MEET OUR TEAM
Head Advisory & Partner
Jake has been in the financial planning industry for over 8 years. Jake grew up with a passion for financial planning, constantly guiding his friends to make smart financial decisions well before working in the industry. Graduating from Griffith University with Bachelor's in commerce and in International Business, he has since gone on to complete a diploma and then advanced diploma in financial planning. Jake is also an accredited mortgage broker with MFAA and enjoys tying debt advice into his client offering. In his downtime Jake enjoys travelling and camping trips with his family and friends. Find out more about Jake through his LinkedIn profile.
Andy has been in the accounting industry for over 10 years. He is a valued member of CPA Australia and a certified Xero advisor. He is passionate about technology and how it can help businesses grow. Andy is a sport fanatic playing AFL locally on the Gold Coast. He enjoys downtime with his family and friends and doesn't mind a bit of travel. Find out more about Andy though his LinkedIn profile.
Throughout Jason’s 10+ years in the accounting and advisory industry he has worked on a vast range of clients covering many different industries and services. With experience in outsourced CFO and CEO roles Jason has a passion for assisting entrepreneurs including start up ventures and small/medium sized businesses be a success. Jason has called the Gold Coast home for over 10 years and when not working enjoys to play and watch AFL and having some down time with friends and family. Find out more about Jason through his LinkedIn profile.
Sharon has been in the Financial Planning industry for over 10 years. She has a passion for helping people achieve their immediate and future financial goals in a timely and stress free manner. Sharon enjoys being creative and spending her free time catching up with friends and family. Find out more about Sharon through her LinkedIn profile.