Leanne Martinez
Leanne has built and developed an exemplary career spanning 15 years in financial services. Her clients value her holistic advice that informs her strategic wealth creation solutions across all dimensions of family wealth including retirement planning, wealth creation and protection, self-managed superannuation and estate planning. Leanne is passionate about working alongside women, supporting them with […]
Michael Liprino
As a chartered accountant with over 12 years of professional practice experience, Michael provides his clients with extensive expertise across a full range of business advisory services. Throughout his career, Michael has overseen the assurance engagements for a number of iron ore, gold, nickel and copper mining operations across Australia. Michael is also a trusted […]
Ben Macpherson
As a chartered accountant with over 10 years of experience in public practice, Ben is a well-rounded professional with diverse industry experience with particular expertise advising on taxation issues affecting corporate and multinational clients with an emphasis on the resources industry. With an impressive breadth of international experience under his belt, Ben has advised outbound […]
Auditor
Senior Auditor
Assistant Manager or Manager – Audit
Simon Montgomery
Simon prides himself on delivering advice covering a range of often complex financial matters in a simple way. This is important as his professional clients are time poor while others lack the experience to make the day to day decisions on their portfolio. As such they choose to delegate their portfolio operation to a trusted […]
Robert Prince
Robert Prince started his career in 1994 in finance in Hong Kong, before returning to Perth and becoming a Senior Wealth Adviser. His experience through multiple market cycles is combined with thoroughly researched investments and a client centric approach. This makes Rob a highly trusted adviser looking after multiple generations of his client’s financial affairs. […]
Julie Strack
As a business advisor, accountant and mentor, Julie provides her clients with commercial advice, based on more than 30 years of experience in public accounting and consulting in Australia. Having specialist skills in self-managed super funds, she assists clients in the operation and compliance of their funds to help them cater for their ongoing financial […]