Skip to main content
  • facebook
  • linkedin
  • instagram
  • 02 9241 2575
  • Client Login
Hit enter to search or ESC to close
Close Search
Treysta Wealth
search
Menu
  • Approach
    • Philosophy
  • About You
    • Services
      • Accounting & Taxation
      • Financial Advice
    • Money Moments
    • Responsible Investing
  • About Us
    • Who We Are
    • Team
  • Resources
    • Videos
    • Conversations with…
    • Our Latest Updates
  • Contact Us
  • Book your initial call
  • search

Plan for Tomorrow by Taking Action Today

02 9241 2575
Book Your Initial Call

Services

  • Accounting & Taxation
  • Financial Advice

Approach

  • Philosophy

About You

  • Services
  • Money Moments
  • Responsible Investing

About Us

  • Who We Are
  • Team

Resources

  • Videos
  • Conversations with…
  • Blog

Contact Us

  • Contact Us

Get in touch and Follow Us

info@treystawealth.com.au
02 9241 2575

     

Treysta Wealth Management is a Corporate Authorised Representative of IA Advice Pty Ltd AFSL No. 445825
 
Treysta Accounting is a CPA Practice. ABN 49 668 820 200. Liability is limited by a scheme approved under Professional Standards Legislation.

ARTICLES, INSIGHTS, WEBINARS. SUBSCRIBE TO STAY IN TOUCH.

    © Copyright 2021 Treysta Wealth | Privacy Policy | Data Protection | FSG

    Close Menu
    • Approach
      • Philosophy
    • About You
      • Services
        • Accounting & Taxation
        • Financial Advice
      • Money Moments
      • Responsible Investing
    • About Us
      • Who We Are
      • Team
    • Resources
      • Videos
      • Conversations with…
      • Our Latest Updates
    • Contact Us
    • Book your initial call
    • 02 9241 2575
    • Client Login
    • facebook
    • linkedin
    • instagram

    James has been working in financial services for almost 20 years. He cares personally about his clients and enjoys helping people build and protect their wealth, through holistic advice.

    James Lonergan

    Senior Adviser

    James Lonergan

    Senior Adviser
    James has been working in financial services for almost 20 years. He cares personally about his clients and enjoys helping people build and protect their wealth, through holistic advice.

    Krystal works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs.

    Krystal Lim

    Client Services Administrator

    Krystal Lim

    Client Services Administrator
    Krystal works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs.

    Picture of Client Services Administrator Rachel Lamoste

    Rachel works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs. She joined Treysta in early 2022.

    Rachel Lamoste

    Client Services Administrator
    Picture of Client Services Administrator Rachel Lamoste

    Rachel Lamoste

    Client Services Administrator
    Rachel works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs. She joined Treysta in early 2022.

    Jeanne assists in the daily administration of the business, focusing on the day-to-day coordination of Self Managed Superannuation Fund workflow.

    Jeanne Lamprecht

    Administration

    Jeanne Lamprecht

    Administration
    Jeanne assists in the daily administration of the business, focusing on the day-to-day coordination of Self Managed Superannuation Fund workflow.

    Julie has many years of experience in providing high levels of customer service and is first point of call for client enquiries, ensuring that our clients expectations are met.

    Julie McDiarmid JP (Qual)

    Client Services Coordinator

    Julie McDiarmid JP (Qual)

    Client Services Coordinator
    Julie has many years of experience in providing high levels of customer service and is first point of call for client enquiries, ensuring that our clients expectations are met.

    Hayley brings a wealth of administrative experience to the group; she works closely with the advice team delivering an exceptional service to our clients.

    Hayley Alback

    Client Experience Manager

    Hayley Alback

    Client Experience Manager
    Hayley brings a wealth of administrative experience to the group; she works closely with the advice team delivering an exceptional service to our clients.

    Lily has impeccable attention to detail, and has been supporting clients & advisers in various roles since moving to Australia in 2011.

