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

Chris McGuigan

Director, Tax Team Manager and Senior Business Accountant

Click Here to Contact Chris McGuigan or Read Bio

Trudy Heins

Director Financial Planning Team, Senior Financial Planner

Click Here to Contact Trudy Heins or Read Bio

Jeffrey Herron

Director Property Management Team

Click Here to Contact Jeffrey Herron or Read Bio

Abby Morphett

Director and Manager Melbourne, Tax Accountant and Mortgage Broker.

Click Here to Contact Abby Morphett or Read Bio

Ninette Ferlitsch

SMSF Specialist, SMSF Team Manager

Click Here to Contact Ninette Ferlitsch or Read Bio

Mark Stephens

Property Sales Director

Click Here to Contact Mark Stephens or Read Bio

Simon Spriggs

Senior Tax Accountant

Click Here to Contact Simon Spriggs or Read Bio

Hock Liaw

Financial Planner

Click Here to Contact Hock Liaw or Read Bio

Jason Tyrrell

Mortgage Broker and Tax Accountant

Click Here to Contact Jason Tyrrell or Read Bio

Mary Zamer

Tax Accountant

Click Here to Contact Mary Zamer or Read Bio

Carl Fenton

Business Accountant and Tax Agent

Click Here to Contact Carl Fenton or Read Bio

Iris Yan

CPA Accountant

Click Here to Contact Iris Yan or Read Bio

Ian Johnson

Mortgage Broker

Click Here to Contact Ian Johnson or Read Bio

Gerard Ball

Senior Financial Planner

Click Here to Contact Gerard Ball or Read Bio

Elaine Yao

Tax Accountant

Click Here to Contact Elaine Yao or Read Bio

Abin Pyakurel

Assistant Accountant and Mortgage Broker

Click Here to Contact Abin Pyakurel or Read Bio

Alex Xue

Tax Accountant

Click Here to Contact Alex Xue or Read Bio

Joe Arnold

Accountant and Bookkeeper in Training

Click Here to Contact Joe Arnold or Read Bio

Jessie Zhang

Mortgage Broker Assistant

Click Here to Contact Jessie Zhang or Read Bio

Hoa Luu

Mortgage Broking Assistant

Click Here to Contact Hoa Luu 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

Anna-Marie Clarke

Tax Administration Manager and Assistant to Michael Johnson and Chis McGuigan

Click Here to Contact Anna-Marie Clarke or Read Bio

Naomi Burgess

Tax Administration Assistant

Click Here to Contact Naomi Burgess or Read Bio

Jessica Wong

Marketing Manager and Accountant

Click Here to Contact Jessica Wong or Read Bio

Kym Gardner

Assistant to Catherine Smith

Click Here to Contact Kym Gardner or Read Bio

Lina Avila

SMSF Admin Assistant

Click Here to Contact Lina Avila or Read Bio

Maria Longland

Client Service Manager - WFC

Click Here to Contact Maria Longland or Read Bio

Michelle Gathercole

Admin Assistant to Trudy Heins

Click Here to Contact Michelle Gathercole or Read Bio

Karen Roberson

Senior Property Manager

Click Here to Contact Karen Roberson 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

Emma Dalmer

Executive Assistant - Wholistic Property Solutions QLD

Click Here to Contact Emma Dalmer or Read Bio

Hayley Utz

Property Manager

Click Here to Contact Hayley Utz or Read Bio

Cassie Jonassen

Property Manager

Click Here to Contact Cassie Jonassen 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

Maria Longland

Client Service Manager - WFC

Click Here to Contact Maria Longland or Read Bio

Michelle Gathercole

Admin Assistant to Trudy Heins

Click Here to Contact Michelle Gathercole or Read Bio

Catherine Smith

CEO, Founder and Managing Director

Click Here to Contact Catherine Smith or Read Bio

Abby Morphett

Director and Manager Melbourne, Tax Accountant and Mortgage Broker.

Click Here to Contact Abby Morphett 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

Abin Pyakurel

Assistant Accountant and Mortgage Broker

Click Here to Contact Abin Pyakurel or Read Bio

Jessie Zhang

Mortgage Broker Assistant

Click Here to Contact Jessie Zhang or Read Bio

Hoa Luu

Mortgage Broking Assistant

Click Here to Contact Hoa Luu 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

Kym Gardner

Assistant to Catherine Smith

Click Here to Contact Kym Gardner 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

Mark Stephens

Property Sales Director

Click Here to Contact Mark Stephens or Read Bio

Jeffrey Herron

Director Property Management Team

Click Here to Contact Jeffrey Herron or Read Bio

Mark Stephens

Property Sales Director

Click Here to Contact Mark Stephens or Read Bio

Karen Roberson

Senior Property Manager

Click Here to Contact Karen Roberson 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

Emma Dalmer

Executive Assistant - Wholistic Property Solutions QLD

Click Here to Contact Emma Dalmer or Read Bio

Hayley Utz

Property Manager

Click Here to Contact Hayley Utz or Read Bio

Cassie Jonassen

Property Manager

Click Here to Contact Cassie Jonassen 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

Director, Tax Team Manager and Senior Business Accountant

Click Here to Contact Chris McGuigan or Read Bio

Abby Morphett

Director and Manager Melbourne, Tax Accountant and Mortgage Broker.

Click Here to Contact Abby Morphett or Read Bio

Simon Spriggs

Senior Tax Accountant

Click Here to Contact Simon Spriggs or Read Bio

Jason Tyrrell

Mortgage Broker and Tax Accountant

Click Here to Contact Jason Tyrrell or Read Bio

Mary Zamer

Tax Accountant

Click Here to Contact Mary Zamer or Read Bio

Carl Fenton

Business Accountant and Tax Agent

Click Here to Contact Carl Fenton 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

Abin Pyakurel

Assistant Accountant and Mortgage Broker

Click Here to Contact Abin Pyakurel or Read Bio

Alex Xue

Tax Accountant

Click Here to Contact Alex Xue or Read Bio

Joe Arnold

Accountant and Bookkeeper in Training

Click Here to Contact Joe Arnold 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

Naomi Burgess

Tax Administration Assistant

Click Here to Contact Naomi Burgess or Read Bio

Jessica Wong

Marketing Manager and Accountant

Click Here to Contact Jessica Wong 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

Lina Avila

SMSF 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

Jeffrey Herron

Director Property Management Team

Click Here to Contact Jeffrey Herron or Read Bio

Mark Stephens

Property Sales Director

Click Here to Contact Mark Stephens or Read Bio

Kym Gardner

Assistant to Catherine Smith

Click Here to Contact Kym Gardner or Read Bio

Emma Dalmer

Executive Assistant - Wholistic Property Solutions QLD

Click Here to Contact Emma Dalmer 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

Maria Longland

Client Service Manager - WFC

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