Our Team

Luke Axton
Advisor & Partner
BBus(Acc, Ec, Fin), CA, RTA
Member of Chartered Accountants
Registered Tax Agent
Bio
Luke is a Partner and Chartered Accountant that heads up our Accounting and Tax Team. Family man, that loves teaching his kids how to drive a tractor on the weekend, whilst during the week helps business owners solve their key problems whilst ensuring their tax obligations are in check.

Chris Haggart
Advisor & Partner
MAppFin, BSc. BtCB, Dip FP
Bio

Cameron Howlett
CEO & Partner
DipFP, BBus/BComp, CFP, SSA,
Registered Tax Agent
Bio

Shane Nicholas
Advisor & Partner
BBus(FP), CFP, SSA
Bio

Williza Demirel
Advisor
Accredited Aged Care Professional
GradDipFinPlg, BBus
Bio

Lynn Zhao
Advisor
Medico Specialist
CFP®, CPA, SSA, B.Comm, GradDipFinPlg, MAcc
Bio
Technical knowledge runs deep. Analytical, curious and open minded. Authentic perspective in the world of finance. Enjoys learning, music, and nature. Empowers clients with confidence and knowledge.

Andrew Brown
Advisor
Defence Force and Retirement Planning Specialist
BBus (Acc), CPA, GradDipFinPlg, MFinPlg
Bio
Natural born instinct to help others. Business-savvy financial specialist. Sports fanatic, confident risk taker, commercially adept. Family man with broad perspective.

Brigitta Nadya
Advisor
UK Pensions Specialist
BComm, GradDipFinPlg
Bio
Strategic thinker. Delivers focused and compassionate guidance. Positive, warm, and passionate about the arts.

Cheryl Credaro
Administration Manager
Bio

Kathryn Stirling
Accounting Advisor
BComm (Acc & Fin), CPA
Bio
Bringing a CFO mindset to small business accounting. Strategic, people-first, and commercially focused. A trusted partner to business owners wanting to build growth through clarity. Genuine love of the outdoors.

Sarah Guvi
Client Service Manager
BA (Eng & Amer Stud)
Bio
Transforming roadmaps into reality. Dedicated to client relationships. Originally from Canada, now calls Melbourne home. Always exploring, and knows exactly where to find the best food.

Marjorie Sierra
Bookkeeper and Accounting Administration Manager
Masters in Professional Accounting, Graduate Diploma of Business
Bio
A caring and supportive individual by nature, she is highly organized and consistently demonstrates strong attention to detail in her work.
As a devoted mother and passionate dancer, she brings discipline, enthusiasm, and balance to both her personal and professional life.

Richie Lassen
Senior Paraplanner / Paraplanning Manager
GradDipFinPlg
Bio
Technical precision built over 24 years in financial services. Detail-driven and thorough. Transforms strategy into clear, compliant advice. Enjoys music, nature, and exploring ideas. Quietly dedicated to helping others find clarity.
