David is a Chartered Accountant and qualified Financial Adviser. David understands the importance of listening to clients, understanding their issues and concerns and then working with them to achieve solutions. After more than 30 years in the accounting world, David appreciates clients’ concerns when it comes to managing their financial affairs and the importance of “being able to sleep at night”.
Belinda WhiteheadCertified Practicing Accountant
Belinda attended Monash University and went on to become a Certified Praticing Accountant. Belinda has experience as an in house accountant for a large company as well as working with tax agents. She is knowledgeable with Xero, MYOB and Quickbooks which enables her to provide support to small business.
Merril HutchinsBusiness Administration
Merril holds certificates in business administration. She ensures the business runs smoothly and client work is completed in a timely manner. She is the first contact for many clients and takes pride in ensuring clients are kept informed and assisting with enquiries they may have.