MEET THE TEAM

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)

Mathew Cuskelly – Principal Solicitor

 

Long Vuong – Marketing Director

Mausami Bhavsar– Accountant

Alana Sharp– Aged Care Adviser

Hollie Crombie- Client Success Manager

Rachel Ajoc- Paralegal  

Serena Duncan- Administration Support

Ebony Lawton- Buyer Agent