We provide a comprehensive Integrated Wealth Business service, designed to assist families in managing every financial facet of both their business and personal lives. Our skilled accountants expertly handle your taxation needs, ensuring efficiency and compliance, while our savvy financial advisers are dedicated to planning and safeguarding your entire financial future. Together, we offer a seamless, holistic approach to financial well-being.
VANESSA MENDES
PARTNER | ACCOUNTANT | FINANCIAL ADVISER
Vanessa grew up in the Lockyer Valley, is a country girl at heart who built her career in the city and she just gets business - it's in her blood. Being a degree qualified Financial Adviser as well as an Accountant, Vanessa specialises in Self-Managed Super Funds and makes utlising your superannuation to property easy.
Vanessa is able to help you with structuring your business and financial affairs in a manner that not only ensures the protection of your families assets, but also provides the most effective tax outcomes for your family group She is personable and clients appreciate her no fuss approach to providing honest candid advice.
KYM HOCKING
PARTNER | ACCOUNTANT
Kym was raised up North on a cane farm and specialises in Tax and Primary Production. Her extensive experience includes Manager at Ernst & Young and several years in the commercial sector in London. Kym is a member of the Chartered Accountants of Australia. She is a fabulous analytical Accountant who is great at thinking outside the box to get her clients the very best tax outcomes.
Kym enjoys working with clients to make tax law and meeting obligations easy! She's a wiz at cash flows, general business advisory and loves a good property strategy. Kym is dedicated to delivering quality client services while providing ongoing support ensuring the hard stuff is taken care of for our clients.
JACQUI DALEY
TAX MANAGER
Jacqui is beacon of brilliance in her field. With an extensive background in accounting and a profound understanding of tax laws, Jacqui excels in navigating the complexities of taxation, ensuring both compliance and financial optimization for our clients.
Jacqui's exceptional client service, marked by her ability to make complex tax concepts understandable, has made her a trusted and valued member of the team.
NANCY CROLL
SENIOR FINANCIAL ADVISER
Nancy, brings a wealth of experience and a rich cultural background to our team. With over 28 years in the financial sector, she has established herself as a respected authority in wealth management.
With expertise encompassing a wide range of financial services, including retirement planning, investment management, and risk protection. Her qualifications, which include advanced degrees in finance and numerous certifications, reflect her commitment to lifelong learning and professional excellence.
Nancy excels in building long-term relationships with her clients, guiding them through life's financial journeys with a steady hand. She is particularly adept at tailoring financial plans to suit diverse needs, drawing on her rich cultural understanding and personal experiences.
OLIVIA PRINCE
PRACTICE MANAGER
Olivia is a Qualified Accountant with an extensive corporate and big business background. She assists us with the day-to-day management of the practice while also helping take care of the administrative aspects of both our business and clients affairs. Highly experienced with exceptional people skills compliment Olivia's easy going approach.
REBECCA PIOTTO
SENIOR ACCOUNTANT
Rebecca is a qualified CPA with years of experience handling clients from all walks of life. She also specialises in SMSF advice and is our in-house MYOB guru any time a client gets stuck. She is extremely personable and knowledgeable.
Rebecca has developed a deep understanding of the intricacies of all our clients to assist with accounting, financial reporting, and tax regulations. Her expertise spans various industries, enabling her to provide tailored accounting solutions to a diverse range of clients.
NETTA FORRO
ADVICE MANAGER
Netta is a great lateral thinker always willing to go the estra mile for our clients. She is across every single one of our clients wealth strategies and ultimately manages the process from your very first appointment. with over 15 years in the financial services industry, she loves a complex strategy and is a specialist in SMSF and modelling cashflows for our clients purchasing real property with their super
.
SHANNAN COURTNEY
PROPERTY MANAGER
Experienced, professional and outstanding are some of the words that distinguish Netta. She is across every single one of our clients wealth strategies and ultimately manages the process from your very first appointment. She loves a complex strategy and is a specialist in SMSF and modelling cashflows for our clients purchasing real property with their super.