Empowering financial success through strategic solutions and expert guidance

David has over 25 years of professional experience in public practice providing accounting, taxation and financial advice to small and medium-sized businesses. He is passionate about helping businesses grow and prosper, and ensuring our clients reach their financial and lifestyle goals. David is also a keen sportsman with involvement in Rugby League, cricket and basketball and a lifelong Rabbitohs supporter.

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.

Adrian is a Chartered Accountant and has over a decade of experience in the accounting and finance industry. Adrian has specialist knowledge in taxation, superannuation and business enterprise advice for SME’s, family groups and high net worth individuals. Adrian is keen to take on any business challenge and will apply his knowledge, skills and expertise to deliver a professional service on every occasion.

Originally from South Africa, Theunis (also known as TK) is a Chartered Accountant with 20 years’ experience in public practice providing business, accounting, tax and professional advice to a broad range of clients ranging from start-ups, small to large size businesses as well as multinational corporations. During his professional career Theunis has had exposure to various industries including Professional Services, Advertising & Marketing, Medical (including Doctors, Dentists, Surgeons, Corporations selling Medical Devices), Transport, Legal practices, Engineering, Property Holding and Development and various Wholesale and Retail type businesses. Theunis is passionate about working with business owners, understanding their goals and objectives and working with them to ultimately accomplish their personal and financial goals. Away from work, Theunis is family orientated, enjoys running and is in general a sports fanatic.

Nick has been providing personal financial advice since 2013 and has been working in financial services since 2010. Nick is a golf aficionado, known to spend his evenings perfecting his swing. Nick holds a Bachelor’s degree Agricultural Economics (Hons) from the University of Sydney and a Diploma of Financial Services. Nick is an Associate practitioner member of the Financial Planning Association of Australia working toward achieving his CFP designation and is a registered Tax (Financial) Adviser.

Ben has been providing personal financial advice since 2013 and has been working in the financial services industry for over a decade. Ben is a keen sportsmen and holds a particular affection for Horse Racing and is known as the horse whisperer – recently becoming the owner of Colt. Ben holds a Bachelor’s of Management degree from the University of Technology, Sydney and a Diploma of Financial Planning. Ben is an Associate practitioner member of the Financial Planning Association of Australia working toward achieving his CFP designation and is a registered Tax (Financial) Adviser.

Carol joined the EFS family in October 2017 and was immediately right at home. With her lovely Irish tones and warm nature, Carol helps ensure that all the team are in sync and that our clients are looked after. Carol also has Bachelor of Economics and extensive experience in managing paralegal and accounting teams.

Mark is an Authorised Representative of Libertas Wealth Management and an employee of EFS. Mark has been involved in the financial services industry more than 30 years and has been providing personal financial advice since 2003. Mark has worked extensively in private banking and is a sought-after investment expert in the Financial Services Industry. Mark holds an Advanced Diploma of Financial Services and is an Associate member of the Association of Financial Advisers and is a registered Tax (Financial) Adviser. Mark is an avid runner and cycler, having represented Australia professionally.

Hong holds a Bachelor of Business, Masters of Management and Masters of Applied Linguistics. He is a CA/CPA and has 15 years of experience in public practice. Hong enjoys reading and watching movies.

Jackson is a professional accountant with 13 years of experience in commercial, tax agent and small business settings. He graduated with a Bachelor of Commerce majoring in Accounting and Finance from University of Sydney. In his spare time, he enjoys singing, Chinese food, Shanghai comedy and is an avid Roosters supporter.

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.

Andrew is known for going above and beyond for his clients. His attention to detail and positive attitude ensures his clients get the best possible outcomes. Andrew has a strong pedigree in motor vehicles and a keen interest in property.

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.

Jenny holds a Bachelor’s degree majoring in Accounting and has been working with EFS for almost 6 years providing strong accounting support. Away from work, Jenny loves going to the beach and watching anime series.

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.