Team Members

Matthew Burke

PRINCIPAL PARTNER

BUSINESS MANAGEMENT & ADVISORY SPECIALIST

B.BUS (ACC & IT); CPA; DIP FP.

Kerri Stuart

ASSOCIATE

TAX & BUSINESS ADVISORY MANAGER

B.BUS (ACC & HR); CPA; XERO CERTIFIED; JP (QUAL)

Angela Marsden

TAX & BUSINESS ADVISORY MANAGER & SUPPERANNUATION SPECIALIST

B.BUS (ACC); CPA; DIP. FP; XERO CERTIFIED

Sheerie Gray

PERSONAL INSURANCE ADVISORY SPECIALIST

B.COM (ACC & IT); CPA; DIP. FP; JP (QUAL); XERO CERTIFIED

Esther Cirson

TAX & BUSINESS ADVISORY MANAGER

B.ACC; JP (QUAL); XERO CERTIFIED

Tammy Dalgliesh

TAX & BUSINESS ADVISORY ACCOUNTANT

B.COM (ACC & FIN); CPA; XERO CERTIFIED

Aimee Jones

TAX & BUSINESS ADVISORY SUPPORT OFFICER

 

Jenelle Olm

TAX & BUSINESS ADVISORY SUPPORT OFFICER

 

Priscilla Bramley

CUSTOMER BOOKKEEPING OFFICER

XERO CERTIFIED; XERO PAYROLL CERTIFIED

Jo Irwin

CUSTOMER BOOKKEEPING OFFICER

B.BUS (ACC); XERO CERTIFIED; XERO PAYROLL CERTIFIED

Kacee Lucht

CORPORATE RECEPTIONIST

 

Casey Krause

BUSINESS SERVICES SUPPORT OFFICER

 

Tiffany Taylor

BUSINESS SERVICES SUPPORT OFFICER

 

Courtney Sippel

BUSINESS SERVICES SUPPORT MANAGER

 

Georgina Haig

ACCOUNTS MANAGER | ASIC ADMINISTRATOR | HR ADMINISTRATION OFFICER

JP (Qual); Xero Certified; Xero Payroll Certified

Beth Mangan

COMMUNICATIONS & MARKETING OFFICER

 

Stace Rummenie

IT ADMINISTRATOR

Cert. IV IT; B.App Scl; Grad. Dip. Ed
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Learn from the experts

Five steps to secure your financial future

 

Life Insurance

is a lump sum payment that is paid upon death.
If your partner dies, can you afford to live?
Have you considered what needs to be paid for when your partner is gone?

Could you ...

  • Service their debt
  • Pay for funeral expenses
  • Support yourself
  • Care for your children as a single parent
  • Put your children through school

TPD, Trauma & Income Protection

TPD Insurance

... is paid in the event of permanent disability ...

Trauma Insurance

... is paid in the event of critical illness, such as a heart attack, stroke or cancer diagnosis ...

Income Protection

... is paid if you are sick or injured and cannot work ...

IF YOU CANNOT WORK...

  • How do you pay your bills?
  • Can you maintain your lifestyle if you never return to work?
  • How long could you reasonably last without income?

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