With a deep commitment to personalized service, we craft tailored financial roadmaps, prioritize your goals, and help you grow wealth beyond limitations.
We craft custom financial roadmaps, prioritize your goals, and boost wealth with client-centered service for financial success.
Tailored financial roadmap
We prioritize your goals, giving you a clear path to connect investments with what truly matters: family, future experiences, and personal needs.
Grow wealth beyond costs
We plan, manage risk, help minimise tax costs and deliver wealth strategies that help you reach your goals sooner.
Culture of service, not sales
Proudly advising based on your goals, not sales, fostering trust and transparency in our relationship.
Be the centre of your financial life
Simplifying financial management; guiding you through whether you are purchasing a home, investing for the future or transferring wealth between generations.
Our expert team has over 100 years of experience and are dedicated to helping you reach your goals
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
David Harrison
Chairman
Management Team
David Harrison
Chairman
David has over 25 years of professional experience in public practice providing accounting, taxation and financial advice to small and medium size businesses.
Joel is an accredited Financial Adviser, Mortgage Broker, and entrepreneur with over a decade of experience in public practice tax & accounting, financial services, and operations management. Throughout his professional career, Joel has provided business, finance, and operational advice to a vast array of SME and multinational clients as well as establishing several successful businesses himself. He is an early adopter of technology with a particular interest in fast growing startups and tech enabled businesses. Joel loves to challenge the status quo and help people build profitable, scalable and value driven businesses. Outside of work, Joel enjoys both watching and producing theatre, playing tennis and is an avid reader.
Stuart is an effective and professional mortgage broker with over 25 years experience in the finance and banking industry. This experience includes working in Commercial Banking, Business Banking, and as the Responsible Manager of an Aggregation Business.
Jordan has been a Finance & Mortgage Broker since 2018, he is known for his focus & determination to ensure his clients achieve their best desired outcomes. Jordan holds a Bachelor of Commerce and Marketing from ACU as well as a Diploma In Financial Planning. He shares a passion for Theatre & Film and is an avid sportsmen particularly in Basketball and American Football.
Karen is an experienced client services officer who holds a Bachelor’s Degree majoring in Business Administration and Management (Human Resources and Development Management). Karen has been working for a total of 10 years under different industries as Human Resource, Recruitment and Administrative professional. She has been with EFS for 4 years providing support in Accounting and Tax team for the first 2 years and now assisting the Financial Planning Team. She is committed in ensuring her work is provided effectively and in a timely manner. Karen values work-life balance, and ensures to always have time doing what she love like hiking and traveling to different cities and beaches with family and friends.
Brad Matthews is the former Head of Investment Strategy at AMP and founder of investment consultancy BMIS. With over 30 years of experience in the finance industry, Brad is the Independent Chair of the EFS Wealth Investment Committee. His role involves creating portfolio solutions consistent with the EFS Investment Philosophy and providing a rigorous risk-based approach to portfolio construction. Brad holds a Graduate Diploma in Applied Finance and Investment through the Securities Institute as well as a Bachelor of Commerce, Economics and Finance through the University of NSW.
Our expertise spans a wide range of financial services to guide you towards financial success and security.
The team at EFS have been looking after my business for well over a decade now. Their advice has proved invaluable and they have supported us through periods of high growth. They are incredibly professional, hardworking and most importantly proactive.
Mark Barlow
CEO - Goldman Group
David and his team at EFS have been looking after my Accounting & Tax needs for over 20 years. They have helped me plan effectively and been my sounding board as our business has grown from start-up to over 800 employees. I couldn’t recommend them more!