Leadership Team

David Bartels

Financial Adviser

Our aim is to provide overwhelming value to our clients, via the best financial advice and services available to Doctors and their families.

Tony D’Agostino

Accounting Head

My aim is to deliver accounting, taxation and business services to individuals and enterprises in the best possible way to meet your personalised strategy.

Nick Maharaj

Accounting Head

I thrive by being challenged each day to find ways to maximise my clients’ wealth. There is nothing more exciting and rewarding than a happy client!

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