The people who'll
actually do the work
You get a named contact, not a queue. Here is who you will be dealing with.
Who you'll work with
Fifteen accountants, advisers and client managers across the accounting practice and Cashflow Financial Wealth. Click through for background and areas of focus.
Cashflow Financial
Brian Willett
Founded the firm and has spent over 30 years in accounting and more than 20 in financial planning, working with individuals, companies, start-ups, trusts and SMSFs.
Gary Ormond
A Chartered Accountant with over twenty years in financial and management accounting, including roles at Deloitte and KPMG.
Guy Ezzeddine
An experienced accounting and finance professional who helps clients understand their numbers, improve financial performance and make informed decisions.
Karen Stevens
Keeps the practice running smoothly, combining accounting expertise with strong organisational and client-service skills.
Rosanna Felicetti
Over 19 years in taxation, helping clients navigate tax season with confidence. Specialises in individuals, sole traders, estates and partnerships.
Trent Appleyard
Works with high-net-worth individuals and family groups on tax compliance, structuring and strategic planning, with a growing focus on SMSFs.
Callum Mackay
A registered Chartered Accountant with six years of experience, working with small to medium businesses and high-net-worth individuals.
Vy Tran
Specialises in Self Managed Super Fund administration, compliance, documentation, reporting and ongoing SMSF obligations.
Lily Oakes
Provides reliable, high-quality administrative client support for both individual and business clients.
Mandy Timmins
Provides essential bookkeeping support, keeping financial information clear and reliable for clients and the team.
Cashflow Financial Wealth
James Meehan
An experienced financial services professional, previously with J.P. Morgan, Macquarie, BT and Ord Minnett, who moved into financial advice in 2018.
Kate De Zoysa
Over a decade of financial planning experience, helping clients navigate everything from wealth creation to retirement with confidence.
Maria Gracia Cevallos
Holds an MBA and brings business management and client services experience, coordinating documentation and supporting delivery of client strategies.
Hazel Nguyen
Holds a Bachelor's degree in Auditing and brings experience across auditing and accounting, supporting administration and process coordination.
Joyce Nguyen
Graduated from Auckland University of Technology with a major in International Business and Strategy, with experience in the financial planning industry.
One contact,
whole picture
Larger firms split you across a compliance team, an advisory team and a planning team, and none of them sees the whole file. We keep one person accountable for your relationship and bring specialists in behind them.
It means fewer repeated conversations, and advice on the business that already accounts for what is happening personally.
1. Free first conversation
Thirty minutes, no charge, no obligation. We work out what you need and whether we are the right fit.
2. Fixed quote
You get the fee in writing before anything starts. If scope changes, we requote rather than surprise you.
3. Onboarding we handle
If you are moving from another accountant, we request your records and manage the handover.
4. Contact through the year
Scheduled check-ins, not just a call when a lodgement is due.
Want to meet the team?
Book a free consultation at Fairy Meadow, Sutherland, Sydney CBD, or by video.
Book a free consultation