Sumit is a seasoned Business Insurance & Risk Management Specialist with extensive experience in the financial services industry.

Since selling his last business in 2017, Alan has been assisting SMEs in their growth across the diverse sectors of Rail, Accounting, Insurance, Remote Medical, Strata Management, IT Services and Overseas Outsourcing.

Louise has been in the financial services industry since 2004. She thrives on providing holistic advice to her clients and enjoys guiding them along the journey of each life stage. Louise has a Bachelor of Commerce degree majoring in Financial Planning and Accounting.

Peter has been in the general insurance industry for almost 50 years. The journey has entailed working across many facets, such as underwriting, reinsurance, claims, broking & premium financing. His broking experience has included multinational clients along with major construction & a raft of occupations.

Stephen (better known as Steve) is dedicated to providing each and every client with the utmost attention to their individual business requirements. For a decade, Steve was employed by a major accounting firm; his professionalism and skill ultimately led to him being offered partnership.

Stephen is an experienced lawyer who specialises in corporate law, resources and tax. He has spent over 20 years working in a major national firm and as General Counsel and Company Secretary in international ASX-listed companies.

Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specializes in Business Strategies and CFO Services, Accounting & Australian Tax.

A Master degree holder in Business Administration (Advanced Finance), Mili also has a Bachelor degree in Commerce and Advance Diploma in Financial Services.