• +61 (02) 9524 1538
  • [email protected]
  • 208, 16 Wurrook Circuit, Caringbah NSW 2229
  • PO Box 2475, Taren Point, NSW 2229

meet our

professional team

Our Team is made up of, one bold man, one dad body man, one partly bold man, and one monkey.

All here to help manage your business, wealth and investments, while delivering a smooth and professional experience.

image description
The Big Boss aka “The Bald Guy”
Position - Bachelor of Economics, Fellow CPA Australia, Registered Tax Agent

Coffee - Americano one sugar please

[email protected]

0418 478 789
image description
Bookkeeping, MYOB, Xero, Payroll systems
Undergraduate studying accounting, Bachelor of Science, Master of Pharmacy

Coffee - Americano, no sugar “he’s on a diet”

[email protected]

0423 860 629
image description
Office junior aka “The Gentle Giant”
Undergraduate studying accounting

Coffee - not sure!

[email protected]

0478 720 893
image description
Data entry and support services
Office junior - (Monkey)

Coffee - not yet, still on Oak and Big M