STRATEGIC WEALTH - Key Persons
I have been with the team at Strategic Wealth since December 2022, but have been working in accounting admin since July 2020. Cathy or I will likely be your first point of contact when you call our office. My role is to ensure we have everything we need to complete your returns, to welcome new clients to our practice as well as communicating with the ATO and setting up new companies/trusts. I am currently furthering my studies to ensure I can offer the best possible service to both our clients and our team.
In my free time, I enjoy seeing live music, spending time with my cats & catching up with friends.
Bernadine joined the SWM team in November 2020. She is currently studying for a Bachelor of Business majoring in accounting at UTS.
Bernadine works alongside the accounting team, helping the accountants, especially with Superannuation Funds.
Hi, I'm Cathy and many of you would know me as answering the phone when you call our practice.
Eva joined the team of Strategic Wealth Management in January 2020. Her experience spans over 13 years in the accounting industry. She passed the CPA Licensure Exam in 2009.
Prior to joining SWM, Eva worked as a School Accountant for a Catholic School as well as an Accounting officer for a manufacturing company.
Eva is responsible for the preparation of financial reports and taxation returns for individuals, trusts, and companies; BAS and bookkeeping tasks.
Eva has four children which keeps her busy on weekends. She loves watching documentaries and reality TV shows like Australian Survivor.
Job Titles:
- Client Manager
- Member of Chartered Accountants Australia
Gavin joined the team at Strategic Wealth Management in December 2018.
He has been working in the Accounting profession since gaining his degree in 2002.
Gavin started his career working in a 4-partner firm in St Leonards Sydney before moving to a larger chartered accounting firm in North Sydney. After 9 years in North Sydney Gavin expanded his experience by moving to Edgecliff to work for a financial financial services company where he managed the financial affairs for clients in the medical industry.
Gavin is a Member of Chartered Accountants Australia and New Zealand. He also has a certificate of Finance and Mortgage Broking and is a registered tax agent.
Gavin is responsible for the preparation of financial reports and taxation returns for individuals, trusts, companies and superannuation funds.
Gavin is married with 3 girls and enjoys surfing at his local breaks. He loves entertaining friends and family around the BBQ and has great support from his family.
Holly joined the SWM team in February 2023. She has 10 years experience in accounting firms of various sizes amassing valuable experience with a wide range of clients.
Holly is responsible for the preparation of financial reports and tax returns for individuals, trusts, companies and superannuation funds. She takes pride in getting to understand her clients needs and becoming their trusted go-to advisor.
Holly enjoys exploring new delicious cuisines with friends and hanging out with her two rambunctious kittens.
Irish joined the team at Strategic Wealth Management in November 2022, bringing with her more than 12 years of experience in the field of accounting. Before her tenure at SWM, Irish dedicated 11 years working as an accountant in various private companies. She earned her CPA License in 2011.
Irish is responsible for the preparation of tax returns for individuals, trusts, and companies; BAS (Business Activity Statements), and a wide variety of bookkeeping tasks.
Outside of her professional duties, Irish finds joy in spending quality time with her husband, son, and extended family. She also takes pleasure in exploring both cooking and baking, as well as the creative pursuit of crocheting.
Janet joined our team in March 2011. Janet has over 30 years experience working as an accountant in both public practice and commerce.
Janet has had experience in a wide range of business environments assisting clients with their taxation and reporting obligations.
Janis has been part of SWM since 2005 after emigrating from the US with her "Aussie" husband and children. She is our Practice Manager and is responsible for everything in the office other than accounting.
She is always involved in a variety of business development projects but is eager to lend a hand or have a chat if you need assistance
Outside of the office, she loves to travel, cook, and spend early mornings at the gym
Jessica has been part of Strategic Wealth Management since November 2017. Her experience spans over 10 years in the accounting industry.
She began her career in a small accounting practice before joining a national chartered accounting firm in 2014 which provided exposure to a large range of different businesses and gained valuable experience as a result
Jessica is responsible for the preparation of financial reports and taxation returns for individuals, trusts, companies and superannuation funds. She finds passion in being able to help her clients by going the extra mile to help them achieve their goals and deadlines!
Jessica is married with one adorable baby girl and when she can find spare time, enjoys going to the gym, trying different restaurants, and cooking up dishes from her native country of Colombia.
