We know that people are the backbone of our business and we pride ourselves on the strong relationships we have built with colleagues, associates and clients alike. Our team are a powerhouse of talent, all of whom share a passion for helping you achieve your financial goals.
Brian is a Fellow of Chartered Accountants Australia + New Zealand, CPA Australia, and The Tax Institute, and an Associate of the Financial Services Institute of Australasia (Finsia). He also holds a Diploma in Financial Services.Read more
David is an Associate of Chartered Accountants Australia + New Zealand and Fellow of The Tax Institute. He also holds a Financial Services limited licence and is a Licenced Real Estate Agent, specialising in superannuation and real property transactions.Read more
Graham is a professional Financial Advisor, having completed studies in financial planning and risk insurance. He is also accredited with the peak professional body representing the SMSF sector throughout Australia – the SMSF Association as a ‘SMSF Specialist Advisor’, and is a Tax (financial) Advisor with the Tax Practitioners Board.Read more
Geoff Stein is a partner of Brown Wright Stein Lawyers. Geoff has been a lawyer in Sydney for over 20 years, specialising in commercial and tax law.Read more
Phil is a Fellow of the Australian and New Zealand Institute of Insurance and Finance and is an Associate of the National Insurance Brokers Association (NIBA) College. Phil is the Principal of Scorer Insurance Group and has over 35 years’ experience in the insurance industry.Read more
Steve is a loans & financing specialist and is a Member of the Mortgage & Finance Association of Australia. Steve is the Principal of Mortgage Choice, Chatswood with over 15 years of business advisory experience since completing his Chartered Accountant qualification in 2001.Read more