Our Team
our team
Our Skilled Team Members
Our team consists of highly dedicated and experienced business and accounting professionals with expertise across financial planning, accounting, tax, superannuation and business advice. Each of our team of experts are here just for you.
Joint Managing Directors/ Advisors
Ian Morrison
Business Services / Financial Planning
Michael Houlihan
Business Services / Financial Planning / Super SpecialistSenior Advisors
Jackie Wyatt
Business Services/ Accounting
Billy Bong
Business Services/ Accounting
Ross Schoeffel
Financial Planning
Keith Foote
Financial Planning (Advisory Board)
Jane Hua
Financial Planner / Para Planner
Rebecca Pennell
Super Specialist
Chelsea Knight
Super SpecialistSupport
Marie Chov
Manager Client Services
Nic Carson
Client Services
Rhoda Lewis
Client Services / Office Administration
Kim Morrison
Client Services
testimonials
What Clients Say About Us
“Strategic Wealth Services were recommended to us about five years ago and they have been a pleasure to work with. The team are always available and ready to provide advice when required. They are responsive and understand very clearly our personal and business circumstances and objectives.”
Phil and Eva
"From the very first meeting, we both felt extremely comfortable with the company's Financial Planning Business Model and method of operation. Since committing to Strategic Wealth Services we have been delighted with the overall process, the excellent team and results achieved."
Ron and Jill
"Michael is someone we trust year after year to keep our financial goals in motion. Caring and responsive to any queries or questions we pose and always a pleasure to deal with."