Office AddressSuite 3, 174 River Street
Ballina NSW 2478 AU
Monday to Friday between 8:30am - 5:00pm
Advisers in the office
Partner - Audit & Assurance
Kylie has over 13 years' experience, and has worked with a diverse client base, spanning across a broad range of industries. These clients benefit from her strong communication, consulting and negotiation skills, as well as her flexibility to meet ever-changing needs.
My SpecialtiesAudit and Assurance
Lisa commenced with the firm in 1991. Her experience and skills involve taxation business services, cashbook training in various software packages and business advisory for commercial businesses. Lisa works across four offices Ballina, Lismore, Casino and Kyogle.
Mark provides specialist advice on investment and insurance strategies that focus on achieving financial goals. He offers personalised service and tailored financial planning that enables his clients to experience the lifestyle they desire and ensures a comfortable retirement. With a background in community and commercial banking, Mark has over 27 years experience helping people make their financial dreams a reality.
Sean has over 15 years’ experience in the financial services industry where he has gained experience in a variety of roles including client services, paraplanning, mortgage broking, and financial planning with the majority of his time spent advising direct to clients. This experience has provided Sean with a high level of technical and strategic knowledge that he uses to assist his clients in achieving their personal and financial goals. Sean likes to spend time outdoors playing sport and exercising with his family and friends.