Our People – Melbourne

Melbourne | Sydney

Phillip J Grimsey

Phillip J Grimsey

Director

Paul Pettofrezza

Paul Pettofrezza

Director

Daniel Stefanetti

Daniel Stefanetti

Director

Rochelle Ciccone

Rochelle Ciccone

Senior Tax Manager

Michelle Hurley

Michelle Hurley

EA & HR Coordinator

Morgan Phillips

Morgan Phillips

Executive Assistant

Matthew Taylor

Matthew Taylor

Senior Accountant

Montgomery Kirsz

Montgomery Kirsz

Senior Accountant

Dario Biskupovic

Dario Biskupovic

Senior Accountant

Andrew Mercuri

Andrew Mercuri

Senior Accountant & Client Advisor

Adam Muftar

Adam Muftar

Senior Accountant

Duane Scaife

Duane Scaife

Senior Accountant

Elena Zaitseva

Elena Zaitseva

Senior Accountant

Dean Tran

Dean Tran

Accountant

Emily Zhang

Emily Zhang

Accountant

Divya Kumar

Divya Kumar

Graduate Accountant

Emily Rojas

Emily Rojas

Accounting Administration & ATO Liaison

Vitrie Hertanto

Vitrie Hertanto

Administration Assistant

Wee Kho

Wee Kho

Senior SMSF Accountant

Damian Reed

Damian Reed

SMSF Accountant

Vivienne Moretto

Vivienne Moretto

SMSF Administrator

Liam Murphy

Liam Murphy

Financial Adviser & Client Relationship Manger

John Kirk

John Kirk

Financial Adviser

Adrian McRae

Adrian McRae

Financial Planner & Client Relationship Manager

Sam Woodhouse

Sam Woodhouse

Paraplanner

Christina Lawrence

Christina Lawrence

Client Services Assistant

Kristen Kennedy

Kristen Kennedy

Senior Client Relationship Manager

Stuart Grimsey

Stuart Grimsey

Client Relationship Manager

Krishna Vuppala

Krishna Vuppala

Finance Team Administrator

Maria Mesiano

Maria Mesiano

Insurance Manager

Jodie Elg

Jodie Elg

Marketing & Communications Manager

Klara Rosaline

Klara Rosaline

Senior Group Accountant

Barry Roberts

Barry Roberts

Internal Accountant

Kylie Russell

Kylie Russell

Corporate Compliance Manager

Mahlia Thomson

Mahlia Thomson

Receptionist