To provide our clients with the best opportunities for success, and simplify the running of their business or personal finances so they have more time to enjoy their life.
David Howells, CA, CTA, RCA, B.Bus, B.ComPartner, Chartered Accountant
David is passionate about helping clients improve their businesses and achieve their goals. He is an expert Auditor who also specializes in Business Advisory, Strategic Tax Planning, and compliance of Not-For-Profits & Self-Managed Super Funds.
Juanita Sharp, CA, B.ComPartner, Chartered Accountant, SMSF Specialist
Juanita is a Chartered Accountant with over 18 years in public practise. She has a reputation for exceptional tax and accounting advice as well as a track record of helping her clients improve and build their business.
Andrew Hare, CA, B.BusPartner, Chartered Accountant, Auditor
Andrew has more than 20 years experience in the accounting industry. Through his expertise in providing tax and business advice and his ‘hands on’ approach to working with clients, Andrew has helped many business people achieve their business and personal goals.
Adam Passwell, B.Ec, Dip Fin PlanningPartner, Financial Adviser, SMSF Specialist
Adam has a strong educational background with a double major degree in Economics and Business Law from Macquarie University and he has also completed the Diploma in Financial Planning from Deakin University.
Andrew Clegg, B.Com, G.Dip Fin PlanningPartner, Financial Adviser, SMSF Specialist
Andrew has worked in the Finance industry since 1998 and has completed both a Graduate Diploma of Financial Planning through the Australian Securities Institute and a Bachelor of Commerce at the University of Wollongong.
Burrill-Ulladulla Sea Scouts
Cancer Outpatients Milton Ulladulla
Eurobodalla Education & Therapy Services
Milton Public School
Milton Show Milton Showgirl
Milton Ulladulla Business Awards
Milton Ulladulla Pre-School
Mollymook Surf Club
NSW Cancer Council
Smile for Me Foundation
St Marys School Milton
Sussex Smashers Robotics Team
Ulladulla High School
Ulladulla Marine Rescue
This business is a Practice Member of the AIOFP, an Association that represents practices that are not owned or affiliated with Financial Institutions. The business does accept commissions from Risk and past Financial products.