    Lily Canning-Ure

    Client Experience Manager

    Lily Canning-Ure

    Client Experience Manager
    Lily has impeccable attention to detail, and has been supporting clients & advisers in various roles since moving to Australia in 2011.

    Claire has been working closely with our advice and operations teams, delivering a reliable, exceptional, and compliant service to our clients, for almost 12 years.

    Claire Stewart JP

    Client Experience Manager

    Claire Stewart JP

    Client Experience Manager
    Claire has been working closely with our advice and operations teams, delivering a reliable, exceptional, and compliant service to our clients, for almost 12 years.

    Larize is responsible for all areas of compliance work, including preparing company, trust and individual tax returns.

    Larize Dela Cruz

    Accountant

    Larize Dela Cruz

    Accountant
    Larize is responsible for all areas of compliance work, including preparing company, trust and individual tax returns.

    Krizza Kate specialises in Self Managed Superannuation Funds and audits.

    Krizza Kate Laxamana

    Accountant

    Krizza Kate Laxamana

    Accountant
    Krizza Kate specialises in Self Managed Superannuation Funds and audits.

    Michael is responsible for general compliance tasks and self-managed superannuation funds. He is also in charge of handling all cryptocurrency onboarding.

    Michael Hoch

    Junior Accountant

    Michael Hoch

    Junior Accountant
    Michael is responsible for general compliance tasks and self-managed superannuation funds. He is also in charge of handling all cryptocurrency onboarding.

    Aaron joined the financial services industry to help people on the journey to achieve financial confidence, & he does just that by supporting both our clients & advisers.

    Aaron Cullen

    Associate Adviser

    Aaron Cullen

    Associate Adviser
    Aaron joined the financial services industry to help people on the journey to achieve financial confidence, & he does just that by supporting both our clients & advisers.

    Aaron is committed to developing his career & is passionate about driving clients towards success, which he helps do through supporting the advice team.

    Aaron Liendo

    Associate Adviser

    Aaron Liendo

    Associate Adviser
    Aaron is committed to developing his career & is passionate about driving clients towards success, which he helps do through supporting the advice team.

    Kieren has a passion for finding innovative ways to improve the ways financial advice is provided & is working towards his goal of becoming an authorised financial adviser.

    Kieren O’Keefe

    Associate Adviser

    Kieren O’Keefe

    Associate Adviser
    Kieren has a passion for finding innovative ways to improve the ways financial advice is provided & is working towards his goal of becoming an authorised financial adviser.

    Judy has over 15 years experience in Public and Company Accounting, working for large Building and Construction companies in Victoria and recently in Queensland.

    Judy Baker FIPA

    Accountant

    Judy Baker FIPA

    Accountant
    Judy has over 15 years experience in Public and Company Accounting, working for large Building and Construction companies in Victoria and recently in Queensland.

    Amanda’s experience in Client Services, combined with Aged Care & Retirement Living technical expertise, provides great support to the Advice team & her clients.

    Amanda Halse

    Adviser

    Amanda Halse

    Adviser
    Amanda’s experience in Client Services, combined with Aged Care & Retirement Living technical expertise, provides great support to the Advice team & her clients.

    David is a dedicated & innovative adviser, with over 15 years experience solving problems & helping clients protect & grow what they have now & in the future.

    David Rodgers

    Senior Adviser

    David Rodgers

    Senior Adviser
    David is a dedicated & innovative adviser, with over 15 years experience solving problems & helping clients protect & grow what they have now & in the future.

    Jason is responsible for all areas of compliance work, preparing company and individual tax returns and is specialising in SMSFs and audits.

    Jason Shi CA, CA SMSF Specialist, B.Bus, MPA

    Accountant/Audit Manager/SMSF Specialist

    Jason Shi CA, CA SMSF Specialist, B.Bus, MPA

    Accountant/Audit Manager/SMSF Specialist
    Jason is responsible for all areas of compliance work, preparing company and individual tax returns and is specialising in SMSFs and audits.

    Manager responsible for a wide array of client matters, workflow management and mentoring staff. Leona has extensive knowledge of MYOB small business accounting packages.

