Hudson supports our financial advisers, delivering high-quality service to our valued clients.
Hudson Swick
Junior Associate Adviser
Hudson Swick
Junior Associate Adviser
Hudson supports our financial advisers, delivering high-quality service to our valued clients.
Varun is responsible for all areas of compliance work, including preparing company, trust and individual tax returns. He also prepares bookkeeping, payroll, superannuation payments, and BAS and IAS.
Varun Saini
Intermediate Accountant
Varun Saini
Intermediate Accountant
Varun is responsible for all areas of compliance work, including preparing company, trust and individual tax returns. He also prepares bookkeeping, payroll, superannuation payments, and BAS and IAS.
Bhagat is responsible for all areas of compliance work, including preparing company, trust and individual tax returns, BAS and IAS.
Bhagat Singh
Accountant
Bhagat Singh
Accountant
Bhagat is responsible for all areas of compliance work, including preparing company, trust and individual tax returns, BAS and IAS.
Raymonn works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs.
Raymonn Mondigo
Client Services Administrator
Raymonn Mondigo
Client Services Administrator
Raymonn works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs.
Prence works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs.
Prence Pogoy
Client Services Administrator
Prence Pogoy
Client Services Administrator
Prence works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs.
Mia works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs.
Mia Kelly
Client Experience Manager
Mia Kelly
Client Experience Manager
Mia works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs.
A highly experienced CPA with over 18 years of professional experience in business advisory, family group taxation, self-managed superannuation funds, and complex tax planning, delivering practical, commercially focused solutions that support long-term growth and wealth preservation.
Ken Cen
Senior Accountant
Ken Cen
Senior Accountant
A highly experienced CPA with over 18 years of professional experience in business advisory, family group taxation, self-managed superannuation funds, and complex tax planning, delivering practical, commercially focused solutions that support long-term growth and wealth preservation.
Rinku is a Senior Accountant who works closely with clients to understand their accounting needs, providing practical guidance and support to help them make informed financial decisions and achieve their goals.
Rinku Narwal
Senior Accountant
Rinku Narwal
Senior Accountant
Rinku is a Senior Accountant who works closely with clients to understand their accounting needs, providing practical guidance and support to help them make informed financial decisions and achieve their goals.
Kristine supports our advisers and clients, implementing agreed advice and ensuring the highest standard of service to our clients.
Kristine Landi
Client Experience Manager
Kristine Landi
Client Experience Manager
Kristine supports our advisers and clients, implementing agreed advice and ensuring the highest standard of service to our clients.
Karla supports our financial advisers, delivering high-quality service to our valued clients.
Karla Ranay
Associate Adviser
Karla Ranay
Associate Adviser
Karla supports our financial advisers, delivering high-quality service to our valued clients.
Larize is responsible for all areas of compliance work, including preparing company, trust and individual tax returns.
Larize Dela Cruz
Senior Accountant / Team Leader
Larize Dela Cruz
Senior Accountant / Team Leader
Larize is responsible for all areas of compliance work, including preparing company, trust and individual tax returns.
Flora is a management accountant and Xero Certified Advisor. She supports our business services and accounting team with financial modelling & analysis, payroll whilst delivering clear and efficient accounting solutions.
Flora Yeung
Business Services & Accountant
Flora Yeung
Business Services & Accountant
Flora is a management accountant and Xero Certified Advisor. She supports our business services and accounting team with financial modelling & analysis, payroll whilst delivering clear and efficient accounting solutions.
Brendan has over 10 years’ experience in mortgage broking, delivering tailored lending solutions and guides clients confidently through the borrowing process.
Brendan Vassallo
Broker
Brendan Vassallo
Broker
Brendan has over 10 years’ experience in mortgage broking, delivering tailored lending solutions and guides clients confidently through the borrowing process.
Andrew has over 25 years’ experience in taxation and accounting. A thought-leader in tax strategy and structuring, he sits within our tax division with deep technical expertise.
Andrew Campbell
Senior Accountant
Andrew Campbell
Senior Accountant
Andrew has over 25 years’ experience in taxation and accounting. A thought-leader in tax strategy and structuring, he sits within our tax division with deep technical expertise.
Trent is a financial adviser and is passionate about protecting and growing his clients wealth. He is also a qualified CPA with strong expertise in taxation, compliance and business structuring.
