For clients

We look forward to meeting you

Our staff are highly experienced, with the knowledge and understanding to support individuals, families and businesses to grow their wealth, maximise business outcomes and plan for retirement.

Our Directors

Myles Smith Director,  Accounting and Taxation
Formal qualifications:

B.Bus, Public Practice Certificate

Professional memberships:

FCPA

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Steve Kirkman Director, Financial
Planning
Formal qualifications:

Cert. Fin. Planner (CFP), Dip. Fin Planning, Acc adviser SMSF and margin lending. Cert IV Finance and Mortgage Broking, Dip Finance and Mortgage Broking Manager.

Professional memberships:

Certified Financial Planner with the FPA

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Scott Maroske Director, Self Managed Superannuation
Formal qualifications:

B. Comm, Public Practice Certificate, Dip Financial Planning,

Professional memberships:

FCPA, Acc SMSF, SSA

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Mick Harding Director, Accounting and Taxation
Formal qualifications:

B.Com, Public Practice Certificate, TPB, Approved SMSF Auditor

Professional memberships:

FCPA

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Ben Horner Director, Audit and Assurance
Formal qualifications:

B.Com, Public Practice Certificate, GDipAppCorGov, AGIA, Registered Company Auditor, Approved SMSF Auditor

Professional memberships:

CA

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Amanda Roberts Director, Accounting and Taxation
Formal qualifications:

B.Bus, JP (Qual), Public Practice Certificate

Professional memberships:

FCPA

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Nathan Johnson Director, Accounting and Taxation
Formal qualifications:

B. Com

Professional memberships:

CPA

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Petrina Stamos Director, Accounting and Taxation
Formal qualifications

B. Com, JP (C.Dec)

Professional memberships:

CA

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Our Senior Team

Kent Paroz Associate
Formal qualifications:

Grad Dip FP, Adv Dip FS, Dip FS, C.Dec

Professional memberships:

FAAA

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Ann King Senior Tax Specialist
Formal qualifications:

B.Bus

Professional memberships:

CPA

Jane Toms Senior Tax Specialist
Formal qualifications:

B.Com, Public Practice Certificate, JP (Qual)

Professional memberships:

FCPA, FTI

Tim Bate Senior SMSF Specialist
Formal qualifications:

B.Bus, LLB (Hons)

Professional memberships:

SSA

Natalie Hampson Audit Manager
Formal qualifications:

B.Com

Professional memberships:

CPA

Robert Franklin Senior Financial Planner
Formal qualifications:

Diploma of Finance & Mortgage Broking Management, B. Econ, Masters in Personal Financial Planning

Professional memberships:

FINSIA

Jerry Reading Financial Planner
Formal qualifications:

Dip FP

Professional memberships:

FPA

Find out how our team of experts can assist you.

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