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Find an adviser near you, or book an online meeting

Scroll through our SAPEPAA Certified Advisers pages to book a meeting with a certified adviser to handle your family wealth protection needs.

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John Calway

Client Services Manager

Keep your precious property in the right hands with a PCR estate planning accountant.

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Joshua Quinn

Director of Universal Tax & Accounting

UTA Tax business consultants pride ourselves on being friendly, accessible accounting specialists who make it our business to make your business successful.

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John Morgan Gowing

Founding Partner

We are an innovative boutique firm focussed on SMEs in the farming and mine-service industries in the Upper Hunter, distinguished by our high proportion of team members being qualified CAs and CPAs, and stability evident in our an average tenure exceeding 15 years.

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Jennifer Anne Ritson

Director

JR Accounting & Co combine the experience of a large organisation with the approachability of a smaller personal advisor, offering a unique blend of advice and experience.

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Wendy le Noble

Director

Wendy and her team at Eagle Estate Docs have a collective 50 years of experience to offer; in up-to-date advice on estate planning and taxation planning for retirement.

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Darrin Woodward

Director

Dependable and Assured Financial & Accounting Advice
At Fusion Solutions, we believe in working as a team to meet and exceed our client’s expectations so we can take the weight off our client’s shoulders.

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Leonie Jane Martin

Director

An Investment in a good Accountant is an investment in the success of your business.

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Gayle McKew

Strategic Financial Planner

Gayle McKew brings more than thirty five years of experience and understanding to her dealings with clients.

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Wayne Lock

Director

We will guide you through the steps that it takes to achieve what you really want.

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Charitha Wasala

Founder

Our business has been built on people who exercise good judgment and are acknowledged as leaders in their respective fields of expertise.

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Robin McGauchie

Executive Director

Helping you make, keep and enjoy your money throughout your life.

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Shannon Smit

Founding Director & Financial Adviser

At Smart Private Wealth, our approach to financial advice is underpinned by our strategic and deep understanding of tax and financial structures, ensuring that our advice is holistic by nature.

We look at everything and consider every angle of your wealth, leaving no stone unturned to ensure your wealth remains exactly where you want it to.

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Naomi Durdin

Director of Eyre Accounting Services

We help your business minimise tax, protect its assets and transfer wealth to your bloodline.

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Rick Byrne

Principal

We speak in plain English, so you understand every thing we say and do. Even the most complex of matters can be explained in simple terms.

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Simon Slade

Accountant

Adding numbers to life.

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Simon Gordon Manning

Director

With 35 Years Experience in Accounting & Finance Industry Simon has worked with all types of Small Businesses helping them grow and develop and protect their wealth.

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Kerrie O'Leary

Chartered Accountant

Kerrie grew up in Adelaide and spent his early years participating a wide variety of Sports. He studied Accounting and worked for public practice firms in Adelaide before moving to Port Lincoln.

Kerrie has expertise in being the primary adviser for his clients particularly for primary producers.

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Lloyd Harris

Founder of BMP Advisory

Securing your family wealth with proven financial strategies and expert management.

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Unni Ashok

Director

We work with you to make sure the right strategies are implemented to legally minimise tax. This includes implementing business structures and maximising deductions through planning well ahead.

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Tony Skinner

Director

Specialist Financial Planning Advice

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Troy Doudle

Founder of CBAS

Every day we build personal relationships with people in business and offer cutting edge systems & strategies designed by us, to assist motivated people achieve the financial success and security they desire.

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Sara Bryant

Tax Manager

At Lifewealth, we exist to achieve peace of mind and happiness for our clients, people and communities by understanding what matters to them most.

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Bianca Carroll

Financial Adviser

At Smart Private Wealth, our approach to financial advice is underpinned by our strategic and deep understanding of tax and financial structures, ensuring that our advice is holistic by nature.

We look at everything and consider every angle of your wealth, leaving no stone unturned to ensure your wealth remains exactly where you want it to.

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Robert Hills

Director

Create and mentor the journey for business owners to become business masters with Freedom. Freedom with Strategic Growth & Succession Planning

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Matthew Justin Burke

Director of EnVision Partners

Accounting and business advisory services you can trust as you navigate through personal and business milestones.

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John Valentino Apolloni

Director & Founder

As your experienced trusted Business Advisor, we will recommend, implement, and monitor a tailored MOSAIC of services and strategies designed to give you the clarity of direction at every stage of your journey.

