Business Details
50+ Years
experience
Trusted Accounting & Financial Services in Sydney
Since 1953, we have been dedicated to providing comprehensive accounting, financial advisory, and business consulting services to individuals and enterprises across Australia. Our firm combines over seven decades of experience with a commitment to innovation, integrity, and client-centric solutions. Our team of specialists, including award-winning partners and associates, delivers tailored advice in taxation, audit, superannuation, wealth management, and industry-specific services for medical, dental, and SME sectors. We prioritise transparency, ethical practices, and long-term client relationships, ensuring our clients achieve their financial goals. Our expertise extends to forensic accounting, risk insurance, cloud accounting, and aged care planning, supported by a proven track record of industry recognition.With offices in Sydney, Melbourne, Brisbane, and Newcastle, we offer nationwide accessibility while maintaining a personal touch. Our core values of honesty, client advocacy, and proactive problem-solving underpin every service we deliver. We invest in continuous professional development to stay at the forefront of regulatory and technological advancements, ensuring our advice remains relevant and impactful. Our clients benefit from a holistic approach that integrates financial, operational, and strategic insights to drive sustainable success.
Services
Accounting & Tax
Audit & Assurance
Business Services
Wealth Management
Superannuation
Risk Insurance
Cloud Accounting
Forensic Accounting
General Insurance
Aged Care
Details
- Year established: 1953
Highlights and features
- We offer 70+ years of combined experience in accounting and financial advisory services.
- Our team includes award-winning partners and specialists in medical, dental, and SME sectors.
- We provide tailored solutions for taxation, audit, superannuation, and wealth management.
- Our holistic approach integrates financial, operational, and strategic insights for sustainable success.
- We maintain a strong commitment to ethical practices, transparency, and client education.
Associations and certifications
- Australian Accounting Awards
- Financial Review Top 100 Accounting Firms
- Xero Innovative Partner of the Year
- SMSF Association
Services
Accounting & Tax
Our accounting and taxation experts provide tailored advice to individuals and businesses, covering corporate tax, GST, capital gains, and international tax structuring. We specialise in medical, dental, and SME sectors, offering compliance solutions and strategic tax minimisation strategies. Our holistic approach ensures alignment with clients' long-term financial goals.
Audit & Assurance
We deliver reliable audit and assurance services focused on risk reduction and financial transparency. Our team ensures compliance with regulatory standards while providing actionable insights to improve business performance. Clients benefit from timely reporting and a 'no surprises' approach with regular communication throughout the audit process.
Wealth Management
Our wealth management services help clients build and preserve assets through direct investments and tailored strategies. We offer expertise in superannuation, retirement planning, and wealth creation for medical professionals and SMEs, ensuring transparent, cost-effective solutions aligned with individual financial objectives.
Aged Care Planning
We provide specialised aged care advice, including fee structuring, asset protection, and government entitlement optimisation. Our team models cash flow scenarios to help families make informed decisions about residential care, ensuring financial security and compliance with evolving regulatory requirements.
Business Advisory
Our business advisory services support SMEs with strategic growth, financial management, and operational efficiency. We offer tailored solutions for practice acquisition, succession planning, and cloud-based accounting systems, leveraging industry-specific expertise to drive sustainable business success.
People
Jarrod Bramble
Managing Partner
Jarrod has over 20 years' experience in accounting and financial advisory, specialising in medical practice taxation and wealth creation strategies. He developed the At Risk, At Wealth framework and WealthStart program for medical professionals, combining innovation with client-focused solutions.
Shane Morgan
Partner
Shane specialises in medical and dental accounting, with a focus on self-managed superannuation and business structuring. He has over 15 years' experience advising healthcare professionals on tax compliance, succession planning, and financial performance optimisation.
Jace Pedonese
Partner
Jace provides tailored tax and business advisory services to SMEs, with expertise in practice acquisition and holistic financial planning. He has over 20 years' experience in taxation and business services, prioritising long-term client partnerships.
Amber Ling
Partner
Amber offers expert tax and financial advice to individuals and businesses, with a focus on SMEs and medical professionals. She has over 20 years' experience in accounting and financial services, building trusted client relationships through personalised strategies.
Nick Nancarrow
Partner
Nick specialises in audit and assurance services for not-for-profit and club industries. With extensive experience in risk management and business improvement strategies, he ensures clients achieve compliance and operational efficiency.
Questions
What accounting services do you offer?
We provide taxation, audit, superannuation, wealth management, and business advisory services tailored to medical, dental, and SME clients.
Do you specialise in any industry sectors?
Yes, we specialise in medical, dental, not-for-profit, and SME sectors, offering industry-specific expertise and solutions.
How can you help with aged care planning?
We model cash flow scenarios, advise on accommodation payments, and optimise government entitlements for residential aged care decisions.
Are you an award-winning firm?
Yes, we have won multiple Australian Accounting Awards and been listed in the Financial Review Top 100 Accounting Firms.
Do you offer cloud accounting solutions?
Yes, we implement cloud accounting software to improve business efficiency and real-time financial management.
Where are your offices located?
We have offices in Sydney, Melbourne, Brisbane, and Newcastle, serving clients nationwide.
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