Andrew has spent some 30 years in the financial services industry in a variety of management roles covering the specialist areas of Superannuation and Employee Benefits. This experience has enabled Andrew to develop expertise in Corporate Superannuation and more particularly in the area of Risk Insurance. With over 30 years experience in varied aspects of the Insurance and Financial Planning fields, Andrew is well qualified to provide you with timely, appropriate advice to meet your needs.
Tony has a wealth of knowledge in the financial/business advisory and chartered accounting sector and a particular interest in assisting small to medium enterprises, (SME's) to grow and improve. Further, Tony has developed expertise in appropriate corporate and family structures for investments and business acquisition's in order to gain the right income tax, capital gains tax and asset protection outcomes. With over 25 years knowledge behind him and professional qualifications in financial advisory and accounting services, Tony knows where to look, who to ask, and how to action.
Grant has been employed in the financial services industry all his working life. Initially employed by the National Australia Bank, Grant developed strong written and verbal communication skills while at the same time learning the value of money and the importance of building wealth. In 1990 Grant joined National Mutual (AXA) to provide administration and Adviser / Client support for the National Mutual Corporate Superannuation plans. From National Mutual, Grant joined Prudential in 1994 to provide administration support on Prudential's full range of Superannuation and Personal Investments.
Don provides useful advice in the areas of taxation, commercial planning and business services and he enjoys the challenge of blending compliance obligations with assisting businesses achieve their commercial goals. He has had experience in dealing with businesses in the following areas: medical practitioners, retailing, light industrial, primary production, real estate, hospitality and labour hire.
Anne Fatchen ANIA
Tong Wu B.Com(Acc), CPA