Scott Harvey, Senior Wealth Advisor
Scott works closely with clients, providing financial advice to professionals, successful families, and retired individuals for over 13 years.
Victor Oey, SMSF Manager
Victor manages the administration of clients’ funds to ensure that they comply with relevant laws and regulations.
Amy Lawlor, Project Manager
Drawing on her knowledge, experience and education, Amy advises and supports clients assisting them to determine their eligibility for the R&D Tax Incentive.
Aquib Chowdhury, Manager
Aquib has a high level of skills in strategic planning, financial diagnosis, tax accounting, analysing financial data, KPI and forecast reporting, and dealing with complex situations.