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Principals
With a team of specialist advisors, you can be assured that you have access to a wealth of knowledge to help you make the best decisions for your circumstances - for now and the long term future.
We are committed to a continual learning environment for all of our team members, regardless of their role, so that you can be assured of having the latest advice balanced with a wealth of practical experience.
We can serve you with our specialist knowledge of the local market, as well as our understanding of the latest regulatory changes and new approaches and trends in the financial services industry.
You will enjoy the benefits of a team who works together to give you the attention, support, information and service you should expect of a leading professional group.
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Greg Holman BBus, CPA He launched the firm in 1994 and has been a key strategist in getting the firm to where it is today. When he's not managing accountants, Greg manages a fitness regime for himself and his 5 children, including surfing, jogging, swimming and cricket, and is a keen AFL fan. |
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Rob McGregor SIA(Aff), FPA (Aff) He now specialises in providing personal financial advice to professionals, business owners and retired clients, and is an authorised representative of Professional Investment Services. In his spare time he enjoys spending time with and keeping up with his busy family, which has led him to become involved in coaching and managing junior sports. |
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Tony Rossiter BCom, CA |
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Wayne Staal CA Since arriving on the Sunshine Coast 8 years ago Wayne has provided his expertise to a large number of small and medium enterprises, primary producers and high net worth individuals. In addition to specialising in business structures and tax planning advice, Wayne also heads our specialist divsions, medical and health practitioners and sports professionals and has considerable experience in risk management and business development advice. In his spare time he likes to spend valuable time with his family and get stuck in sports including golf, fishing and indoor soccer. |
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Sharee Webster BCom, CA |