Principals
Basil Brock
Managing Partner, Senior Principal - Tax
Wes Dunn
Principal - Tax
Felicity Melican
Principal - Audit
Darren O’Donnell
Principal - Tax
Leigh Marris
Principal - Tax
Kane Grant
Principal - Tax
Sean Delaney
Principal - Tax
Debbie Nankervis
Principal - Tax
Michael Klem
Principal - SMSF
Scott Dickie
Principal - Tax
Craig Telford
Principal - Tax
Stephen Davies
Principal - Tax
James Castley
Principal - Tax
Adam Smith
Principal - Wealth Management
Steven Van Ginneken
Principal - Tax
Kerrie Hughson
Principal - SMSF
Laurisa Walther
Principal - Tax
Adam Dickson
Principal - Tax
Blake Grey
Principal - Tax
Amy Baudinette
Principal - Tax
Brayden Harkness
Principal - Wealth Management
Kerry Smith
Managing Accountant 
Lori O’Keefe
Managing Accountant 
Rachel Watt
Managing Accountant 
Simone Watts
Managing Accountant 
Blessing Furusa
Managing Accountant 
Helen Mahony
Managing Accountant 
Petra Ross
Managing Accountant 
Kirsty Small
Senior Accountant 
Paul Howlett
Senior Accountant 
Michael Dunn
Senior Accountant 
Ellie McDonald
Senior Accountant 
Ann Bugoss
Senior Accountant 
Louise Plozza
Senior Accountant 
Natalie White
Senior Accountant 
Patrick Higgins
Accountant 
Wil Wright
Accountant 
Will Berryman
Accountant 
Ruwan Wasantha
Accountant 
Alexandra Gration
Accountant 
Rachelle Li
Accountant 
Caleb Trewin
Accountant 
Hayley Keane
Accountant 
Ryan Fary
Accountant 
Safal Baniya
Accountant 
Brittany Scouller
Intern Accountant 
Cheryl Owens
Managing Accountant 
Wayne Prout
Managing Accountant 
Kerry Mugavin
SMSF Administrator 
Matthew Baker
Managing Accountant 
Ebonie McVilly
Managing Accountant 
Helen Gibson
Personal Assistant 
Jon Pegler
Senior Financial Adviser 
Adrian Morley
Senior Financial Adviser 
Sash Silva
Financial Adviser 
Andrew Morris
Mortgage Adviser 
Ben Howarth
Mortgage Adviser 
Craig Cargeeg
Senior Paraplanner 
Connor Drummond
Associate Adviser 
Sally Darling
Private Client Services Coordinator 
Jeremy Dixon
General Manager 
Leo D’Cruz
Warrnambool Office Manager 
Anna Moloney
Accounts Manager 
Bill Phillpot
Consultant 
Rachel Crothers
Rural Consultant 
Alisha Pitman
HR Advisor 
Penny MacDonald
Executive Assistant 
Paul Pinkerton
Marketing & Communications Manager 
Damien Bryan
IT Coordinator