ABOUT US
WHO ARE WE
From our humble beginnings in 2002, founded by Damien McKern, we've worked hard to build a personable and confident approach to working with our clients. We see our clients as our partners and our success is built on their success.
We believe in nurturing talent, providing mentorship, and creating a supportive environment where everyone can shine.
Led by our highly qualified Client Managers, each team is composed of accountants or advisers with diverse backgrounds and expertise in various business and finance disciplines.
We're committed to staying ahead of the game through ongoing training, ensuring our clients receive top-notch service, education and expert advice.
Leadership team
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Damien McKern
Principal - Accountant & Financial Advisor
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Kristian Tangan
Partner - Financial Advisor
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Elizabeth O' Connor
Partner - Accountant Advisor
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Mark Jones
Partner - Finance Director
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Alex Peckham
Client Manager - Accounting Advisor
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Brandon Critchley
Client Manager - Accounting Advisor
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Shahin Tehrani
Licensed Financial Advisor
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Mark Lang
Licensed Lending Advisor
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Sarah Cox
Licensed Financial Advisor
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Sam Assenheim
Operations Manager
Our Values
Dynamic: We are constantly learning and evolving, and we are always looking for new ways to improve our services. We believe in being innovative and finding new ways to help our clients achieve their goals.
Honest & Authentic: We believe in being genuine and transparent with our clients. We are honest about our abilities and limitations, and we always put our client's interests first.
Insightful: We listen carefully to our clients and ask questions to get to the root of their problems. We believe in being proactive and providing our clients with solutions that they may not have considered.
Community: We are committed to giving back to the community, and we believe that by working together, we can make a difference. We also believe in being open and inclusive, and we welcome everyone to our community.