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Our Team

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

Directors

David Evers

Managing Director

Troy Marchant

Director

Gerard Andrews

Principal

Steve Walker

Principal

Tax & Accounting

Cherie Tracey

Associate Director

Nikki Schumacher

Associate Director

Rani Walsh

Manager

Michael James

Manager

Cassie Kennedy

Senior Manager

Fiona Booth

Manager

Jean Mendoza

Accountant

Rebecca Stevenson

Accountant

Grant Robertson

Trainee Accountant

Financial Services

Edmond Lok

Financial Advisor

Angela Constantine

Financial Services Administrator

The Operations Team

Sarah Sharp

Admin and IT Advisor

Ros Mitchell

Operations Manager

Nikki White

Administration

Louise Purves

Accounts and Administration Advisor

Jacqueline Pearce

Receptionist

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.

Vacancies

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

What's New

arrowAsset 1@3x

We are thrilled to announce that – from today – we have changed our name and logo to AdviceCo.

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arrowAsset 1@3x

Our Senior Financial Planner, Christine Hallowes has been shortlisted for Financial Planner of the Year by Money Management’s Women in Financial Services Awards.

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arrowAsset 1@3x

Small businesses and individuals aren’t the only ones under the microscope for overclaimed expenses.

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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.