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