Winny is extremely superstitious. We're inclined to think this is exacerbated by her love of horror films and facts. She doesn't like camping but would rather be crunching numbers indoors with a bucket of KFC.
Originally from Kenya, Karishma says there is nothing better than heading out on safari to consort with the wildlife. Karishma enjoys a peaceful beach life here in Perth, where the odd shark is nothing compared with a stampeding elephants and rhinos or a hungry cheetah looking for prey.
We love Ting’s fun, and crazy attitude. She keeps us up to date with the latest photo morphing apps and animé fashions. When in serious mode, Ting takes great satisfaction from assisting clients to set up and use Xero cloud accounting.
Gilbert has given himself the title of Manager-in-waiting. (He'll be waiting quite some time!) Gilbert brings young energy to our team. He is 18, just discovering a social life and his need to work to support said social life.
Jill can’t stand clutter, closed blinds or a messy office. If our belongings are not tied down they are likely to be off to charity before we can stake our claim. She has no desire to crunch the numbers but makes up for it with words.
Jason loves footy, fishing and fun. He has a dynamic personality, a booming voice and shares an enthusiasm that is contagious. Jason is listed in the top 50 most influential Australian Financial Advisors recognised by the Financial Standard.