The Team
Kevin
Managing Director & Chief Fun Officer
Chartered Accountant, Trusted Tax Adviser, and Small Business Growth Specialist. Father of two. Living and breathing a purpose-driven life helping business owners expand their enterprises and guiding financially proactive families to build life-long wealth!
(02) 8937 3699
Sujee
Associate Director - Consulting & Sage Leader
Over 10 years in the game! Chartered Accountant and Consulting Leader. Father of one and Avid Foodie. Passionate about helping our clients gain perspective and turn their numbers into actionable insights!
(02) 8937 3699
Gagans
Associate Director - Consulting & Tax Guru
Chartered Accountant, Chartered Tax Adviser, and possesses Undergraduate and Master Degrees in Law.
Outside of being our In-house Private and Corporate Tax Guru, he is an avid sportsman and globe trotter passionate about providing an amazing customer experience through provision of pragmatic solutions to complex issue.
(02) 8937 3699
Tony
Client Manager & In-House PT
Chartered Accountant and Consulting Manager. Avid sportsman and fitness guru. Passionate about helping clients reach their business potential and build life-long wealth to enrich their families.
(02) 8937 3699
Lily
Office Manager
Lily is responsible for all things administration and critical to the smooth operations of our offices. Friendly, personable and mother hen to all team members!
(02) 8937 3699
Sally
Customer Success Coordinator
Sally is chiefly responsible for all of our firm's marketing and business development initiatives. Working closely with Kevin, she acts as our deputy Chief Fun Officer and ensures that our office environment is fun and vibrant - working hard and playing even harder!
(02) 8937 3699
