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

Melanie Krahnert

Melanie Krahnert

Executive Assistant

Matthew Taylor

Matthew Taylor

Senior Accountant

Montgomery Kirsz

Montgomery Kirsz

Senior Accountant

Dean Tran

Dean Tran

Accountant

Dorothy Agnew

Dorothy Agnew

Senior Accountant

Elena Zaitseva

Elena Zaitseva

Senior Accountant

Adam Muftar

Adam Muftar

Senior Accountant

Wee Kho

Wee Kho

Senior SMSF Accountant

Damian Reed

Damian Reed

SMSF Accountant

John Kirk

John Kirk

Financial Adviser

Adrian McRae

Adrian McRae

Financial Planner & Client Relationship Manager

Kristen Kennedy

Kristen Kennedy

Senior Client Relationship Manager

Stuart Grimsey

Stuart Grimsey

Client Relationship Manager

Liam Murphy

Liam Murphy

Financial Adviser & Client Relationship Manger

Christina Lawrence

Christina Lawrence

Client Services Assistant

Maria Mesiano

Maria Mesiano

Insurance Manager

Rick Williams

Rick Williams

Risk Insurance Adviser

Kylie Russell

Kylie Russell

Corporate Compliance Manager

Klara Rosaline

Klara Rosaline

Senior Group Accountant

Barry Roberts

Barry Roberts

Internal Accountant

Vivienne Moretto

Vivienne Moretto

SMSF Administrator

Jodie Elg

Jodie Elg

Marketing & Communications Manager