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
Nicole Wang
Nicole Wang
Client Manager | Senior Accountant
Sviatlana Lisava
Sviatlana Lisava
Client Manager | Senior Accountant
Hong Hu
Hong Hu
Client Manager | Senior Accountant
Carmen Lei
Carmen Lei
Client Manager | Accountant
Taline Gulesserian
Taline Gulesserian
Client Manager | Accountant
Michael Rees-Evans
Michael Rees-Evans
Director
Nick Talley
Nick Talley
Wealth Adviser
Ben Lester
Ben Lester
Wealth Adviser
Christine Loxton
Christine Loxton
Client Services
Leilani Jones
Leilani Jones
Associate Adviser
Carol O'Riordan
Carol O'Riordan
Administration
Stuart Pearce
Stuart Pearce
Finance & Mortgage Broker
Andrew Weight
Andrew Weight
Finance & Mortgage Broker | Automotive Buyer's Agent
Naomi Scholten
Naomi Scholten
Finance & Mortgage Broker | Non-Conforming Specialist
Chris Oh
Chris Oh
Senior Loan Processor
Jenny Anicete
Jenny Anicete
Accountant
Eloisa Garcera
Eloisa Garcera
Accountant
Karen Aspa
Karen Aspa
Administration
Tom Richards
Tom Richards
Accountant

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.