Spencer Broad (FCPA) Director
Scott Geare (CPA) Director
Chris Bolger (Dip FP) Director & Principal Adviser - AWM
Pyi Soe Swe Khaing (CPA) Manager
Adda Liang Senior Accountant (CPA)
Chanda Oakley Senior Accountant
Yuuka Seki Accountant
Vicky Zhang Accountant
Jason Truong Accountant
Bernice Dsouza Accountant
Elliot Mills-Edward Financial Advisor
Gaye Wade Practice Manager
Ruth Stewart Bookkeeper
Sarah D’Silva Paraplanner
Chloe Henderson Financial Planner Associate / Client Services Officer
Joey Rose Financial Planners Associate / Client Services Officer
Andrea Balfe Client Administrative Services
Sarah Byrne Receptionist / Client Services
Our team is committed to understanding your requirements and using our skills to assist in the growth and development of your business.
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