Plan to Prosper
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Plan to Prosper

Our Team

We are a boutique accounting firm renowned for its superior customer service ethic and supported by its outstanding provision of services including:

• Business Management and Planning 
• Investment, Insurance Advice 
• Superannuation and Retirement advice
• Taxation
• Investment Properties

ASH
Accountant
B.Comm, Grad Dip Fin Mgt

Ashley holds a Bachelor of Commerce (B.Comm) with a double major in economic theory and economic policy and a minor in organizational management. He also holds a Graduate Diploma in Financial Management (Grad Dip Fin Mgt) with the University of New England. He has studied towards a Graduate Diploma in Financial Planning with the Securities Institute. He has had nearly 20 years experience in the finance industry including a management role with a major bank, and over 7 years experience as a financial adviser and 10 years as a registered tax agent.


JEROME
Financial Planning
ADFS

Jerome has worked in the financial services industry for the last 14 years. Jerome was originally a portfolio administrator to Self Managed Superannuation funds then moved to providing risk advice and on to financial planning advice. Jerome can provide clients with a suite of financial services that are personalised, strategically innovative and structured to meet individual needs and objectives. He offers a wealth of experience in financial planning fields which enables him to consistently meet the needs of his client's financial planning requirements.


(03) 9432 9144

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