Kelly joined our Financial Planning team in March 2023. She has over 8 years of experience in client service roles for boutique financial advisory firms. Kelly works closely with our two advisers Stefan & Timothy and the team. She enjoys working with people from different cultures and backgrounds as well as assisting clients to achieve their financial goals. Kelly spends her spare time with her two young children. She also loves traveling overseas with her family.
Job Titles:
- Provisional Financial Adviser
I joined the Strategic Wealth Management Financial Planning team in January 2021 as a Financial Planning Assistant, after unintentionally finding my ideal career path in an introductory financial planning course I took during my bachelor's degree studies. I came on board with a passion for people and an eagerness to learn, which was fostered by the team at both SWMFP and SWM. I was able to work full-time and complete my Master of Commerce, specialising in Finance (an ASIC-approved degree) in 2022. I am currently completing my Professional Year as part of ASIC's requirements to become a Financial Planner. When out of the office, I assume my unofficial role as a foodie - eating and drinking at a different spot almost every weekend.
Martina joined the team at SWM in April 2009. With over 25 years experience in the accounting profession she has worked with a variety of small to medium sized businesses in various industries helping them to not only meet their tax obligations but grow and develop their businesses.
Martina is responsible for the preparation of financial reports and taxation returns for individuals, trusts, companies and superannuation funds. Martina holds a senior position in the firm and assists Nick in dealing with complex taxation matters.
In her spare time you might find Martina cooking up a storm in the kitchen, painting (pictures, not walls!) or undertaking some other creative exploit that doesn't involve number crunching.
Reina joined SWM in February 2020. She started her accounting career in 2011 and worked for a few accounting firms to ensure that she was on the right career path. She decided to complete her CPA while working full-time. She loves being part of the team and helps out whenever possible
She is responsible for preparing financial reports and tax returns for individuals, trusts, companies, and superannuation funds.
In her spare time, Reina enjoys reading books, listening to music, and traveling around the world. At the moment her time is spent with her super energetic son. On the weekends you might run into her at the soccer field, Jiu-Jitsu gym, or swimming pool.
Bachelor of Mathematics, Nanjing Institute of Meteorology | Master of Accounting, Macquarie University, NSW, Australia | Microsoft Certified Professional, System Engineer, and Database Administrator (MCP,MCSE & MCDBA) CPA Seven joined our team at SWM in October 2009. He came from mainland China in 2004 to study for his master's degree. He completed his master's degree and earned his CPA in 2007 and has also completed his Diploma of Financial Planning. Seven's specialty is SMSFs and large companies with multiple entities. Seven assists in dealing with complex tax matters and is always ready to tackle any problem. Seven enjoys jazz or bossa nova, which is his background music during dinner every night. Cooking and badminton are his favourite activities. Particularly, he likes to cook spicy dishes with attractive colors and wonderful taste.
B.Fin Advising, DFP I spent the early stages of my career immersed in the realm of self-employment, running and growing a family business. It was here that I learnt the importance of exceeding client expectations and delivering a service that people expected and would be comfortable to recommend to their family and friends. After enjoying those successes, I graduated with a Bachelor of Financial Advising and entered the Financial Planning industry. I have spent the past 10 years instilling in people the importance of financial education that can be captured through the financial advice process. Life is unpredictable, at any given moment, happiness can turn to urgency, our financial positions can change in a heartbeat. My biggest imperative is to empower people with the peace of mind to know that their finances are arranged to overcome anything life throws at them. I look forward to sitting down with you and your family. I am an avid sports fan that enjoys watching Motorsport, NBA and the Canterbury Bulldogs. In my spare time I also enjoy playing golf, but I prefer spending it with my 3 year old Son and Labradoodle Humphrey.
Stephanie joined the team at Strategic Wealth Management in April 2022. Her experience spans over 10 years in the accounting industry. Prior to joining SWM, Stephanie worked for a Chartered Accounting firm in Parramatta for 9 years. Stephanie recently completed her CPA Certificate in 2021.
Stephanie is responsible for the preparation of financial reports and taxation returns for individuals, trusts, companies, and superannuation funds.
When not in the office, Stephanie enjoys spending time with her husband, daughter, and twin sons. She also enjoys cooking food and desserts from around the world.
Tim spends his spare time running around after his three young children, reading books and watching his favourite sport: Ice Hockey.