    Leona Shanks AIPA

    Senior Manager/Accountant

    Leona Shanks AIPA

    Senior Manager/Accountant
    Manager responsible for a wide array of client matters, workflow management and mentoring staff. Leona has extensive knowledge of MYOB small business accounting packages.

    Tim’s experience & passion for financial advice enables him to provide specialised advice to his clients across a wide range of financial matters, including risk protection & superannuation.

    Tim Ross

    Senior Adviser

    Tim Ross

    Senior Adviser
    Tim’s experience & passion for financial advice enables him to provide specialised advice to his clients across a wide range of financial matters, including risk protection & superannuation.

    Doug’s passion for investment coupled with his dedication for our client’s financial wellbeing drives him to ensure that clients’ portfolios meet whatever needs they have.

    Doug Henderson

    Senior Adviser/Head of Investment Committee

    Doug Henderson

    Senior Adviser/Head of Investment Committee
    Doug’s passion for investment coupled with his dedication for our client’s financial wellbeing drives him to ensure that clients’ portfolios meet whatever needs they have.

    Adam is a senior member of our advice team & a shareholder. He brings a strong technical background gained through many years of experience in the industry.

    Adam Drinkwater

    Senior Adviser

    Adam Drinkwater

    Senior Adviser
    Adam is a senior member of our advice team & a shareholder. He brings a strong technical background gained through many years of experience in the industry.

    Laura ensures consistency in the communication and delivery of our service, she aims to continually improve efficiency for our team and clients.

    Laura Mitchell

    Business Manager

    Laura Mitchell

    Business Manager
    Laura ensures consistency in the communication and delivery of our service, she aims to continually improve efficiency for our team and clients.

    Danielle co-ordinates the team and works on delivering our service to a sub-set of our client base, bringing together her 16 years of experience in the business.

    Danielle Horton JP

    Practice Manager

    Danielle Horton JP

    Practice Manager
    Danielle co-ordinates the team and works on delivering our service to a sub-set of our client base, bringing together her 16 years of experience in the business.

    Gary has worked as an Audit Partner, a Financial Controller and as a Senior Manager in Tax and Business Services in South Africa, Poland and since 2002 Australia.

    Gary Cooper CA B.Com (Hons), HDipAcc, Dip FS (FP), SMSF Auditor

    Director of Accounting

    Gary Cooper CA B.Com (Hons), HDipAcc, Dip FS (FP), SMSF Auditor

    Director of Accounting
    Gary has worked as an Audit Partner, a Financial Controller and as a Senior Manager in Tax and Business Services in South Africa, Poland and since 2002 Australia.

    Karl is a qualified CPA, registered tax agent and ASIC registered SMSF auditor, with more than 20 years’ accounting, taxation and business advisory experience.

    Karl Beste B.Bus (Acc), CPA, Dip FS (FP)

    Principal/Director of Accounting

    Karl Beste B.Bus (Acc), CPA, Dip FS (FP)

    Principal/Director of Accounting
    Karl is a qualified CPA, registered tax agent and ASIC registered SMSF auditor, with more than 20 years’ accounting, taxation and business advisory experience.

    Kristi leads our operations & corporate governance, and is a board member. She drives our commitment to deliver best in service & strategic direction.

    Kristi Conacher

    CEO/Executive Director

    Kristi Conacher

    CEO/Executive Director
    Kristi leads our operations & corporate governance, and is a board member. She drives our commitment to deliver best in service & strategic direction.

    Mark is the head of our advice team & a shareholder. He is a thought-leader in the industry & dedicated to improving the advice available to Australians.

    Mark Nagle

    Head of Advice and Executive Director

    Mark Nagle

    Head of Advice and Executive Director
    Mark is the head of our advice team & a shareholder. He is a thought-leader in the industry & dedicated to improving the advice available to Australians.

    Our team will be in touch to book a call with the most suitable Financial Adviser or Accountant. If you have a preferred adviser, please let us know.
    Loading