ABOUT
With over 40 years of professional experience since 1979, we have been providing clients services that is tailored to meet their financial and taxation compliance needs. We specialised in working with private wealth individuals and families on their taxation, investment portfolios, superannuation, family entities, and inter-generation wealth succession planning.
Initially located in the heart of Melbourne close to the iconic Victoria Market, we relocated on October 2025 to the vibrant Smith Street in Melbourne's Fitzroy and Collingwood area. Smith Street was voted the world's coolest street by Time Out in 2021, topping lists that included cities like Paris, London, and New York. This recognition is due to its vibrant mix of independent shops, diverse restaurants, bars, live music venues, and LGBTQIA+ nightlife, which combines a rich history with a dynamic, trendy atmosphere.
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Our Leadership Team
Kim T, Consultant, FIPA NTAAF
Kim has been specialising in the area of Taxation and Accounting for the past 40 years. He is able to use his vast knowledge in this subject matter to help his clients whether they be Individuals, Partnerships, Trusts, Companies or SMSF's for the completion of regulatory returns and in the area of Taxation Planning and Business Valuations.
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Kim is married with 2 adult children and grandchildren. He is a keen golfer and loves to travel.
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Iris C, Lead Wealth & Credit Adviser, Dip.FP
Iris is an experienced Adviser with excellent client service skills. She is a valuable lead member of the Firm’s Financial Advisory team with her contribution on Credit Finance, Superannuation and Insurance strategies. Iris is a mother to three beautiful children, she is fluent in English, Malay and Mandarin.
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Iris is an accredited credit finance specialist, and registered Credit Representative
Richard O, Managing Partner, FCPA , CFP, MBA
Richard specialise in the advisory of private wealth entities, investments, inter-generation succession and legacy planning. He is well experienced from his previous international and domestic roles in Accounting, Taxation, Financial Advisory and Consulting.
Richard holds high conviction in the value of good holistic financial advice to clients in their pursuit of financial goals and aspirations.
Richard is a Fellow of CPA Australia, Certified Financial Planner, registered Tax Agent, and SMSF Auditor. He is fluent in English, Mandarin and Cantonese. He is married with 4 children and enjoys motorbikes and golf when not with the family​
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Favourite Quote: We cannot solve our problems with the same thinking we used when we created them. - Albert Einstein
Violet J, Lead Accountant, Fellow NTAA, MPAcc
Violet is a highly experienced Accountant and registered tax agent leading and advising clients on taxation reporting and compliance requirements.
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