If you’re ready to achieve your financial goals we’re here to help.


Paul Johnson

Paul Johnson (FCPA (FPS))

Director

Paul was born and raised in Grafton, northern NSW. He is a specialist SMSF adviser with the SMSF Association. He has served 8 years on CPA Australia’s disciplinary panel. His interests include woodworking, aviation and astronomy (he holds a Masters degree in Astronomy!). He enjoys family time, the beach and travel and is currently building a plane with his family. Paul is passionate about helping people with their investments, particularly superannuation.

Malcolm Stewart

Malcolm Stewart (FCPA (FPS))

Director

Malcolm was born in Subiaco (just 2km away from our office!) He has served on the WA CPA Public Practice Committee and the national CPA Public Practice Advisory Committee as a member and as a Chairman He enjoys travel and has an uncanny ability to plan Rottnest visits to coincide with rain He enjoys watching sport, especially AFL, Premier League and F1 He is actively involved with his son Matthew’s sporting commitments Malcolm is passionate about creating wealth and saving tax.


Our Team Members


Financial Planning Team

Jasmin Schult

 

Tax & Accounting Team

Tracey Monaghan
Tracey Murfit
Julian Chan

Administration Team

Jaimee Kilbane
Karina Roberts
Rachelle Cross
Millie Monaghan