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Darcy
Principal / Mortgage Broker
Darcy is our Registered Tax Agent and Principal. He is responsible for undertaking all accounting activities, including preparation, review and analysis of financial statements and tax returns. He has a keen interest in SMSFs and is also a qualified mortgage broker.
Sharon
Senior Financial Planner
Sharon has over thirty years of experience in financial services. She brings expertise in banking, lending, compliance, and financial planning, supported by a Master of Financial Planning and JP accreditation. Sharon is committed to building strong client relationships and guiding individuals toward secure financial futures. Whether navigating life changes like divorce, managing estates, or adapting to shifts in health or employment, she provides support and tailored solutions.
Olly
Senior Client Manager
Oliver has two decades of experience in the finance industry. His experience ranges from working as a practice manager at a thriving accountancy firm, serving as a finance director for a lucrative import company, and even running his own prosperous accounting business.
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Gillian
Workflow Manager
Gillian sits on reception. Gillian ensures the smooth running of the office and manages the flow of client work in and out of the office. She will also liaise with the ATO on the client’s behalf in relation to lodgement extensions and tax debt payment arrangements.
Krishneel
Practice Manager
Krishneel is our Practice Manager and is based offshore. He has 15 years of experience in Accounting/ Management Information Systems. In his role as Practice Manager, he utilises his strong interest in systems and IT, while incorporating his knowledge within the tax and accounting field.
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