Meet the Team

  • Sarah

    Managing Director

    Sydney, NSW
    SkillsSarah Clayton provides tax advice and planning strategies to individuals and businesses across Australia. She also provides accounting and bookkeeping services to a wide range of industries including the legal sector, online businesses, influencers, hospitality, building, retail, and many more. A CPA, IPA and registered tax agent, Sarah has over 20 years of tax, accounting and bookkeeping experience. Sarah holds a double degree in business and information systems majoring in accounting and she loves nothing more than to develop close relationships with her clients whilst developing long-term systems and solutions.HobbiesPlaying the piano, music and horse riding.
  • Warren

    Associate Director

    Melbourne, VIC
    SkillsWarren is a CA qualified accountant with 20 years of experience. His speciality is tax planning and setting up tax effective business structures. Warwick also has vast experience in self managed superannuation funds and investments trusts.HobbiesHiking, running and spending time with his dog.
  • Kate

    Administration

    Armidale, NSW
    SkillsVery much loved by our clients for her incredible organisation skills, strong attention to detail and super fast responses; Kate has been with our team since 2015. Kate loves to create and maintain efficient systems for our clients and she has many years of bookkeeping experience. Kate holds a diploma in Accounting.HobbiesSports, and renovating her home.
  • Emma

    Accountant

    Melbourne, VIC
    SkillsWith over 10 years experience, Emma is an experienced Chartered Accountant with an eye for detail. Although experienced in all aspects of accounting, Emma has a passion for personal taxation and working with small businesses. She strongly believes in helping clients achieve success by equipping them with the proper advice and structures. Emma hold a commerce degree majoring in Accounting. HobbiesSpending time with her puppy, adventures outdoors, good food and wine.
  • Michael

    IT Security

    Sydney, NSW
    SkillsWebsite design, development and maintenance.HobbiesSpending time in the garden, exercising and spending time with family and friends.
  • Brad

    Business Analyst

    Gold Coast, QLD
    SkillsBrad is a highly driven, hands on business leader with in-depth commercial, operational, and financial management experience. Brad provides services across Australia and includes delivering vital assistance and support to business acquirers, business leaders, owners and managers. This includes detailed review’s, full scale due diligence support, P&L and balance sheet investigations, and product analysis, supplier and contract review’s, HR and legal reviews and more. Brad’s objective is to understand every piece of important information to identify the problems and devise practical solutions Brad is a Chartered Accountant with 20 years experience, commencing with KPMG in Sydney before holding positions as General Manager of businesses in the automotive manufacturing and events space as well as the family entertainment / leisure industry. HobbiesRunning, fitness and yacht racing

Independent Specialists

  • Rachel O’Connor

    Financial Planner

    Sydney, NSW
    SkillsRachel helps her clients to be in control of their money, through easy to understand, unscary financial advice. Rachel can help you set goals that work for you, create a plan you’ll stick to, make sense of investing, make sure you are not paying more tax than you need to, that your super is working hard for you and you have the insurance you need to ensure you and your family are looked after. Rachel has been advising clients since 2011. She is a Certified Financial Planner (CFP) and Chartered Accountant- Financial Planning Specialist (CA-FPS) and holds a Bachelor of Commerce majoring in Accounting and Commercial Law.HobbiesMost of my time is spent running around after my two boys, outside of that I love gardening and running.
  • Garreth

    Mortgage Broker

    Independent finance and mortgage broking specialist and director of Blackwattle Finance.

    Sydney, NSW
    SkillsGarreth is a finance and credit professional with over 20 years of industry experience across consumer and commercial lending. Specialising in and with a focus on first time home buyers, impaired credit, and self-employed borrowers, Garreth provides sound advice and assistance to anyone looking to find the perfect loan. HobbiesSpending time with the family, and a good coffee.
  • Joanna

    Business Lawyer

    Specialist Lawyer and principle of Aspect Legal

    Sydney, NSW
    SkillsJoanna has wide experience working with a large and diverse portfolio of organizations in the areas of mergers and acquisitions, contract law, procurement, commercial law, and branding. She has also conducted training throughout Australia covering all areas of contract law, as well as in compliance and the Competition and Consumer Act (formerly the Trade Practices Act). Drawing from key experiences in multiple jurisdictions, Joanna provides a range of proactive and commercially driven services to assist business managers, compliance officers and procurement officers in all facets of legal business risk.HobbiesWhen she isn’t protecting her clients from the unexpected storms of business, Joanna enjoys quality time with her 2 beautiful children and husband.