Our team
Luke Axton
Partner
Chartered Accountant (CA)
Pairs real life client events with lateral solutions. Forward thinker by nature, covering client goals, pain points, and everything in-between. Strategic for your business. Dirt bike rider who lives for family and adventure.
Chris Haggart
Partner
MAppFin, BSc. BtCB, Dip FP
Driven by purpose – his own and others. Aligns wealth with genuine happiness. Helps clients create clarity amongst complexities of life. Penchant for fitness, family, and the arts. Lateral thinker, family man, crossword addict.
Cameron Howlett
Partner
DipFP, BBus/BComp, CFP™ SSA®, Registered Tax Agent
Challenges perceptions to pair real life with lateral solutions. Alleviates fears through transparent conversation. Country born family man and sports lover. Explores possibilities to intuitively connect money with happiness.
Shane Nicholas
Partner
BBus(FP), CFP, SSA
Steady calmness and eternal optimist. Helps you make sensible life decisions. Independent thinker, active father, community member. Broadens your horizon to instil pride and awareness in your achievements.
Williza Mitchell
Associate
Reassuring presence. Simplifies advice. Values trust and transparency. Loves raising her daughter with strong values. Emerging talent that ensures peace of mind for clients' financial future.
Lynn
Advisor
CFP®, CPA, SSA, B.Comm, GradDipFinPlg, MAcc
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
BBus (Acc), CPA, GradDipFinPlg, MFinPlg
Natural born instinct to help others. Business-savvy financial specialist. Sports fanatic, confident risk taker, commercially adept. Family man with broad perspective.
Cheryl Credaro
Administration Manager
The binding force behind our team. Client go-to for information, and exceptional support. Professional with a sunny disposition. A natural problem solver. Warm, wise, and wonderfully reliable. At home by the water.
Brigitta Nadya
Associate
Strategic thinker. Delivers focused and compassionate guidance. Positive, warm, and passionate about the arts.
Yuji Loo
Client Services Associate
Thoughtful. Executes financial solutions with integrity. Prioritises exercise, health, and wellbeing. Creates genuine connections through a purposeful approach.
David Wu
Intermediate Accountant
Trusted advisor with strong ethics. Proactive approach to accounting. Calm, approachable, and loyal. Man of his word who loves sports. Consistently instils confidence in clients' present and future selves.