Trent Dang
Adviser
Trent Dang
Adviser
Trent is a financial adviser and is passionate about protecting and growing his clients wealth. He is also a qualified CPA with strong expertise in taxation, compliance and business structuring.
Sida is a Chartered Accountant with 14 years’ experience in public practice. She specialises in taxation, financial reporting and SMSF compliance.
Sida Tan
Senior Accountant
Sida Tan
Senior Accountant
Sida is a Chartered Accountant with 14 years’ experience in public practice. She specialises in taxation, financial reporting and SMSF compliance.
Jennifer drives operational excellence across our Accounting business unit, leading our process, efficiency and delivery frameworks to ensure seamless client outcomes.
Jennifer Ahearne
General Manager – Treysta Accounting
Jennifer Ahearne
General Manager, Treysta Accounting
Jennifer drives operational excellence across our Accounting business unit, leading our process, efficiency and delivery frameworks to ensure seamless client outcomes..
Paul brings over 30 years of experience in the financial services industry. Joining our firm through the acquisition of his established practice, Paul enhances our advisory offering with extensive expertise in tax planning, wealth management, and business advisory services. His deep knowledge and client-focused approach continue to provide exceptional value to individuals and businesses alike.
Paul Aherne
Senior Advisor
Paul Aherne
Senior Advisor
Paul brings over 30 years of experience in the financial services industry. Joining our firm through the acquisition of his established practice, Paul enhances our advisory offering with extensive expertise in tax planning, wealth management, and business advisory services. His deep knowledge and client-focused approach continue to provide exceptional value to individuals and businesses alike.
Kailah works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs.
Kailah Sy
Client Services Administrator
Kailah Sy
Client Services Administrator
Kailah works closely with the Client Services team, supporting them with all administration tasks and assisting clients with their non-advice related needs.
Eva supports our advisers and clients, implementating agreed advice and ensuring the highest standard of service to our clients.
Eva Yi
Client Experience Manager
Eva Yi
Client Experience Manager
Eva supports our advisers and clients, implementating agreed advice and ensuring the highest standard of service to our clients.
Marlene is responsible for all areas of compliance work, including preparing company, trust and individual tax returns.
Marlene Laxamana
Offshore Accountant
Marlene Laxamana
Offshore Accountant
Marlene is responsible for all areas of compliance work, including preparing company, trust and individual tax returns.
Hayley meets and greets clients and other visitors to our Gold Coast office, and ensures the office environment maintains a high standard
Hayley Wilson
Gold Coast Front of House
Hayley Wilson
Gold Coast Front of House
Hayley meets and greets clients and other visitors to our Gold Coast office, and ensures the office environment maintains a high standard
Steve is responsible for all areas of compliance work, preparing and signing off on company tax returns and specialises in SMSFs and audits.
Steve Wright
Accountant / SMSF Specialist
Steve Wright
Accountant / SMSF Specialist
Steve is responsible for all areas of compliance work, preparing and signing off on company tax returns and specialises in SMSFs and audits.
Lesley supports our financial advisers, delivering high-quality service to our valued clients
Lesley Li
Associate Adviser
Lesley Li
Associate Adviser
Lesley supports our financial advisers, delivering high-quality service to our valued clients
Matthew supports our advice team with advice document preparation, conducting research and other admin support
Matthew Rodriguez
Paraplanner
Matthew Rodriguez
Paraplanner
Matthew supports our advice team with advice document preparation, conducting research and other admin support
Lyn works closely with the Accounting team, supporting them with all administration tasks and assisting clients with their admin needs.
Lyn Taboada
Client Services Administrator
Lyn Taboada
Client Services Administrator
Lyn works closely with the Accounting team, supporting them with all administration tasks and assisting clients with their admin needs.
Mel supports our advisers and clients, implementing agreed advice and ensuring the highest standard of service to our clients.
Melanie O’Connor
Client Experience Manager
Melanie O’Connor
Client Experience Manager
Mel supports our advisers and clients, implementing agreed advice and ensuring the highest standard of service to our clients.
Ivan specialises in Self Managed Superannuation Funds and audits, and supports our lead accountants.
