A Team That Partners With You

Our experienced and reliable team are dedicated to your success across all fronts.

The Management Team

Tim Davis

Tim Davis

Managing Director & CEO

Tim Can Help With:

Advisory | Tax | Outsourced CEO/CFO

Stephen Wilson

Stephen Wilson

Director of Financial Planning

Stephen Can Help With:

Financial Planning | Insurance| Wealth Management

Shona Sherman

Shona Sherman

Director of Super; Practice Manager

Shona Can Help With:

SMSF | Tax | Wealth Management

Chris Jones

Chris Jones

Director of Financial Planning

Chris Can Help With:

Financial Planning | Investments | Super | Insurance | Retirement Planning | Margin Lending

Joshua McDade

Joshua McDade

Director

Josh Can Help With:

Tax | Advisory | Cash Flow Management | Budgeting |  Payroll & Superannuation.

Samantha Sheriff

Samantha Sheriff

Director of Accounting

Samantha Can Help With:

Accounting | Tax | SMSF | Budgeting |  Cashflow

Accounting Team

Jodi McKenna

Jodi McKenna

Senior Accountant

Desley Hodgson

Desley Hodgson

Senior Accountant

Chris Baird

Chris Baird

Senior Accountant

Danielle Barrow

Danielle Barrow

SMSF Senior Associate

Craig Elsley

Craig Elsley

Senior Associate

Wendy Litherland

Wendy Litherland

Accountant

Nick Davis

Nick Davis

Accountant

Cate Morse

Cate Morse

Accountant

Jeffrey Chui

Jeffrey Chui

Accountant

Alyssa Edens

Alyssa Edens

Accountant

Admin Team

Stacey Van Der Merwe

Stacey Van Der Merwe

Executive Assistant

Nannette Wilson

Nannette Wilson

Financial Planning – Team Leader

Alison Pearce

Alison Pearce

Client Liaison Officer

Cath Bigham

Cath Bigham

Reception

Mirna Lukic

Mirna Lukic

Accounting Administration

Jade Seath

Jade Seath

Financial Planning Assistant