A Team That Partners With You
Our experienced and reliable team are dedicated to your success across all fronts.
The Management Team

Tim Davis
Managing Director & CEO
Tim Can Help With:
Advisory | Tax | Outsourced CEO/CFO

Stephen Wilson
Director of Financial Planning
Stephen Can Help With:
Financial Planning | Insurance| Wealth Management

Shona Sherman
Director of Super; Practice Manager
Shona Can Help With:
SMSF | Tax | Wealth Management

Chris Jones
Director of Financial Planning
Chris Can Help With:
Financial Planning | Investments | Super | Insurance | Retirement Planning | Margin Lending

Joshua McDade
Director
Josh Can Help With:
Tax | Advisory | Cash Flow Management | Budgeting | Payroll & Superannuation.

Samantha Sheriff
Director of Accounting
Samantha Can Help With:
Accounting | Tax | SMSF | Budgeting | Cashflow
Accounting Team

Jodi McKenna
Senior Accountant

Desley Hodgson
Senior Accountant

Chris Baird
Senior Accountant

Danielle Barrow
SMSF Senior Associate

Craig Elsley
Senior Associate

Wendy Litherland
Accountant

Nick Davis
Accountant

Cate Morse
Accountant

Jeffrey Chui
Accountant

Alyssa Edens
Accountant
Admin Team

Stacey Van Der Merwe
Executive Assistant

Nannette Wilson
Financial Planning – Team Leader

Alison Pearce
Client Liaison Officer

Cath Bigham
Reception

Mirna Lukic
Accounting Administration

Jade Seath
Financial Planning Assistant