MEET THE ADVISORY & ACCOUNTING TEAM
Partner & Business Advisor
Andy has been in the accounting industry for over 10 years. He is a valued member of CPA Australia and a certified Xero advisor. He is passionate about technology and how it can help businesses grow. Andy is a sports fanatic playing AFL locally on the Gold Coast. He enjoys downtime with his family and friends and doesn't mind a bit of travel. Find out more about Andy through his LinkedIn profile.
Partner & Business Advisor
Throughout Jason’s 10+ years in the accounting and advisory industry, he has worked on a vast range of clients covering many different industries and services. With experience in outsourced CFO and CEO roles, Jason has a passion for assisting entrepreneurs including start-up ventures and small/medium-sized businesses be a success. Jason has called the Gold Coast home for over 10 years and when not working enjoys to play and watch AFL and having some downtime with friends and family. Find out more about Jason through his LinkedIn profile.
Partner & Personal Wealth Advisor
Jake has been in the financial planning industry for over 8 years. Jake grew up with a passion for financial planning, constantly guiding his friends to make smart financial decisions well before working in the industry. Graduating from Griffith University with Bachelor's in commerce and in International Business, he has since gone on to complete a diploma and then advanced diploma in financial planning. Jake is also an accredited mortgage broker with MFAA and enjoys tying debt advice into his client offering. In his downtime Jake enjoys travelling and camping trips with his family and friends. Find out more about Jake through his LinkedIn profile.
Brooke has been in the accounting industry for over 10 years. As she has a young family of her own she is passionate about helping families financially transition into Maternity Leave and beyond. Brooke enjoys spending time at the beach with her family and friends on weekends and is a keen traveler and is always looking forward to an adventure. Find out more about Brooke through her LinkedIn profile.
Taylor has been in the accounting industry for over 3 years with a Bachelor of Business majoring in Accounting. With a creative nature, Taylor is passionate about e-commerce and assisting clients in the growth of their online businesses. Taylor loves traveling, keeping active and spending time at the beach with family and friends. Find out more about Taylor through her LinkedIn profile.
Sam has been in the accounting industry for over 7 years and has recently graduated with a Bachelor of Commerce. She has a passion for managing and helping new and small business grow and providing ongoing support. Sam enjoys spending time with family and friends and enjoys traveling where she can. Find out more about Sam through her LinkedIn profile.
Zoe is our bookkeeping and Xero guru. Zoe has been in the accounting industry for over 10 years. She has owned a small business herself which has made her passionate about helping small business owners succeed from the start. Zoe enjoys spending time baking with her family and friends on weekends, between Ballet and Karate lessons (that her children attend). Find out more about Zoe through her LinkedIn profile.
Client Relationship Manager
Kalissa has worked in the accounting and administration field for over 5 years. She is highly devoted to building and maintaining relationships with new and potential clients. Kalissa has a passion for marketing and design. She helps with our website, social media and marketing. She is currently studying a Bachelor of Communication and Media. Kalissa loves going to the beach, spending time with friends and family, travelling and playing sports. Find out more about Kalissa through her LinkedIn profile.