Values that drive us
Read Tony’s bio
I believe that to be successful with your financial affairs, you need to have a clear plan and strategy. My focus is on delivering the best accounting, taxation and business services and advice to Doctors, their families and medical practices to meet your personalised strategy.
Tony has over 30 years’ experience advising Doctors and helping medical practices to develop and realise their goals for establishment, growth and succession.
Tony holds a Bachelor of Commerce, Diploma of Financial Planning, is a Chartered Accountant and Fellow, and is a member of the Taxation Institute of Australia, Australian Institute of Management and the Institute of Chartered Accountants Australia and New Zealand.
Away from work, Tony is an active member of the Italian community, is passionate about good food and wine, and can often be found pursuing his musical passion as a listener and sometimes vocalist.
Read Ashley’s bio
Providing good advice is driven by a mixture of experience, a commitment to lifelong professional learning and attention to detail. I pride myself on taking a thorough approach to exploring all options for legally minimising your tax for your personal and private practice tax affairs, and communicating in a clear and transparent way.
Ashley has over 15 years of accounting industry experience and is a founding member of the firm. He provides advice on Doctors’ tax, accounting and business strategy to help clients attain the best tax outcomes and achieve their financial goals.
Ashley holds a Bachelor of Accounting & Finance and is a Chartered Accountant and member of the Institute of Chartered Accountants Australia and New Zealand.
When not at work, Ashley enjoys spending time with his young family, working on DIY home improvement projects, and pursuing his favourite recreational activities: fitness and surfing.
Read David’s bio
In my former career as a pharmacist, I enjoyed helping people with their health, then I realised my true vocation was to guide and inspire people to make smart financial decisions for themselves and their families. It’s truly a privilege to share the journey with clients and witness the positive impact our advice makes to their lives.
David has been a financial planner since 2007 and holds an Advanced Diploma of Financial Planning, Graduate Certificate in Applied Finance & Investment, Certificate IV in Finance and Mortgage Broking, Bachelor of Pharmacy, completion of Level 1 of the Chartered Financial Analyst (CFA) program, registration with the Tax Practitioners Board as a tax (financial) advice service provider and is a certified Commissioner of Declarations.
David enjoys catching up with family and friends, is a forever-hopeful Reds and Australian rugby supporter and a self-confessed finance and wine nerd. He and his wife Amy do their best to keep up with their two energetic children.
Read Peter’s bio
Providing a service that is built around offering my clients a banking service that looks at their complete lending requirements is something that my many years of finance has allowed me to provide. From their personal requirements, to their business and investment options, I ensure that they don’t have to go to different brokers for their personal and business requirements.
Peter holds a Diploma in Financial services (Finance/Mortgage Broking Management) and has been in banking and finance for over 30 years. He worked in the CBA and as a finance broker to meet the requirements of his clients both commercially and residentially for self-employed and PAYG borrowers. He’s assisted an array of clients with many structured loans and worked with their accountants to maximise any taxation opportunities that are available.
When not in the office Peter takes pleasure in being a grandfather for the first time and spending time with his grand daughter.
Read Peta’s bio
I believe that clear and authentic communication is the key to building strong relationships and achieving meaningful outcomes. My focus is on delivering strategic marketing, communication, and brand solutions that connect businesses with their audiences in a genuine and impactful way.
Peta brings extensive experience leading communications, brand, product, and event management across the healthcare, medical equipment, aviation, and entertainment sectors. She supports Mobility by developing and executing communication strategies and marketing activities.
With a background as a surgical registered nurse, Peta combines her clinical insight with strategic expertise to drive effective messaging and engagement. Away from work, she bears the scars of a former competitive rower and years as a basketball mumager, she’s a Pilates enthusiast and has an abiding love of fine wine, food, and art.