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Meet the team.


John Kosmidis

Director & Certified Financial Planner

Lee Ward

Operations Manager

Emily Polley

Senior Accountant

Emmalynn Hardy


Emily Grieves


Cheyenne O’Brien

Business Development Officer

Rebecca Jackson

Bookkeeper & Compliance

Pam Petersen

Accounts, Finance & Payroll Manager

Sammi Horton


Jess Davis

Assistant to Accountant

Vanessa Kosmidis

Client Service Consultant

Brooke O’Connor

Assistant to Accountant

Maia Tait

Corporate Receptionist

James Kirk

ASIC & Compliance

Callum Mckinnon

Graduate Accountant

We guide you towards Focus Clarity & Freedom.