WHO WE ARE ?

 

We are team of accountants, wealth managers and business advisers with over 60 years of experience in looking after small and medium sized businesses and their families. We have evolved many times over the years, but what has remained constant is our passion and commitment to finding solutions that help our clients achieve their financial and lifestyle goals.

OUR TEAM

 
David Harrison
David Harrison
Director
Adrian Dorca
Adrian Dorca
Director
Joel Harrison
Joel Harrison
Director
Ian Cantwell
Ian Cantwell
Director
Terence Passas
Terence Passas
Accounting & Taxation Manager
Nicole Wang
Nicole Wang
Client Manager
Sviatlana Lisava
Sviatlana Lisava
Client Manager
Hong Hu
Hong Hu
Client Manager
Carmen Lei
Carmen Lei
Client Manager
Taline Gulesserian
Taline Gulesserian
Client Manager
Michael Rees-Evans
Michael Rees-Evans
Director
Nick Talley
Nick Talley
Wealth Adviser
Ben Lester
Ben Lester
Wealth Adviser
Christine Loxton
Christine Loxton
Leilani Jones
Leilani Jones
Misty Pryor
Misty Pryor
Practice Manager
Stuart Pearce
Stuart Pearce
Finance & Mortgage Broker
Andrew Weight
Andrew Weight
Finance & Mortgage Broker | Automotive Buyer's Agent

EXPERT SOLUTIONS

 

Building your financial roadmap one step at a time.
Let our experts get you there sooner.

We can design a personalized plan that explains how we can help you to reach your financial goals.