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Our Team

Meet the experts who can help you achieve your financial goals.


David Evers

Managing Director

Troy Marchant


Gerard Andrews


Steve Walker


Tax & Accounting

Cherie Tracey

Associate Director

Nikki Schumacher

Associate Director

Michael James


Cassie Kennedy

Senior Manager

Fiona Booth


Lucie Hall


Grant Robertson


Jean Mendoza


Financial Services

Edmond Lok

Financial Advisor

Angela Constantine

Financial Services Administrator

The Operations Team

Sarah Sharp

Cloud and IT Advisor

Ros Mitchell

Operations Manager

Nikki White


Louise Purves

Accounts and Administration Advisor

Jacqueline Pearce


Gillian Martin

Marketing and Communications Manager

Donna McSweeney

Client Engagement Advisor

why Choose Us

be better off.

Professional Development and Training

The financial services industry is an ever-changing landscape. From regulatory rulings to new products and services, keeping on top of the changes is crucial to providing the right advice to our clients. Throughout your career with us, we'll provide a range of in-house and external training opportunities for you to stay at the forefront of the Financial Planning, Business Development and Taxation industries. After all, what's good for you is what's good for our clients.


Don't waste time and money doing everything yourself.  We take care of your business so you can focus on growth.

What's New

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Wednesday 24 June, 5.30 – 6.30pm #growthequation #debtormanagement #marketing…

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As an ongoing sponsor of the Gosford Erina Chamber…

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With the End of Financial Year (EOFY) approaching in…

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talk to us Discover the difference that the right advice can make

Get in touch with our team today and learn how you and your business can grow to the next level. From structuring to sustainability, we'll help you reach your financial goals and live the lifestyle you deserve.

be better off.