About Richard Richard began his career at an international insurer where he initially underwrote risk for small to medium businesses. Over a five year span with this insurer, Richard worked in a range of roles before settling into business development, working specifically with insurance brokers. It was in this role that he discovered a passion for…
About Patrick Patrick from PFS Financial Services has a genuine interest in helping clients. His focus is always on finding the best solution for each individual situation, not on taking the quickest, easiest path and just pushing a mortgage product. In fact, in Patrick’s view, the product is the last step in the process. The first…
About Julian Julian began his career in financial services with a major bank in 2001 before turning to Financial Planning and becoming an adviser in 2002. Since starting his own firm Plenary Wealth in 2005 Julian has built a reputation for providing quality advice to a range of highly motivated and successful individuals and business owners.…
About Paul Paul is a Partner of Colquhoun & Colquhoun Solicitors specializing in business law, wills and estates, family law, conveyancing and litigation. With over 30 years experience as a lawyer, Paul possesses the skills and knowledge needed for his clients to achieve practical and effective outcomes for their business. Paul’s practice covers all the…
About Gabrielle Gabrielle is the Founder of Creative Accounting Pty Ltd dedicated to helping creative minds better understand their business numbers. She holds a Bachelor of Accounting, is a registered BAS Agent and winner of Xero’s Bookkeeping Partner of the Year 2016 & 2018 (Tasmania). Full of enthusiasm, Gabrielle thrives on helping business owners get rid…
About Teresa Teresa is the Founder of Tidball Accountancy Pty Ltd which is dedicated to helping businesses grow by giving business owners a clean and clear understanding of their financial position. She is an experienced accountant (in both private and public practice) with Xero Champion status. Her specialty relates to process improvements, creating efficiencies, and understanding…
About Stacey Stacey is an experienced Accountant with a background in business analysis & recovery, compliance, tax planning, business services and bookkeeping. Overseeing the complete ATO & ASIC compliance side of the organisation, Stacey co-ordinates customer work processes from start to finish, ensuring quality content and efficient turnaround times. Stacey is business degree qualified with…
About Anusha Anusha is a qualified Chartered Accountant, Tax Consultant, and Business Services Specialist, with an advanced profile as CA with leading mid-tier chartered accounting firms. Anusha’s expertise is in small to medium size business financial management and taxation. She has an eye for detail and sees great purpose in transforming data into useful financial…
About Leah Leah is a qualified Chartered Accountant, Registered Tax Agent and Public Practitioner with extensive experience in accounting and finance – from both a chartered and commercial background. Leah founded Minnik Chartered Accountants, Business Advisors, Tax Agents in 2009. It is Leah’s dedication to helping others bank-roll their goals and dreams that keeps her…