We brings together the expertise of specialists to provide cost-effective and practical financial advice solutions for you.


(03) 9896 5100

Surrey Hills, VIC, 3127


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 Specialist

Senior 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 Specialist


Marie Chov
Manager Client Services
Nic Carson
Client Services
Rhoda Lewis
Client Services / Office Administration
Kim Morrison
Client Services
Simone Houlihan
Client Services / Marketing

What Clients Say About Us