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Brenda Ying Li Ferguson

Founder

Impact Taxation and Financial Services Pty. Ltd is a CPA Practice based in the Bankstown area. We are committed to customizing our services to meet your financial needs and help you achieve your visions and goals.

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Graham Leslie Robertson

Director, Founder

Graham has over 40 years of experience in accounting with a particular interest in SMSF, business advice, tax compliance, estate planning and asset protection. His classic and warm style of customer service is backed up with the efficiency of modern accounting technology and absolute current industry knowledge. His aim is to provide advice that is not conflicted and exceeds expectations.

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Peter Marmara-Stewart

Director of PCR Accounting & Advisory

Unlock the power in your business and achieve financial freedom with expert advice from PCR

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Melinda Woods

Senior Adviser

We help Eyre Peninsula locals live well now, create a rich vibrant retirement
and ensure their assets go to their bloodline.

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Cameron Brown

Director

At Lawrence, we’re all about relationships and creating value. Lawrence is synonymous with results focused accounting.

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Timothy Munro

CEO + Founder – Change Accountants & Advisors + Certified Lifestyle Accountants

Smart financial decisions now so you can live your best life!

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Robert James Kelly

Director

At SBMS Accounting we appreciate the individuality of people and businesses and are committed to providing timely, accurate solutions tailored to suit your particular situation.

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Graham Martin

Founder

We specialise in business development, corporate structuring and superannuation and believe that business growth is best achieved through a proper planning process.

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Gideon Adjei-Okyere

Director

We believe that an accountant should understand and help you monitor your financial position and provide proactive advice.

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Darren Jacotine

Asset Protection Strategist
Advisor to High-Net-Worth Professionals (Investors & Business Owners)

We’re not just about delivering solutions. We’re about delivering the right solutions.

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Grant Abbott

Chairman

In the future; your best decisions were made today.

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Charmaine Gardiner

Principal

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Michael Jeffriess

Director, Founder & Group CEO

Providing solutions, strategies, & support to be your best.

B2B partner solutions provider to accounting and advisory firms and their clients.

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Alec Mervyn Brandon

Director

Partnering with us gives you control over your financial future, you set the goals and we work alongside you to achieve them.

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Peter Rule

Director of Complete Business Advisory Pty Ltd

Your Sunshine Coast taxation, accounting and business advisory service tailored specifically for your industry needs.

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Selma Krcic

Director at Star Advisers

Your financial picture will be transformed when you implement a truly comprehensive wealth plan utilising the top strategies in estate, tax & retirement planning.

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Ben Walker

Chartered Accountant and Founder of Inspire

Life Changing Accountants.
We help young families get Cashed Up so they can pull more money, time and happiness from their business.

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David Aston

Director + Founder

Our mission is to help our clients secure their financial future.

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Matthew Rosenberg

Director

Rosenberg & Co offer a comprehensive range of services including accounting, taxation, business advice and auditing.

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Barry Heit

Founder

In ancient Roman times, an Optio was the person chosen to be the trusted advisor to the Centurion. Our aim at Optio Accountants is to be regarded as your trusted adviser for your taxation, accounting and business advice needs.

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Will Comensoli

Director

Comensoli & Co Chartered Accountants specialise in tax advice, small business tax and business compliance, individual tax compliance, structuring, corporate secretarial and bookkeeping services.

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Debbie Potts

Director

Debbie takes time to understand you, your goals and circumstances. She can turn your concerns into feelings of confidence, and get you sorted both in the short-term and also your long-term priorities.

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Linda Chen

Director

We are known as the Strategic Accountants, helping you do Better Business.

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Gary Mosphilis

Founder and Director of Your Consultancy Network

Facilitating Entrepreneurial Success.

Your Consultancy Network provides the tools and advice needed to help achieve your business goals.

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Carlo Giuseppe Scali

Director

At Accura, we’re about simplifying the complex, and working with you on your path to reach your financial goals—whatever that looks like for you.

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Peter Vickers

Principal

We have been helping individuals and businesses manage, protect and grow their wealth for over 40 years.

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Samuel Testa

Senior Advisor at Samuel Testa & Company

Our approach is to engage, strategise, implement and monitor.

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Paul Manteit

Director

Paul possesses in-depth tax knowledge that has assisted many clients to achieve favourable tax outcomes and helped drive business efficiencies.

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Vernon John Hembrow

Principal

We are passionate about working closely with our clients and providing the necessary tools and advice for their business and individual financial growth, through every stage of life.

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Greg Race

Ideas Man

Take a fresh look at accounting. Our heart is to help you and your business succeed.

