A numbers man by trade, but not by nature, Matt’s also an Accredited Mindshop Facilitator and Business Architect with an emphasis on Business Intelligence. He loves technology and its potential to positively impact business and is passionate about helping clients grow their wealth and enjoy life.
Director & Superannuation Specialist
Erin is a Chartered Accountant with more than 10 years experience and specializes in advisory services for small business owners. She is an expert in Self Managed Superannuation Funds, and has a passion for helping clients meet their wealth building goals.
Erin works meticulously to identify the best solutions for clients.
From small businesses to public companies and government organisations, David has a wealth of experience in applying his skills to the specific needs of each business. David is focused on providing workable solutions to business and takes a pragmatic approach to complex tax matters or issues of business performance.
Deb is Advise's ‘go-to’ person for bookkeeping. The queen of reconciling bank accounts and creditor statements, she also processes payroll for our larger customers. She’s also responsible for Xero setup and training and loves using Xero Add-ons to streamline business processes.
Diane has extensive accounting and bookkeeping experience. Working in the building and construction industry and public practice in the Blue Mountains area for 16 years, she has recently relocated to Bathurst and is looking forward to engaging with the community. Diane has a keen interest in classical music and played cello for over 10 years with Penrith Symphony Orchestra.
IN-HOUSE XERO GURU
Katherine has worked in the finance sector for over eleven years and graduated from Charles Sturt University in 2017 with a Bachelor of Accounting. Having worked with a broad range of industries throughout her career, she has developed a keen interest in working with creatives, entrepreneurs, and women in business.
The game of business is diverse and to supplement our financial coaching and advisory services, we often call in external partners to bring a fresh perspective or specialist point of view. Acting as guides, facilitators, coaches and thought promoters we have worked with them for years and trust them to help our clients with their unique insights.