Paul Searle - Director
Paul is registered tax agent, and SMSF specialist with over 20 years of experience in the industry. With a wealth of knowledge and expertise, Paul leads our team of professionals in providing excellent accounting and financial services. When not in "the office" Paul enjoys spending time with his kids and being outdoors, he especially likes camping and from time to time will conduct client appointments from his campsite!
Sarah Coutts - Office Manager
Sarah is a positive and hardworking individual with over 15 years' experience in Administration and Management.
Sarah prides herself on her organisation skills and attention to detail resulting in producing a high level of accuracy in the firm. She possesses excellent communication skills and enjoys getting to know our clients. Sarah enjoys learning new things and working well under pressure.
When not working you will find Sarah with her two children and partner outdoors Motorbike riding, camping or laying by the pool.
Ushan Nadarajah - Senior Financial Strategist
Ushan is a Seasoned Finance Professional with over 8 years of experience working in the financial services industry. He is a smart-working and results-driven individual with a genuine passion to deliver tailor-made solutions for the unique needs of the clients.
In terms of his education, Ushan has an MBA in Finance, a Chartered Member of the Chartered Institute for Securities & Investments UK, a Certificate in Mortgage Advice and Practice (CeMAP) & an Advanced Diploma in Paraplanning.
Specialising in the personal finance domain he has produced over 800 financial plans and has a proven track record of developing and implementing successful financial strategies for individuals, families, and businesses.
In-person, he spends his time traveling, admiring nature and socializing with people of different cultures and norms.
Shun Tee - Paraplanner
Shun is a versatile professional with a unique combination of skills in accounting and paraplanning. His 9 years of experience in both accounting and paraplanning and working with a diverse range of clients have provided him with a unique perspective and a deep understanding of the importance of financial planning and the significant impact it can have on the lives of individuals and families.
He is committed to helping clients achieve their financial goals and providing them with the tools and resources they need to secure their financial future.
Shun does travel a lot with his friends & family and spending quality time with his daughter is one of his favorite ways to unwind and recharge.
Whitney Davis - Client Administration
Whitney is part of our experienced Financial Planning team. After dedicating 12 years to the legal industry, Whitney prides herself on her ability to build a strong rapport with clients and understands the importance of maintaining these relationships. Whitney brings a professional and friendly approach to the administration side of the company and will be your main port of call to get your insurance application underway. In her spare time, you can find Whitney camping and making memories with her family.
Jay - Client Administration
Jay is a self-motivated individual with 10+ years of client servicing and administration experience in the financial services industry. Jay is a team player with strong communication skills who oversees all aspects of quality by applying industry best practices. You can find Jay enjoying car rides and traveling with his family in his spare time.