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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.

Greg Holman BBus, CPA
Greg Holman is a Certified Practising Accountant and Authorised Representative of Professional Investment Services with more than 18 years experience in providing business management and accounting advice. Greg graduated from Chisholm Institute of Technology with a Bachelor of Business degree and completed his postgraduate studies to become a 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. 

Rob McGregor SIA(Aff), FPA (Aff) 
Rob McGregor has more than 20 years experience in the financial services industry, working in a variety of roles in banking, stockbroking, funds management and financial planning with some of Australia's leading financial companies. Recently Rob won the prestigious award of "Financial Planner of the Year 2010". 

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. 

Tony Rossiter BCom, CA
Tony Rossiter is a Director of Holmans and a member of the Institute of Chartered Accountants with more than 13 years experience in the accounting profession, including 6 years in a large ‘2nd tier’ Canberra based firm. Since arriving on the Sunshine Coast 5 years ago Tony has provided his expertise to a large number of small and medium enterprises. In addition to specialising in business structures and tax planning advice, Tony also heads our Management Rights division and has considerable experience in preparing verification reports and sale of business statements on behalf of Management Rights clients

Wayne Staal CA
He is a member of the Institute of Chartered Accountants with more than 10 years experience in the accounting professional, including 2.5 years for one of the largest accounting firms in Australia.

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.

 

Sharee Webster BCom, CA
Sharee is a Member of the Institute of Chartered Accountants, Member of the Taxation Institute of Australia and a Registered Tax Agent.  She has over 20 years experience in the profession, the majority of those years spent in Sydney providing advice and solutions to all sizes of businesses. 

Sharee specialises in business structures, tax planning advice, superannuation and Self Managed Super Funds (SMSFs) and providing strategic advice to individuals and businesses alike, ranging from small owner-operated family businesses to large corporate entities.  Sharee is a regular contributor of articles to the print media and is often called upon to provide her professional comments on changes to Federal Legislation and their inevitable impact on members of the Sunshine Coast community.

 

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