Meet the team

Catherine Smith

CEO, Founder and Managing Director

Click Here to Contact Catherine Smith or Read Bio

Michael Johnson

Director, Senior Business Accountant and Tax Agent

Click Here to Contact Michael Johnson or Read Bio

Trudy Heins

Director Financial Planning Team, Senior Financial Planner

Click Here to Contact Trudy Heins or Read Bio

Chris McGuigan

Tax Team Manager and Senior Business Accountant

Click Here to Contact Chris McGuigan or Read Bio

Jeffrey Herron

Director Property Management Team

Click Here to Contact Jeffrey Herron or Read Bio

Carl Fenton

Business Accountant and Tax Agent

Click Here to Contact Carl Fenton or Read Bio

Mary Zamer

Tax Accountant

Click Here to Contact Mary Zamer or Read Bio

Simon Spriggs

Senior Tax Accountant

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Abby Morphett

Director and Manager Melbourne, Tax Accountant and Mortgage Broker.

Click Here to Contact Abby Morphett or Read Bio

Iris Yan

CPA Accountant

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Hock Liaw

Financial Planner

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Elaine Yao

Tax Accountant

Click Here to Contact Elaine Yao or Read Bio

Ninette Ferlitsch

SMSF Specialist, SMSF Team Manager

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Gerard Ball

Senior Financial Planner

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Jessie Zhang

Mortgage Broker Assistant

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Alex Xue

Tax Accountant

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Vaughn Smiles

Admin and Junior Accountant

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Abin Pyakurel

Assistant Accountant and Mortgage Broker

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Tanya Ristevska

Mortgage Broker Assistant

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Sherry Zhang

Mortgage Broker

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Jason Tyrrell

Mortgage Broker and Tax Accountant

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Andrew Brown

Financial Planner

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Ian Johnson

Mortgage Broker

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Anna-Marie Clarke

Tax Administration Manager and Assistant to Michael Johnson and Chis McGuigan

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Jessica Wong

Marketing Manager and Accountant

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Taylor Welsh

Property Manager

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Sian Ryan

Property Manager

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Maria Longland

Assistant to Andrew Brown

Click Here to Contact Maria Longland or Read Bio

Kym Gardner

Assistant to Catherine Smith

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Lina Avila

Receptionist / Admin Assistant

Click Here to Contact Lina Avila or Read Bio

Trudy Heins

Director Financial Planning Team, Senior Financial Planner

Click Here to Contact Trudy Heins or Read Bio

Hock Liaw

Financial Planner

Click Here to Contact Hock Liaw or Read Bio

Gerard Ball

Senior Financial Planner

Click Here to Contact Gerard Ball or Read Bio

Andrew Brown

Financial Planner

Click Here to Contact Andrew Brown or Read Bio

Maria Longland

Assistant to Andrew Brown

Click Here to Contact Maria Longland or Read Bio

Catherine Smith

CEO, Founder and Managing Director

Click Here to Contact Catherine Smith or Read Bio

Simon Spriggs

Senior Tax Accountant

Click Here to Contact Simon Spriggs or Read Bio

Abby Morphett

Director and Manager Melbourne, Tax Accountant and Mortgage Broker.

Click Here to Contact Abby Morphett or Read Bio

Jessie Zhang

Mortgage Broker Assistant

Click Here to Contact Jessie Zhang or Read Bio

Abin Pyakurel

Assistant Accountant and Mortgage Broker

Click Here to Contact Abin Pyakurel or Read Bio

Tanya Ristevska

Mortgage Broker Assistant

Click Here to Contact Tanya Ristevska or Read Bio

Sherry Zhang

Mortgage Broker

Click Here to Contact Sherry Zhang or Read Bio

Jason Tyrrell

Mortgage Broker and Tax Accountant

Click Here to Contact Jason Tyrrell or Read Bio

Ian Johnson

Mortgage Broker

Click Here to Contact Ian Johnson or Read Bio

Catherine Smith

CEO, Founder and Managing Director

Click Here to Contact Catherine Smith or Read Bio

Jeffrey Herron

Director Property Management Team

Click Here to Contact Jeffrey Herron or Read Bio

Jeffrey Herron

Director Property Management Team

Click Here to Contact Jeffrey Herron or Read Bio

Taylor Welsh

Property Manager

Click Here to Contact Taylor Welsh or Read Bio

Sian Ryan

Property Manager

Click Here to Contact Sian Ryan or Read Bio

Catherine Smith

CEO, Founder and Managing Director

Click Here to Contact Catherine Smith or Read Bio

Michael Johnson

Director, Senior Business Accountant and Tax Agent

Click Here to Contact Michael Johnson or Read Bio

Chris McGuigan

Tax Team Manager and Senior Business Accountant

Click Here to Contact Chris McGuigan or Read Bio

Carl Fenton

Business Accountant and Tax Agent

Click Here to Contact Carl Fenton or Read Bio

Mary Zamer

Tax Accountant

Click Here to Contact Mary Zamer or Read Bio

Simon Spriggs

Senior Tax Accountant

Click Here to Contact Simon Spriggs or Read Bio

Abby Morphett

Director and Manager Melbourne, Tax Accountant and Mortgage Broker.

Click Here to Contact Abby Morphett or Read Bio

Iris Yan

CPA Accountant

Click Here to Contact Iris Yan or Read Bio

Elaine Yao

Tax Accountant

Click Here to Contact Elaine Yao or Read Bio

Alex Xue

Tax Accountant

Click Here to Contact Alex Xue or Read Bio

Vaughn Smiles

Admin and Junior Accountant

Click Here to Contact Vaughn Smiles or Read Bio

Abin Pyakurel

Assistant Accountant and Mortgage Broker

Click Here to Contact Abin Pyakurel or Read Bio

Jason Tyrrell

Mortgage Broker and Tax Accountant

Click Here to Contact Jason Tyrrell or Read Bio

Anna-Marie Clarke

Tax Administration Manager and Assistant to Michael Johnson and Chis McGuigan

Click Here to Contact Anna-Marie Clarke or Read Bio

Kym Gardner

Assistant to Catherine Smith

Click Here to Contact Kym Gardner or Read Bio

Lina Avila

Receptionist / Admin Assistant

Click Here to Contact Lina Avila or Read Bio

Catherine Smith

CEO, Founder and Managing Director

Click Here to Contact Catherine Smith or Read Bio

Ninette Ferlitsch

SMSF Specialist, SMSF Team Manager

Click Here to Contact Ninette Ferlitsch or Read Bio

Catherine Smith

CEO, Founder and Managing Director

Click Here to Contact Catherine Smith or Read Bio

Jeffrey Herron

Director Property Management Team

Click Here to Contact Jeffrey Herron or Read Bio

Trudy Heins

Director Financial Planning Team, Senior Financial Planner

Click Here to Contact Trudy Heins or Read Bio

Hock Liaw

Financial Planner

Click Here to Contact Hock Liaw or Read Bio

Andrew Brown

Financial Planner

Click Here to Contact Andrew Brown or Read Bio

Maria Longland

Assistant to Andrew Brown

Click Here to Contact Maria Longland or Read Bio

Catherine Smith

CEO, Founder and Managing Director

Click Here to Contact Catherine Smith or Read Bio