Our Team

Your Advantage One Financial and Business ‘Coaches’, and ‘Players’ in the Game (i.e. our Advantage One Team).

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Your Advantage One ‘Coaches’

Andrew Venning

CFP Dip FP, ANZIIF (Snr Assoc), Managing Director

Andrew has been in this game for more years than he can remember. This means he has ‘vast experience’! He has held nationally a number of big-hitting corporate management roles and is therefore extremely well qualified to provide his unique coaching style to clients needing superannuation and investment and risk management advice.

Connect with Andrew on LinkedIn.

 

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Areas of Practice:

  • Investment and Risk Management
  • Aged Care
  • Superannuation and Retirement Strategies
  • Private Wealth Management

He has proven skills in the areas of:

  • Risk Insurance
  • Succession Planning
  • Tax Planning

In addition to holding a swag of impressive post nominals he recently became one of Adelaide’s few accredited Aged Care advisors.

Andrew has also a track record for giving back to the Community as well. He has only recently retired from over 15 years on the Board of Tatachilla Lutheran College for over 15 years and offering his services as a  Member of Lutheran Mission Developments Board.

Andrew also loves the outdoors and likes water – he is a past active member of both Brighton ( SA) and Mullaloo (WA ) surf clubs with current support via charitable gifting.

Again in a recurring theme with his fellow coaches, Andrew does his fair share of travel and simply can’t get enough of quality reds
(McLaren Vale) and whiskey (Scottish or Irish – it matters not!).

Tony Martin

FCPA, Director

Tony is often referred to as the ‘wise head’; the pragmatic and practical yet innovative coach. He has a disdain for unnecessary regulation and red tape and is often able to articulate the big picture concept and creative pathway for success. He delves behind the stats and numbers and analyses the reasons why game plans aren’t working.

Connect with Tony on LinkedIn.

 

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Areas of Practice:

  • Corporate Governance and Strategic Planning
  • Taxation
  • Business Management Advice
  • Estate Planning
  • Superannuation Strategies
  • Succession and Exit Planning (including Business Valuations)

Tony looks at how they can be developed further and improved. Often this can mean looking at financial structures for a lot of clients and has a way in terms of the gift of the gab with tradies, doctors, lawyers, young millennials and farmers. Very down to earth and able to pass on his pearls of wisdom. He loves also to sit on Boards whether they are client advisory or more formal Boards so he can apply his corporate governance and strategic advisory skills along with his many years in the accounting and business advisory game.

Nowadays he also has a particular interest in intergenerational transitions in the family business or SME sphere and coaching and advising parents and kids in succession matters.

Being a bona fide ‘foodie’ and wine lover he takes a personal interest in cafes, restaurants and wineries or in fact anything he thinks might be hip and cool. Being an avid sports fan including a passionate golfer (former Captain of Glenelg), a regular supporter of his beloved Crows and a once half decent tennis player with a touch of tradition wielding one of Adelaide’s last known wooden tennis racquets (Bjorn and Rog like much to the amusement of others).

He has given a fair bit back to the Community as well over the years too. Honorary Board positions on BEC (SA), CPA Aust Nationally and actively supports Youth Opportunities an Adelaide based positive empowerment and leadership program integrated into Year 10 levels at Schools across SA to help young people overcome challenges and reach their full potential, achieve and thrive.

Grant Hodgins

CFP Dip FP, Dip SM, Director

Grant was born into the financial service industry and eats and breathes all things related to financial planning, so coaching in this industry comes very naturally to him. He cut his teeth at NAB developing strong verbal and written communication skills while at the same time learning the value of money and building wealth strategies.

Connect with Grant on LinkedIn.

 

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 Areas of Practice:

  • Financial Planning
  • Superannuation & Retirement Strategies
  • Personal & Business Life Insurance
  • Centrelink Qualification
  • Private Wealth Creation Strategies
  • Debt Management
  • Estate Planning

He has proven skills in the areas of:

  • Financial Planning Strategies
  • Aged Care accredited advisor
  • Pre Retirement & Retirement Planning
  • Centrelink Qualification
  • Private Wealth Creation
  • Life Insurance
  • Self Managed Superannuation Funds

Grant prides himself on having the gift of the gab and developing strong client bonds. His coaching style lends to leaving no stone unturned and has a remarkable way of reading the lie of the land and formulating innovative and tailored game plan solutions and gets his message across to all clients in an easy to understand sort of way.

