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We bring together highly qualified business and finance professionals, some of whom have been practicing for over 25 years. Harnessing the skills and expertise of a team, the focused effort brings the meaningful outcome of improving your overall financial position.

How we work with you: Building an open and honest relationship with you and getting to know your personal financial and business activities is our top priority. We are then well placed to guide your plans

Mark Holzworth- Founding Director

(Financial Adviser, Accountant, SMSF Auditor)

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Jane Purnell- Executive Director

(Financial Adviser, Accountant, Morgage Broker)

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Long Vuong – Marketing Director

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Legal Team

Mathew Cuskelly – Principal Solicitor

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Rachel Ajoc- Paralegal  

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Accounting Team

Mausami Bhavsar– Accountant                                                                              

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Financial Advice Support Team

Hollie Crombie- Financial Advice Client Service Manager 

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Celeen Ibanez- Financial Advice Client Service

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Serena Duncan- Administration Support

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Ebony Lawton- Buyer Agent

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