Ivan Macaspac
Accountant
Ivan Macaspac
Accountant
Ivan specialises in Self Managed Superannuation Funds and audits, and supports our lead accountants.
James supports our QLD based advisers, delivering high-quality service to our valued clients, using his client experience skills honed in his previous role in Client Services.
James Dight
Associate Adviser
James Dight
Associate Adviser
James supports our QLD based advisers, delivering high-quality service to our valued clients, using his client experience skills honed in his previous role in Client Services.
Sam works closely with our advice and operations teams, delivering a reliable, exceptional, and compliant service to our clients.
Sam Shepherd
Implementation Manager
Sam Shepherd
Implementation Manager
Sam works closely with our advice and operations teams, delivering a reliable, exceptional, and compliant service to our clients.
Aaron supports our QLD based advisers, delivering high-quality service to our valued clients.
Aaron Bird
Associate Adviser
Aaron Bird
Associate Adviser
Aaron supports our QLD based advisers, delivering high-quality service to our valued clients.
Daniel Shannon
Insurance Broker
Daniel Shannon
Insurance Broker
Daniel Lee
Insurance Broker
Daniel Lee
Insurance Broker
Nat works closely with Dion to ensure clients experience the best in service & efficiency when searching & applying for a loan.
Natalie Rudinger
Loans Processor
Natalie Rudinger
Loans Processor
Nat works closely with Dion to ensure clients experience the best in service & efficiency when searching & applying for a loan.
Dion is a proactive & results oriented specialist mortgage broker. He is completely client focused, building strong relationships to ensure the best outcomes possible.
Dion Kim
Finance Broker
Dion Kim
Finance Broker
Dion is a proactive & results oriented specialist mortgage broker. He is completely client focused, building strong relationships to ensure the best outcomes possible.
Rob has been working with clients as an adviser for over 15 years. He cares personally about his clients and enjoys helping people build and protect their wealth, through integrated advice.
Rob Hayward
Senior Adviser
Rob Hayward
Senior Adviser
Rob has been working with clients as an adviser for over 15 years. He cares personally about his clients and enjoys helping people build and protect their wealth, through integrated advice.
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.
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
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)
Practice Manager
Julie McDiarmid JP (Qual)
Practice Manager – Accounting
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.
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 Operations Manager
Claire Stewart JP
Client Operations 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.
Tanikah Rennie
Front of House/Reception – Gold Coast
Tanikah Rennie
Front of House/Reception – Gold Coast
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
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
Adviser/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 is passionate about helping the next gen be more engaged with their finances & to learn how to use them to realise their goals.
Kieren O’Keefe
Adviser
Kieren O’Keefe
Adviser/Lead Associate Adviser
Kieren is passionate about helping the next gen be more engaged with their finances & to learn how to use them to realise their goals.
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 has been a part of our business for a decade, prioritising the growth of quality advice within the business & broader community.
Adam Drinkwater
Head of Advice
Adam Drinkwater
Head of Advice
Adam has been a part of our business for a decade, prioritising the growth of quality advice within the business & broader community.
Laura leads our growth & transformation efforts, helping the business evolve & thrive. Passionate about making things better & simpler, she streamlines operations & brings fresh ideas to life.
Laura Mitchell
Growth and Transformation Manager
Laura Mitchell
Growth & Transformation Manager
Laura leads our growth & transformation efforts, helping the business evolve & thrive. Passionate about making things better & simpler, she streamlines operations & brings fresh ideas to life.
Danielle leads our financial planning team, driving strategy, supporting advisers, & ensuring clients receive personalised, compliant advice that helps them achieve their financial goals.
Danielle Horton JP
General Manager – Financial Planning
Danielle Horton JP
General Manager – Financial Planning
Danielle leads our financial planning team, driving strategy, supporting advisers, & ensuring clients receive personalised, compliant advice that helps them achieve their financial goals.
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 with 25 years’ experience in accounting & taxation, specialising in the business advisory & self-managed superannuation sectors.
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 with 25 years’ experience in accounting & taxation, specialising in the business advisory & self-managed superannuation sectors.
Kristi leads our operations & corporate governance, and is a board member. She drives our commitment to deliver best in service & strategic direction.
Kristi Conacher
Co-CEO and Executive Director
Kristi Conacher
Co-CEO and 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.