David is advisor and confidante to some of the most senior executives and private business owners in Australia. David combines his love of investing and developing strategic solutions to assist his private clients protect and grow their wealth over their lifetime and beyond.

David has extensive experience advising senior executives, private business owners and family offices as Chartered Accountant, Chartered Tax Advisor and Financial Advisor. He has a Master of Tax Law degree from Sydney University where he obtained a Distinction Average.

B.Bus, M.Tax (Syd), CA, CTA and SSA

Will is a dedicated Lead Adviser with a strong focus on delivering tailored financial solutions to clients and their families. With a background in business services, Will works closely with his clients to design and implement strategies that support long-term wealth creation, protection, and succession.

Passionate about building trusted relationships, Will is committed to understanding each client’s unique goals and circumstances. He prides himself on providing clear, strategic advice and outstanding service, ensuring clients are empowered to make confident financial decisions at every stage of life.

Zoe has over 21 years of experience in accounting and taxation. She is a Chartered Accountant and holds a Bachelor of Commerce (Accounting). Zoe is passionate about building long term relationships with her clients and assisting them with practical tools to grow and develop their business and wealth.

Tom has over 13 years’ experience in the accounting industry specialising in taxation, business services and superannuation. Tom has a passion for delivering practical, straightforward advice and fostering long term relationships with clients. Tom has a Bachelor of Business (Accounting), Master of Arts in International Studies as well as being a member of Chartered Accountants Australia and New Zealand.

Matt has over 30 years’ experience in business services, taxation and superannuation. He is qualified as a CPA and holds Chartered Tax Advisor status with the Tax Institute and a Bachelor of Business (Accountancy) from Charles Sturt University. Matt enjoys building and maintaining long term trusted advisor relationships with his clients and assisting them in attaining their long-term goals.

Nat is a seasoned financial expert with over a decade of experience, specialising in helping entrepreneurs and business owners understand their financial drivers, manage cash flow, and prepare for successful exits. Nat focuses on creating strategies for her clients to maximise business value and ensure sustainable growth.

B.Com, C.A.

Matthew has over 15 years of experience in Business Services & Advisory and Financial Planning. Matthew enjoys assisting clients with trusted advice to better their financial position and provide reassurance. Matthew is a Chartered Accountant and holds a Graduate Diploma in Financial Services and a Bachelor of Business (Accounting).

Sam is a Chartered Accountant with specialist expertise in self-managed superannuation funds. With over nine years’ experience, Sam is focused on helping clients achieve their long term goals. He prides himself on building strong relationships with clients and assisting with all their accounting and advisory needs. Sam holds a Bachelor of Commerce and a Bachelor of Economics.

Tara is a Chartered Accountant with over 7 years’ experience in the industry, specialising in business services and self-managed superannuation funds. Tara aspires to make accounting and taxation concepts simple and effortless for her clients, so they are able to focus more on their passions. Tara holds a Bachelor of Commerce (Accounting and Marketing) from Macquarie University.

Helen is a Chartered Accountant and has over 20 years’ experience working in public practice including providing tax and superannuation advice. She has a Bachelor of Commerce and a Master of Taxation. Helen enjoys assisting clients with their tax issues and helping clients grow their wealth to meet their retirement goals.

Daniel has over 15 years of experience in Management Accounting and Financial Analysis. He specialises in helping clients understand their capacity, revenue and expense drivers, key business valuation metrics while unlocking free cash flow. Daniel enables business owners to visualise their data and make key strategic decisions. His expertise includes business advisory services, financial modelling, cash flow forecasting, process improvement, and cloud system integration.