Angela has accumulated more than 30 years’ experience in Accounting, Public Practice and Financial Services and specialising in Self-Managed Superannuation Funds (SMSF) for over 25 years. Her attention to detail and passion for planning for retirement has established her as a leading SMSF specialist in Australia. Becoming a Financial Adviser in 2016, her commitment to training and education ensures that the client is always well catered for with the latest knowledge and advice in order to achieve their long-term goals.

• Bachelor of Business (Accounting)
• Fellow Certified Practicing Accountant (FCPA)
• Authorised Representative Number 1245813

Felicity has been working in Financial Services since 1994 and is a qualified Chartered Accountant. Her areas of specialty include assisting small business and high net worth family groups in taxation, structuring and superannuation focused strategies. Felicity enjoys building long-term relationships with her clients to understand their needs and help achieve their goals. Her strong financial background enables her to work closely with Financial Advisors to achieve the maximum wealth and retirement outcomes for her clients.

• Bachelor of Business (Accounting)
• Chartered Accountant (CA ANZ)
• Authorised Representative Number 1268290

Cindy has dedicated her career to Accounting and Taxation services since 2011. Her expertise lies in handling a wide range of taxation matters for clients, including Individuals, Trusts, Companies, and Self-Managed Superannuation Funds. With a Master of Commerce degree from the University of Sydney, she brings a solid academic foundation to her work. In her role, Cindy takes charge of all aspects of Taxation and Accounting, ensuring her clients receive comprehensive and reliable assistance.

• Master of Commerce (Accounting)
• Certified Practicing Accountant (CPA)

Chris started his career in Accounting & Taxation services for various type of business structures, including Individuals, Trusts & Companies in 2016, after graduating from the Monash University. Chris moved into the Self-Managed Superannuation Fund (SMSF) arena soon after and now specialises in the preparation of accounts and assisting advisors in meeting clients retirement goals. He is very passionate about SMSF and enjoys building clients wealth.

• Bachelor of Business (Accounting)
• Certified Practicing Accountant (CPA)

Shan has dedicated his career to Accounting and Taxation services since 2009. His experience is in taxation, financial reporting and advisory with his professional interests including companies, Investment trusts, estates, non-resident individuals and Self-Managed Superannuation Funds. With the Bachelor of Commerce degrees and Provisional membership of Chartered Accountants Australia and New Zealand (currently studying towards full membership), he brings a solid academic foundation to his work. With his attention to detail and lateral thinking, Shan is dedicated to ensuring clients are fully aware of their options and the intricacies of their individual situations in order for the client to make well informed decisions about their business and future.

• Bachelor of Commerce Honours Degree (New Zealand)
• Bachelor of Commerce Degree (Accounting Major)