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Trevor Wise
B.Bus (Acc), Chartered Accountant, Certified Financial Planner Managing Director
Trevor has been advising businesses for in excess of 30 years. His experience extends from Taxation and Strategic Improvement of businesses of all sizes to Funds Management and Superannuation. He has been a Responsible Manager of Financial Services Licenses and has been involved in the development of AFSL applications and Risk Management frameworks. His passion is to make the complex simple and to ensure clients achieve their goals.
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Peta Wise
B.Bus (Acc) Dip. Ed
Peta has extensive experience in both Public Accounting and Commerce. She has been involved in taxation, administration and payroll functions of all business sizes. She has a passion for technology and training people to ensure they can do their job as efficiently as possible.
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Jodie Mantel
B Com Accounting
Having graduated at the end of 2009, Jodie has provided accounting, taxation and business services to a wide range of individual and business clients including those with high net wealth. Jodie joined our practice in 2015 and has a passion for providing quality client service in a friendly and efficient manner.
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