Our People

Our team are dedicated to providing you and your business with personalised, professional services. All our team members are committed to ongoing professional development so you enjoy the best technical tax and accounting advice available. Click on the headers below to view our staff profiles.

Directors Directors Accounting/
Business Development Accounting/ Business Development 		Administration Administration
Financial Planning
 Financial Planning 		Mortgage Lending Mortgage Lending Retirement
Hall of Fame Retirement Hall of Fame


Directors

Greg Sheridan Director & Business Adviser (FIPA)

Shane Holmes Director & General Manager

John Suter Non Executive Director


Accounting/Business Development/Corporate Compliance

Greg Sheridan Director & Business Adviser (FIPA)
John Neeves Business Services Manager (CPA)

Fairuz Azli Accountant & Mortgage Broker (CPA & CA) 

Sean Elder Tax & Business Adviser (CA)
Sandra Graziano Tax & Business Adviser
(MIPA)
Sian Rundle Tax & Business Adviser (MIPA)
Shereen White Tax & Business Adviser
Phillip Kretschmer Tax & Business Adviser
Dana Sheridan Tax Acountant (MIPA)
Karen Kalleske Assistant - Accounting
Eryn Richards Assistant - Accounting
Agnes Vandepeer Assistant - Accounting
Amir Sarmadi Assistant - Accounting
Zoe Wu Assistant - Accounting
Rachael Gellard Assistant - Accounting


Administration

Julie Richards Client Service Officer - Business Administrator

Kaye Bernardi Client Service Officer - Business Administrator


Financial Planning

John Menelaou Financial Adviser & Risk Insurance Specialist
Karen Black Financial Adviser and SMSF Specialist 
Denise Roberts Client Service Officer - Financial Planning
Laura Billinghurst Client Service Officer - Financial Planning
Kayla Wood Client Service Officer - Financial Planning
Jake Carmichael Assistant - Self Managed Superannuation Funds (BS)


Mortgage Lending

Fairuz Azli Business Consultant & Mortgage Broker
(CPA & CA)

Chris Jones Mortgage Broker Assistant

Sarah Burton Mortgage Broker Assistant


Retirement Hall of Fame

Hall of Fame Retired


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Latest Blog

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    21 Jun New Company Director Identification Number Attention all Company Directors - The Government has introduced a Director Identification Number (DIN) to provide greater transparency around the background of company directors and combat illegal phoenixing leaving creditors unable to recover debts... More >
  • 2021 Tax Return – Home Expense Claims
    11 Jun 2021 Tax Return – Home Expense Claims The Australian Tax Office has indicated that several types of costs associated with working-from-home will not be eligible as a tax deduction… More >