Gerard is a Director of Business Advisory in Albury who passionately shares his clients’ appetite for reaching their financial aspirations.
Jason is a director of the Business Advisory division in Albury. Locally born and bred, Jason provides a passionate understanding of the issues facing his commercial and rural clients in regional Australia.
Jason provides clear-cut, assured advice and expertise which is built on his years of experience working with premium commercial and rural clients.
Kirsten has been working in the financial planning industry for over 15 years and has been a licenced adviser for 12 years.
With extensive experience servicing clients in the Riverina-Murray region, Kirsten specialises in developing investment strategies, wealth management, retirement planning and risk management.
Working with small to medium enterprises, Tom has an excellent understanding of the complex taxation issues impacting business owners.
He has used his knowledge of accounting software packages to help many small businesses make the transition to cloud accounting software.