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)

Jane Purnell- Executive Director

(Financial Adviser, Accountant, Morgage Broker)

Long Vuong – Marketing Director

Legal Team

Kerri Tucker – Senior Lawyer

Nicola Sunde – Lawyer

Rachel Ajoc- Paralegal   

Accounting Team

Jarad Taylor– Accountant                                                                              

Han Kieu- Accountant                                                                                      

Doris Rabanillo- Accounting & lending Support

Financial Advice Support Team

Hollie Crombie- Financial Advice Client Service Manager 

Celeen Ibanez- Financial Advice Client Service

Patricia Baldimo- Paraplanner                  

Serena Duncan- Administration Support

Ebony Lawton- Buyer Agent