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Over the past 20 years, we’ve watched countless small businesses struggle to take their business to the next level.
They’ve grappled with cash flow, technology, and time management.
They struggled with compliance, scaling the business, plus hiring and retaining talent. And, keeping a healthy financial state, well, doing that alone consumes a lot of energy!
As a small business owner, you have A LOT on your plate.
That’s why we go beyond just providing tax, bookkeeping and accounting services.
We also offer strategic planning, education and empowerment advice in a 1 to 1 coaching capacity, and through business education workshops.
Most businesses we work with, haven’t experienced this type of support from their accountant. The type of advice that helps you set realistic goals, and make informed decisions to improve your financial scorecard.
If that’s you, how lifechanging would it be to run a better business by design? Because you can.
Being a small business owner, I understand your daily challenges. I’m different from your everyday accountant because I see the bigger picture and take an entrepreneurial approach to finances.
With over 20 years of experience as a Chartered Accountant, my passion for helping owner-operated businesses continues to drive me daily.
As your trusted advisor, I’ll help you meet your goals and realise your full business potential. I provide exceptional service and practical solutions that positively impact your business and personal life.
With commercial experience as a Financial Controller for a $45M construction company, a $50M carpet manufacturer, a $30M metal engineering firm, GM for a start-up food manufacturer, I’ll take your business to the next level.
Outside of work, I’m happily married with two daughters and a son. I enjoy family time (not so much driving around to weekend activities). I took up karate with my eldest daughter, she eventually quit – but, I’m almost a black belt!
Over 30 years’ experience in the Accounting, Business & Risk Consulting and Banking & Finance industries, Andrew has held executive positions at National Australia Bank, New York based consulting firm Stern Stewart & Co., and Macquarie Bank. These roles included many strategic assignments which extended his experience into the financial markets of the United States of America, United Kingdom, Republic of Ireland and Asia.
Andrew’s expertise is in advising businesses ranging from professional firms and family companies right through to SME’s and Corporates to assist in all manner of decisions to support strategic business growth.
In addition to his advisory and mentoring work with founders and leaders of Australian businesses, Andrew is Managing Director of Dellner Couplers Australia Pty Ltd, a global business operating in the Rail Industry in Australia, and a Co-Founder and Director of Commercial Syndication Technologies which operates in Commercial / Corporate Finance within the Australian Banking sector.
He is a Fellow of the Financial Services Institute of Australasia and an Affiliate with Chartered Accountants Australia & New Zealand.
Established as one of Melbourne’s sought-after and successful finance professionals, Brendan has over 20years’ experience in Small Business, Commercial Banking and Private Banking. Having held various senior roles across two of Australia’s major banks, which included Relationship Management, People Leadership and Credit Risk.
Brendan has been awarded and recognised as the Rising Star within in the Finance Industry in 2023 at the Connective Excellence Awards. As well as being nominated multiple times for various awards including 2023 & 2024 Mortgage Business Awards “New Broker of the Year” and “Newcomer of the Year” at the 2024 Mortgage Finance Association of Australia awards.
During Brendan’s career he has been responsible for portfolios of approx. $1.2b funds under management and engaged in complex credit decisioning of up to $50m. Brendan’s expertise lies in assisting clients review, restructure and secure finance, his intrinsic knowledge of how financiers analyse and assess prospective clients or transactions is invaluable to his clients as it assists them prepare, adequately articulate and present their finance application in a way that improves the probability of achieving their desired outcome.
Always displaying a highly enthusiastic and consistently proactive approach, Brendan’s aim is to develop and foster long-term client relationships and assist them in executing strategies, increasing growth and achieving their business and personal goals.
Brendan is motivated everyday by helping clients from a diverse range of finance experience and industries including health, hospitality, environmental & energy, importers & wholesalers, retail & marketing, professional services, construction, transport and many others.
Working with clients and business owners to deliver tailored finance solutions including home, investment, commercial property, working capital, payments & cash management and structured finance.
Brendan is involved in supporting community organisations such as the LifeChanger Foundation and Good Blokes Society.
Residing in Melbourne’s bayside Brendan is a father of two and enjoys cycling, wine and experimenting in the kitchen.