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Rakesh Nairn

Founder of Daxcel Financial

We know what traditional accountants offer and we think small businesses deserve better. Daxcel Financial was founded to help guide small business owners to achieve best practice and a better everyday life.

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Emilie Pearson

Director - Advisory & Tax Compliance

Advice, information and support to empower your decision-making.

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Sherif Mikhail

Principal

Your most valuable partner; known for our high level of ethical integrity and premium professional service in accountancy and advice.

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Vicki Isaacs

Senior Accountant & Advisor

Keeping it simple is THE GOAL.

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Cecil Grimmer

CEO of You First Group Pty Ltd

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Alison Kennedy

Principal

My aim is to offer reliable & prompt service and to ease the burden of having to complete your Tax Returns, Financial Statements and GST returns.

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Tony Anamourlis

Principle Legal Director

We work in partnership with our accounting and financial planning clients to deliver great tax, SMSF, asset protection, succession planning and estate planning solutions for their clients.

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Benjamin Douglas Duthie

Director

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Michael Samu

Managing Director

Think Big is a holistic, goals orientated, forward-thinking financial firm.

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Martin Harkness

Director - Infocus Nedlands

Our philosophy is to work with you to create a Lifetime Professional Partnership. We have spent many years helping clients grow their wealth, enjoy their wealth and protect it to be passed on to their families.

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Nicola Bouchaud

Director of Accounting Tax Solutions

Helping to grow your business and improve your future financial wealth.

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Robert Moore

Director of Invigor8 Accountants & Advisors

Invigor8 is a boutique advisory firm who provide a wide range of business solutions tailored for SMBs. We have a holistic approach for clients and truly look to partner with our clients along their business journey.

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Chris J. Burns

Director of Complete Business Advisory

Your Sunshine Coast taxation, accounting and business advisory service tailored specifically for your industry needs.

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Adriano Di Lazzaro

Director

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Tasha Hungerford

Director

Realise your potential to grow.

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George Jason Elias

Principal

Our role is to help our clients fill in the missing pieces in their financial lives. We can help you with your Accounting, Financial Planning, Insurance and Lending needs.

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Alec Brandon

Director

ACCOUNTING SERVICES FOR GROWTH IN YOUR BUSINESS

We make sense of your numbers so you make better decisions.

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Jared Humes

Director

Dependable and Assured Financial & Accounting Advice
At Fusion Solutions, we believe in working as a team to meet and exceed our client’s expectations so we can take the weight off our client’s shoulders.

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Michel Hans Schoers

CEO and Founder of AMS Accountants

AMS Accountants takes pride in obtaining an unprecedented in-depth understanding of you and your business and, we in fact are known for “going the extra mile”.

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John Stitt

Director

Director and team member of Profitwise, John runs a full-service accounting firm in Brisbane, QLD dedicated to a personalised approach to Succession, Asset Protection and Estate Planning.

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Anthony Brombal

Director / Founder

We take the time to educate our clients to empower them to be better.”

We’ll call this “ZERO FEAR ACCOUNTING

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Cassandra Troy

Director / Co-Founder

Robins Financial Planning is dedicated to helping clients with advice, solutions and services that are designed to protect and create wealth over the longer term.

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Gen Jones

Principal

At Select Accounting, we want our Clients to stay focused on their expertise, customers, and the reason they started their business, while we take care of their accounting, succession, and taxation.

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Brian William Rees

Principal

Brian retired from financial planning in December 2021.

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Stuart Fitzpatrick

Director

Stuart understands what is most important to his clients, so he can help you achieve the goals that really matter to you. He listen and cares.

Stuart will look after all your needs from financial planning, finance broking and SMSF advice and support services.

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Manish Sundarjee

Director

Manish is an honest, strategic thinker driven to see excellent results for all your financial needs.

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Tracey Jeffrey

Director

We take a proactive, positive and client-focused approach to provide value all year round - not just at tax time.

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Adrian Ng

Adviser

Conversations are about money; solutions are about people.

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Rodney Fox

Specialist Advisor

Rodney Fox Private Wealth offers a thoroughly professional range of services, backed with complex tools and significant amounts of specialist training, giving you full confidence in the legal advice provided.

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David Ross Dwyer

Strategist

Solution-oriented, strategy and outcome-focused - we are a professional firm able to assist in achieving clients life and financial goals. Committed to client achievement - current, future and yet undiscovered.

Contact

Level 5, 9 Sherwood Road Toowong QLD Australia 4066

ACN: 644 113 806

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