quote: Be yourself; everyone else is already taken

Favourite Netflix series: Don’t have/watch Netflix

Best book you’ve ever read: The Big Leap by Gay Hendricks

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Travel, hike all over the world, humanitarian volunteering

When I grow up, I want to be … A mermaid

Advice you would give your younger self: Enjoy this moment, because you’ll never get it back.

Time in the industry: 18 years

Qualifications: Bachelor of Commerce

Favourite quote: Tough times don’t last, tough people do

Favourite Netflix series: Previously Suits, more recently, The Good Doctor

Best book you’ve ever read: I liked Sam Thaiday’s autobiography – he’s a character

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Probably spend even more time at Softball tournaments and travelling

When I grow up, I want to be … A positive role model for those around me and also be more involved in local Not For Profit organisations

Advice you would give your younger self: Take the chance, before you know it, it will be too late

Role: Auditor/Accountant

Time in the industry: Approximately 10 years

Qualifications: Bachelor of Commerce

Favourite quote: You are the greatest project you will ever work on

Favourite Netflix series: Suits

Best book you’ve ever read: Anything by Nicholas Sparks – love a good ol’ classic romantic novel

Say you’re independently wealthy and don’t have to work, what would you do with your time?: I would always be by the beach – there are so many beautiful places within Australia that I’d like to visit and explore.

When I grow up, I want to be … A pro-boxer

Advice you would give your younger self: Trust that everything happens for a reason. No matter how hard it gets, have a little faith – you will make it.

Time in the industry: 25 years

Qualifications: Bachelor of Business – Accountancy, Fellow Institute of Public Accountants

Favourite quote: Insanity is doing the same thing over and over again and expecting different results. Albert Einstein

Favourite Netflix series: Vikings and latest is – Start Up

Best book you’ve ever read: Team of Teams

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Travel, kids and play golf

When I grow up, I want to be … Me

Advice you would give your younger self: Slow down and smell the roses

Time in the industry: I have been in the administration side of accounting, since July 2005

Qualifications: Diploma in Travel (Glad I’m not in that industry at the moment)

Favourite quote: Everything happens for a reason

Favourite Netflix series: Ummm NBN isn’t that great in our area, We don’t stream online programs  – I do watch a lot of NCIS though.

Best book you’ve ever read: I don’t like reading, if the book is good enough, they will make a movie out of it.

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Well since we are pretending I’m also going to pretend that COVID-19 doesn’t exist, So if I wasn’t working here, I’d be traveling the world.

When I grow up, I want to be … I don’t know how to answer this one. Young again . . . Who invented bills???

Advice you would give your younger self: Well that’s a loaded question, there is a lot of advice I would give, but in general – Do what makes you happy.

Role: Accountant, Staff Mentor

Time in the industry: 44 years

Qualifications: Fellow of the Institute of Chartered Accountants, Graduate of the Institute of Company Directors, Bachelor of Business

Favourite quote: You can’t improve what you don’t measure

Favourite Netflix series: Nothing stands out

Best book you’ve ever read: Mystic River by Dennis Lehane

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Own a record store

When I grow up, I want to be … An archaeologist

Advice you would give your younger self: Life goes fast, enjoy it

Time in the industry: 14 years

Qualifications: Diploma in Finance and Mortgage Broking

Favourite quote: Never look down on someone unless you are helping them up

Favourite Netflix series: Outlander

Best book you’ve ever read: Everything to Live For by Turia Pitt

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Holiday/Cruise around the world, adopt children and probably still work!

When I grow up, I want to be … Taller!

Advice you would give your younger self: Life is too short, enjoy every minute

Time in the industry: 23 years

Qualifications: Adv.Dip. Financial Services (Financial Planning), SMSF

Favourite quote: You never know unless you try. And you never get anywhere unless you ask.

Favourite Netflix series: Lucifer / The Good Doctor

Best book you’ve ever read: You Can Do It! Paul Hanna

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Complete my bucket list

When I grow up, I want to be … A race car driver

Advice you would give your younger self: It’s ok to test the waters, but don’t be afraid to jump in. Otherwise you may never know what lies beneath the surface of your fears.

Time in the industry: 33 years

Favourite quote: It always seems impossible until it’s done Nelson Mandela

Favourite Netflix series: Love a good musical

Best book you’ve ever read: Love The Lion, The Witch and the Wardrobe series. It’s the only book series I have ever re-read.

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Volunteer to help others

When I grow up, I want to be … A good person

Advice you would give your younger self: Don’t wish for tomorrow, live for today.

Time in the industry: Tax industry 13 years, Accounting overall 28 years

Qualifications: Bachelor of Business

Favourite quote: Happiness is your responsibility.  If you depend on or wait for other people to make you happy you will always be disappointed. Byron Pulsifer

Favourite Netflix series: Schitt’s Creek

Best book you’ve ever read: Pride & Prejudice Jane Austin

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Travel and take photos

When I grow up, I want to be … Retired!

Advice you would give your younger self: You can’t please everyone all the time so don’t bother trying.  Do what makes you happy.  Some people won’t like it but that’s their problem.

Role: Client Service Assistant

Time in the industry: 11 years

Favourite quote: “Everything happens for a reason” and “What will be will be”

Favourite Netflix series: I am not a big tv watcher (who has time to Netflix binge watch anyway 😊) but I did watch and enjoy Virgin River

Best book you’ve ever read: I don’t read anymore, I did however, used to enjoy reading true crime stories

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Spend time with my family and friends making memories

When I grow up, I want to be … Happy and healthy

Advice you would give your younger self: Just enjoy life…slowly, don’t wish it away, don’t have too many expectations…… and LISTEN to your Mum 😊

Time in the industry: 4 months

Qualifications: Bachelor of Commerce

Favourite quote: The way I see it, every life is a pile of good things and bad things. The good things don’t always soften the bad things, but vice versa the bad things don’t always spoil the good things and make them unimportant – 11th Doctor from Doctor Who

Favourite Netflix series: It’s not on Netflix but my all-time favourite tv show is Doctor Who. Who would’ve guessed.

Best book you’ve ever read: Do short stories count? Mountains of Madness by H.P Lovecraft

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Video games, and lots of naps with my dog. Yep, that sounds like the life.

When I grow up, I want to be … The best accountant that I can be.

Advice you would give your younger self: All you can do is your best. Don’t give up.

Time in the industry: 47 years

Qualifications: B.Bus DFP FIPA Registered Company Auditor Self Managed Superannuation Auditor

Favourite quote: You will never go broke paying tax

Favourite Netflix series: Banshee

Best book you’ve ever read: The Bone Collector

Say you’re independently wealthy and don’t have to work, what would you do with your time?: Travel

When I grow up, I want to be … A sports journalist

Advice you would give your younger self: Look after your health