Our People – Melbourne
Melbourne | Sydney
Phillip J Grimsey
Director
Paul Pettofrezza
Director
Daniel Stefanetti
Director
Rochelle Ciccone
Senior Tax Manager
Michelle Hurley
EA & HR Coordinator
Morgan Phillips
Executive Assistant
Matthew Taylor
Senior Accountant
Montgomery Kirsz
Senior Accountant
Dario Biskupovic
Senior Accountant
Andrew Mercuri
Senior Accountant & Client Advisor
Adam Muftar
Senior Accountant
Duane Scaife
Senior Accountant
Elena Zaitseva
Senior Accountant
Dean Tran
Accountant
Emily Zhang
Accountant
Divya Kumar
Graduate Accountant
Emily Rojas
Accounting Administration & ATO Liaison
Vitrie Hertanto
Administration Assistant
Wee Kho
Senior SMSF Accountant
Damian Reed
SMSF Accountant
Vivienne Moretto
SMSF Administrator
Liam Murphy
Financial Adviser & Client Relationship Manger
John Kirk
Financial Adviser
Adrian McRae
Financial Planner & Client Relationship Manager
Sam Woodhouse
Paraplanner
Kristen Kennedy
Senior Client Relationship Manager
Stuart Grimsey
Client Relationship Manager
Krishna Vuppala
Finance Team Administrator
Maria Mesiano
Insurance Manager
Jodie Elg
Marketing & Communications Manager
Klara Rosaline
Senior Group Accountant
Barry Roberts
Internal Accountant
Kylie Russell
Corporate Compliance Manager
Mahlia Thomson
Receptionist