The people behind your SMSF, local, experienced, and here to help.
Indy has been with the team since 2017; she is a registered Tax Agent who leads the Accounting Department, focused on SMSF administration and individual accounting needs. A finalist for ‘Accountant of the Year’ in the Women in Finance Awards (2020 & 2022), she brings deep SMSF knowledge to every client. Outside work, she enjoys traveling and eating good food.
Ryan is a senior Accountant with over 9 years’ experience in tax and business advisory. He’s passionate about giving ‘best-fit’ advice so clients understand their position and can achieve their goals. In his spare time, Ryan enjoys getting outside, exercising, or renovating his house.
Ciara has been an Accountant with the team since 2019. She enjoys helping people and making things easier for clients, living by the phrase ‘mind over matter’ to stay focused on her goals. She spends her spare time furthering her studies.
Sim joined the team in 2022, specialising in individual tax returns and establishing SMSFs, along with their ongoing reconciliation. She thrives in a collaborative environment and takes pride in helping clients minimise tax and improve their financial wellbeing. Outside work, she cherishes time with her two young daughters and husband.
Based in Maroochydore, our team combines local market knowledge with national opportunities. We’re always happy to meet in person at our Plaza Parade office, or connect by phone or video if that suits you better.
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