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We bring together highly qualified business and finance professionals, some of whom have been practicing for over 35 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

(Accountant, Financial Adviser and SMSF Specialist)

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Mathew Cuskelly – Principal Solicitor

 

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Mausami Bhavsar– Accountant

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Alana Sharp– Aged Care Financial Specialist

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Rachel Ajoc- Paralegal  

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Ebony Lawton- Buyer Agent

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Serena Duncan- Administration Support

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Margaret Sharp- Aged Care Client Relations

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