Empowering financial success through strategic solutions and expert guidance

With a deep commitment to personalized service, we craft tailored financial roadmaps, prioritize your goals, and help you grow wealth beyond limitations.

How we guide you?

Our expertise spans a wide range of financial services to guide you towards financial success and security.
1
Create
You have a financial vision, we have a way to get you there.
2
Grow
Setting you on the growth path toward your goals.
3
Focus
Keeping you focused on what matters most.
4
Protect
Protecting your assets by managing uncertainty.

Why work with us

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.

We understand all aspects of finance

Our expertise spans a wide range of financial services to guide you towards financial success and security.

Meet the team

Our expert team has over 100 years of experience and are dedicated to helping you reach your goals
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David Harrison
Chairman
Management Team
Joel Harrison
Managing Director
Management Team
Adrian Dorca
Director | Accounting & Tax
Accounting & Tax
Management Team
Theunis Holl
Director | Accounting & Tax
Accounting & Tax
Management Team
Nick Talley
Director | Private Wealth Adviser
Management Team
Wealth Management
Ben Lester
Director | Private Wealth Adviser
Wealth Management
Management Team
Carol Reilly
Practice Manager
Accounting & Tax
Management Team
Wealth Management
Mark Causer
Private Wealth Adviser
Wealth Management
Angus Arnheim
Client Services Manager
Wealth Management
Sue Dong
Client Services | Wealth Management
Wealth Management
Hong Hu
Client Manager | Senior Accountant
Accounting & Tax
Taline Gulesserian
Client Manager | Accountant
Accounting & Tax
Jackson Lu
Client Manager | Accountant
Accounting & Tax
Stuart Pearce
Finance & Mortgage Broker
Finance & Mortgage Broker
Andrew Weight
Finance & Mortgage Broker | Automotive Buyer's Agent
Finance & Mortgage Broker
Jordan Harrison
Finance & Mortgage Broker
Finance & Mortgage Broker
Jenny Anicete
Accountant | Team Leader
Accounting & Tax
Rey Ramirez
Accountant | Team Leader
Accounting & Tax
Maics Landicho
Client Services | Accounting & Tax
Accounting & Tax
MJ Tambasen
Client Services | Accounting & Tax
Accounting & Tax
Karen Tolentino
Accounting & Tax
Liberty Palad
Accountant
Accounting & Tax
Jess Sibunga
Accountant
Accounting & Tax
Annabelle Villabroza
Accountant
Accounting & Tax
Karen Aspa
Client Services | Wealth Management
Wealth Management
Aileen Villarin
Accountant
Accounting & Tax
Brad Matthews
Investment Committee Chair
Wealth Management

Awards

Our expertise spans a wide range of financial services to guide you towards financial success and security.

What they say

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!
Cynthia Bridgman
CEO – Blue Collar Recruitment

Let’s take control of your financial future