Along with an ever-increasing list of credentials, he has recently become one of Adelaide’s few accredited Aged Care advisors.

If we are talking all things sport, then Grant could be your detailed coach if it comes to football as he is an avid Crows fan and in the local league (SANFL) an Eagles fan. He lives and breaths sport and family and is a mad ‘Man U ‘ follower.

Don Blackwell

BEc (Acc), CPA, Director

Don loves getting amongst the detail and delving behind the numbers. His coaching style is one that is supportive and extremely detailed and offers great advice in the areas of taxation, commercial planning and business services; and he enjoys the challenge of blending compliance obligations with assisting businesses to achieve their commercial goals.

Connect with Don on LinkedIn.

 

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Areas of Practice:

  •  Accounting and Taxation
  •  Superannuation and Retirement Strategies
  •  Business Performance Improvement Strategies

Industry Expertise:

  •  International Tax
  •  Wholesale/Light Industrial
  •  Health Service Industry
  •  Property/Real Estate
  •  Primary Production

Don is very personable and thrives in the medical practitioners, retailing, light industrial, primary production, real estate, hospitality and labour-hire spaces.

Don gives back to the Community in a couple of unique ways. He provides his brand of advice in an honorary capacity sitting on the Board of a community water supply co-operative. He also puts out other fires quite literally. Don is an active member of the CFS and is called on from time to time to fight fires in the Adelaide Hills.

 

Don’s other outside hobby obsessions relate to cycling and lycra and recently travelled to France to experience and test his skills on parts of the Tour de France course. And like all of the other A1 coaches loves a great red wine!

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‘Players in the Game’: The Advantage One Team

Anne Fatchen

Senior Manager Accounting and Tax

Anne, a qualified accountant with over 20 years accounting and taxation experience,  joined Advantage One in 2002. She has extensive experience as a senior member of the BAS team.

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Areas of Practice:

  • Accounting and Taxation – including complex CGT and structure efficiency planning and is a certified Xero advisor
  • Business management advice
  • Superannuation and Retirement Strategies

Anne specialises in family and SME businesses, and Self Managed Superannuation Funds.

Tong Wu

Regional Executive Manager – Accounting and Tax

Tong is an energetic young manager working across a broad range of sectors including property development and management, IT, mining, farming and agricultural business. 

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Areas of
Practice

  • Taxation – general including structures and a qualified Xero advisor
  • Financial modeling
  • Complex tax planning
  • Business management advice

Tong is a qualified member of CPA Australia and is currently a  MBA candidate at Melbourne Business School.

Adrian Ko

Graduate – Accounting and Tax

Adrian is an Associate member of CPA Australia, with 5 years accounting and tax experience in both compliance and professional firms. He is currently studying to be a qualified CPA.

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Areas of Practice:

  • Taxation – preparation of BAS Statements and tax returns for all structures
  • Accounting – preparation of financial statements and related reports
  • IT – high level skills in Xero and MYOB accounting software applications

Rose Mertin

Client Service

Rose’s primary role is to assist the Financial Advisor team with the processing and maintenance of client files, setting client appointments, preparing for client reviews, processing sale and investment share transactions, updating client valuation portfolios, lodging new investment/insurance applications; and generally ensuring that clients receive the very best Advantage One service experience.

Pierina Zoccali

Client Service

One of Pierina’s primary role’s is to meet and greet Advantage One clients and guests, and ensure they receive the very best Advantage One service experience.

Along with this very important role, Pierina provides other additional and varied support that includes assisting the Financial Advisor team with processing and maintenance of client files, setting client appointments, preparing for client reviews, and processing and updating insurance and investment portfolios.

Pam Wallace

Administration Manager

Pam’s primary responsibility is to maintain and manage the debtor/creditor and payroll areas, assist in website and other organizational and general administration functions that ensures team and other stakeholder interactions are seamless.

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Our Style of Coaching

People and relationships. It goes without saying there’d be no business without people and in our case…coaches. In our team we have a brilliant and intelligent array of talent and personalities to draw upon to cover all bases.

There are always moving targets and goals, and invariably, always more ways to win and achieve your lifetime goals. We are collaborative, innovative, practical and solution-based.

To borrow from great coaching models, our starting point is always to fully understand the current business/person and reality. Each of our coaching involvements are different. Each person/business needs, aspirations and goals are different. Which is why, through our ‘ONE Team’ approach, we complete integrated and specific strategies, designed exactly for the individual/business requirements.

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