Neil Dhawan CPA

Neil is an accountant and prepares accounting and taxation work in conjunction with the other accountants on behalf of our clients.

Fay Zhu BCom CPA

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Fay is an accountant and prepares accounting and taxation work in conjunction with the other accountants on behalf of our clients. Contact Fay

Chris Ward

Chris

Chris is one of our Customer Service Officers and Office Manager. Chris also manages our accounts receivable. Contact Chris  

Sue Dickson

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Sue provides administration support to our accountants and financial planners as well as managing our share trading and portfolio management services. She also assists with the administration of our Self Managed Superannuation Funds. Contact Sue

Cliff Evans Fdn DFP

Cliff

Cliff is an integral part of our financial planning team and can be consulted on all aspects of financial planning and investments. Contact Cliff

Kate O’Brien

Kate

Kate manages our Centrelink clients, handling queries and also acting as an advocate for and monitoring clients’ requirements in relation to Centrelink and Veteran Affairs payments or correspondence. Contact Kate

Cherylyn Batten

Cherylyn

Cherylyn is responsible for all Corporate Affairs matters including Annual Reviews and lodging any necessary changes for companies. She also manages the compliance requirements of the practice and assists in arranging finance and loans for clients as well as providing administrative support for our financial planners and contractors. Contact Cherylyn