We have clients all over the world.
Meet The Team
Ross has been a Specialist Financial Advisor, Tax Consultant and Wealth Creation Strategist for over 20 years. Prior to this Ross has an additional 15 years business and management experience in a wide range of areas including: chartered accounting, corporate and project management, new business ventures, stock market, finance and property. Ross is passionate about helping others and revels in the uniqueness of each and every client. Read More
Daniel has accumulated a wealth of experience over his time with the team, evolving into an authorised financial adviser who provides a complete range of holistic advice to clients. Daniel manages our financial planning service via the coordinated delivery of advice and works with clients to successfully implement strategies once agreed. Daniel is a key member of the Investment Committee and undertakes detailed research to support investment selection and portfolio management. Read More
Client Services Officer
M.HRM, B.Com (Mjr FP & Acct), B.Bus
Damian has acquired strong financial planning and strategic analysis skills over his four years within the Financial Planning profession. Damian assists the Financial Planning Group in helping our clients plan for their future. As an Insurance Specialist, Damian also ensures our clients are protected against the uncertainties of life. He is highly qualified and aims to uphold the highest education and ethical standards, as he continues to evolve into a holistic financial adviser.
Sharmila heads our Investment Group and proactively manages our client’s investment portfolios. Sharmila provides regular & detailed quarterly reports to our clients to keep them fully up-to-date and in control of their affairs. Sharmila is also a member of the Investment Committee that reviews and selects the best investments to achieve each individual client’s objectives.
Racquel manages all our internal administration, accounting and billing as well as supporting our Taxation and Superannuation Division. She has worked in the finance and accounting environment for over 10 years. Her wide-ranging professional and business experience also allow her to meet our client’s compliance and accounting needs. Racquel coordinates the client taxation process to streamline efficiencies and also assists in the cash management of client’s investment portfolios.
Taxation & Superannuation Manager
CPA, MBA, ProfCert. SMSF, B.Bus
Julie is a CPA with over 10 years public practice experience and heads up our Taxation & Superannuation Division. Julie specialises in satisfying the Accounting, Tax and Compliance needs of our clients both for Self Managed Superannuation Fund’s and Family Investment Trusts, as well as other personal tax-related matters. Working in close cooperation with our Investment & Financial Planning team, she can investigate the best solution to manage tax liabilities and optimise both your business and personal structures.
Simone, as Executive Assistant assists Ross and the team in the delivery of quality services. Simone also coordinates new business initiatives and new clients joining our family. Simone’s smiley face will greet you when you walk in our door and will most likely answer you call to our office. Simone is also excited to be in charge of coordinating an exciting new internet interface for clients to better manage their affairs.
Headquartered in New York, Focus Financial Partners is a leading international partnership of fiduciary wealth management firms. Focus provides superior access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions. Financial Professionals will maintain our operational autonomy while benefiting from the synergies, scale, economics and best practices of a market leader. By sharing resources, skills and ideas and strengthening our infrastructure and support, we will provide an even better service to our clients over time.