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About us

Our Team

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  • Accounting
  • Corporate
  • Financial Planning

John Hefferan

Founding Director

Brett Wing

Founding Director

Jarrad Bleechmore

Director of Financial Services

Narissa Stanley

Director of Accounting & Taxation

Leon Christodoulakis

Head of Client Services

Alex Roe

Financial Adviser - Corporate

Lauren Chan

Financial Adviser - Home Loans

Lily Duan

Accountant

Troy Jones

Financial Analyst

Worren Rujirapoom

Senior Accountant / Xero Specialist

Krystal Day

Insurance Analyst

Lily Hong

Accountant

Devon Fury

Graduate Accountant

John Ngo

Graduate Accountant

Anita Mai

Operations Administrator

Caitlin Macpherson

Receptionist

Specialisations