Office Address70a Kepler Street
Warrnambool 3280 AU
Monday - Friday
8:30am - 5:00pm
Advisers in the office
James has over 12 years' experience in large accounting practice. Working closely with new start-up businesses from a range of industries, James ensures the appropriate business structure is in place to assist them in achieving their business and personal financial goals.
Senior Manager - Lending and Finance
With over 25 years' experience, Simon has considerable management knowledge in all facets of lending and finance. His speciality areas include commercial, rural, home and investment and equipment lending.
With over 20 years’ experience in the industry, Andrew provides specialist advice in the area of Business Protection and Personal Insurance. Andrew holds a Bachelor of Economics and a Diploma of Financial Services (Financial Planning). During his time in the industry, Andrew has a diverse range of experience, having worked in a boutique family business and also in a large corporate advisory firm. Qualifications and Memberships: - Bachelor of Economics - Diploma of Financial Services (Financial Planning) Andrews works across several offices including; Ballarat, Warrnambool, Hamilton and Torquay.
My SpecialtiesRisk Insurance
Michael has a thorough knowledge of tax and accounting issues that impact owner operated businesses, including experience in the areas of; personal and corporate tax, family trusts, taxation planning, income tax reporting /compliance, CGT, FBT, GST, and accounting. From a local dairy farming family Michael advises farmers and small business operators.