We strive to offer the highest quality advice, support, and industry insight, assisting our clients to achieve their goals of success now and in the future.
Jonathan is a Manager, focusing on SMEs, Franchisees and Private Clients & Family Offices. He is an expert in loan consolidations and helping staff in general compliance matters. Jonathan has a degree in Commerce, majoring in Accounting and Finance, from the University of Melbourne and is a qualified CA.
Jonathan Fung
Lucy is a Senior Accountant, focusing on SMEs, Franchisees, Hospitality, and Private Clients & Family Offices. She has sound knowledge in taxation, business services and Fringe Benefits Tax. Lucy has a degree in Accounting & Finance from Monash University and is currently undertaking her CA studies.
Lucy Lay
Mitchell is an Accountant, focusing on SMEs, Property Development & Construction, and Private Clients & Family Offices. He assists the team with taxation and compliance matters. Mitchell has a degree in Commerce, majoring in Accounting, from Monash University and is currently working towards attaining his CA.
Mitchell Scott
Sam is an Assistant Manager, working across a broad range of industries in the SME sector including Property Development & Construction, Hospitality, Entertainment, Private Clients & Family Offices and Wholesaling. He specialises in business structuring, assisting clients with asset protection and tax planning.