Meet the Team

Meet Advantage One’s team of accountants, business advisors and financial coaches.

Andrew Venning

CFP Dip FP, ANZIIF (Snr Assoc), 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!

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.

Bozena Rowinska

Manager, Accounting and Tax

Bozena is a qualified Chartered Accountant with over 10 years experience in advising and managing clients in a wide range of industry sectors including retail property management/development, professional services, construction, manufacturing, farming and agriculture business.

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Areas of Practice:

Accounting and Taxation – general including structures and a qualified Xero advisor

  • Complex tax planning and budgeting
  • Business management and improvement advice
  • Superannuation and Retirement Strategies

Bozena is a qualified member of Chartered Accountants Australia and a member of the Golden Key International Honour Society.

Mei Li

Accounting and Tax

Mei is an Associate member of CPA Australia, with 5 years accounting and tax experience in both compliance and professional firms. She is currently studying to be a qualified CPA, and has a legal and financial services degree.

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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

Kellie Perry

Financial Advisor ADFS(FP)

Financial Planning has been a big part of Kellies’ life for over 20 years. Kellie ‘caught the bug’ for providing Financial Advice early on and knew that was her true calling. Having worked for a large Financial Planning practice for many years and then successfully managing her own practice, she has gained a wealth of knowledge and experience.

Connect with Kellie on LinkedIn.

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We are excited that Kellie is now ready to transition to a new phase by integrating into the Advantage One family. This will provide Kellie, and most importantly her clients, the many benefits of embracing a team environment.

Kellie naturally engages with her clients and makes them feel at ease in what can sometimes be a daunting process. Her curious and thoughtful nature, alongside an excellent ability to help clients articulate and achieve their goals, is what underpins Kellie’s success. Kellie is quick to engage her clients with an empathetic ear and a great amount of compassion. This, along with her focus, drive, and problem-solving skills ensure she will deliver quality advice in a manner that is easy to understand.

Areas of Practice:

  • Financial Planning

  • Wealth protection

  • Superannuation and retirement strategies

  • Private wealth creation

  • Personal and business life insurance

  • Debt management

  • Estate planning

Kellie has proven skills in the areas of:

  • Wealth Protection Strategies
  • Financial planning strategies
  • Pre-retirement and Retirement Planning

When not working hard to help her clients achieve their goals, Kellie is busy enjoying life with her partner, their 3 boys, and 2 dogs – whether that be mountain biking, playing tennis, cricket or kicking the soccer ball.  They love planning family holidays and have enjoyed a few memorable trips to Kangaroo Island which is certainly a family favourite. Kellie also enjoys catching up with family and friends – usually with a glass of bubbles in hand. During her downtime, Kellie enjoys gardening, photography, going to the gym, and yoga classes to help maintain that healthy work, life balance.

Rose Mertin

Manager, 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.

Pam Wallace

Administration Manager

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

The Advantage One Coaching Style

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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