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 David Maher 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 Hayley Neumann Principal - Tax Adam Dickson Principal - Tax Blake Grey Principal - Tax Amy Baudinette Principal - Tax Shani Kieselbach Principal - Tax Brayden Harkness Principal - Wealth Management
Taxation & Business Services Team Basil Brock Managing Partner, Senior Principal - Tax Wes Dunn Principal - Tax Leigh Marris Principal - Tax Kane Grant Principal - Tax Sean Delaney Principal - Tax Debbie Nankervis Principal - Tax Scott Dickie Principal - Tax Craig Telford Principal - Tax David Maher Principal - Tax Stephen Davies Principal - Tax James Castley Principal - Tax Steven Van Ginneken Principal - Tax Laurisa Walther Principal - Tax Hayley Neumann Principal - Tax Shani Kieselbach Principal - Tax Amy Baudinette Principal - Tax Blake Grey Principal - Tax Adam Dickson Principal - Tax Kerry Smith Managing Accountant Lori O’Keefe Managing Accountant Rachel Watt Managing Accountant Simone Watts Managing Accountant Olga Petrovskaya Managing Accountant Blessing Furusa Managing Accountant Helen Mahony Managing Accountant Petra Ross Managing Accountant Malcolm Barkle Managing Accountant Kirsty Small Senior Accountant Paul Howlett Senior Accountant Melissa Crozier Senior Accountant Michael Dunn Senior Accountant Anita Chivell Senior Accountant Josh Vagg Senior Accountant Emma Rathjen Senior Accountant Ellie McDonald Senior Accountant Natalie White Senior Accountant Louise Plozza Senior Accountant Ann Bugoss Senior Accountant Belinda Little Accountant Amila Hewagama Accountant Wil Wright Accountant Will Berryman Accountant Ruwan Wasantha Accountant Levi McDonald Accountant Alexandra Gration Accountant Maggie Rose Accountant Brendan Healy Accountant Anusha Salwador Accountant Rachelle Li Accountant Caleb Trewin Accountant Hayley Keane Accountant Ryan Fary Graduate Accountant Safal Baniya Graduate Accountant Brittany Scouller Intern Accountant
SMSF Team Michael Klem Principal - SMSF Kerrie Hughson Principal - SMSF Cheryl Owens Managing Accountant Wayne Prout Managing Accountant Patrick Higgins Accountant Kerry Mugavin SMSF Administrator
Audit Team Felicity Melican Principal - Audit Matthew Baker Managing Accountant Ebonie McVilly Managing Accountant Pamela Cusack Associate Helen Gibson Personal Assistant
Wealth Management Team Adam Smith Principal - Wealth Management Brayden Harkness Principal - Wealth Management Jon Pegler Senior Financial Adviser Adrian Morley Senior Financial Adviser Sash Silva Financial Adviser Andrew Morris Mortgage Adviser Craig Cargeeg Senior Paraplanner Ben Howarth Mortgage Adviser Connor Drummond Associate Adviser Darcy Shanahan Associate Adviser Danielle Russell Paraplanner Adam Loft Intern Sally Darling Private Client Services Coordinator
Specialist Services Team Jeremy Dixon General Manager Leo D’Cruz Warrnambool Office Manager Anna Moloney Accounts Manager Brad Griffin System Support Manager Bill Phillpot Consultant Perry Cho Consultant Rachel Crothers Rural Consultant Alisha Pitman HR Advisor Penny MacDonald Executive Assistant Paul Pinkerton Marketing & Communications Manager Damien Bryan IT Coordinator Pauline Stepney Bookkeeper and Xero Client Support
Administration Kate Palmer Personal Assistant Anita Muldoon Administration Assistant Beryl McLeod Client Payroll Coordinator Beverley Martin Accountants Assistant Dianne Bath Practice Management Administrator Kailee Hayward System Support Administrator Kayla Boyd Administration Assistant Kerri Hooper Administration Assistant Wendy Greene Personal Assistant Leah Katsaros Administration Assistant Samantha Hailsen System Support Administrator Jodi Leishman Administration Assistant Marion Eales Administration Assistant Wendy Wason Administration Assistant Kerry Mugavin SMSF Administrator Narelle Fitzgerald Accountants Assistant Sally Darling Private Client Services Coordinator Helen Gibson Personal Assistant Stephanie Degering Administration Assistant Penny MacDonald Executive Assistant Danielle Smith Administration Assistant Imogen Hawkins Administration Assistant Emma Chapman Accounts Payable Pauline Stepney Bookkeeper and Xero Client Support Olivia Jansz Administration Assistant