Our Trusted Network of Professional Service Providers

Priority1 – Our Team of Professional Service Providers

We consider all your details when developing the right strategy for you and then, if needed, we call in the specialists to ensure you get the best assistance in the right areas.

To understand more about the real value a good adviser can provide refer to our Value of Advice for more information.

We are proud to introduce our Team of other Professional that are specialists in their fields. Please feel free to contact any of our team if you think you need their services and please feel free to pass on to your friends and family if they could do with any help.

Our Taxation and Accountant Specialists

Ian Morella & Jacqui Chellow – Accounting Tax Business Advisory & SMSF Specialists

Ian and Jacqui will assist you with all your personal, business and SMSF tax and accounting needs.

Ian and Jacqui can be contacted on;


Ian Morella: 0400 216 884
Jacqui Chellow: 0417 167 467

Our Legal and Estate Planning Specialist

Evan Lay

Evan and his team can assist you with all your legal needs including Wills, Estate and Probate, Conveyancing, Commercial Litigation, Debt Recovery, Leases, Mortgage and Securities and Sale and Purchase of Business.

Evan can be contacted on;


Ph. (03) 9737 6100

13 Castella Street, Lilydale, VIC, 3140

Our Finance Specialists

Daniel Simms – Portfolio Finance

Daniel is focused on saving you time and money for all finance solutions.

Daniel can be contacted on;


Ph. 0438 050 943

Our Property Specialist

Shannon Koetsveld – Director/Senior Property Strategist of Property Platform

Managing Director/Licensed Estate Agent

Shannon harnesses over a decade of extensive experience in residential property investment and has assisted many property investors to buy, manage and grow their property investment portfolios and has personally transacted over a 500 residential property transactions for clients.

Shannon possesses a further 2 years experience as a Franchise Manager for one of the largest real estate companies in Victoria and combined with the proficiency she gained from her 3 years in the Property Law Sector has put her in an exceptional position throughout any Victorian real estate negotiation and contractual process.

Shannon has successfully acquired more than $100 million dollars of residential real estate for investors in her role as a Property Strategist. The diversity of her market knowledge, property due diligence, and strong negotiation skills has continually empowered her clientele to successfully expand their portfolios and create personal wealth through smart property investing.

Shannon has a passion for wealth creation and has successfully created her own property portfolio with a view to providing a bright future for her 4 children. Shannon’s unique story has inspired many to build their own financial futures after accessible funds built in her investment portfolio saved her life. Shannon was diagnosed in early 2010 with a rare cancer and required specialist treatment which was funded by her investment portfolio. After successfully winning the fight Shannon launched into Property Platform with Simone Taylor with a view of assisting individuals to implement smart strategies and change their lives through residential property investing.

Shannon can be contacted on;


Ph. 0401 246 468

Our Share and Equities Specialist

Chris Taylor – Investment Advisor – Wilsons Advisory

Chris is dedicated to working closely with each of his clients to ensure they achieve their individual financial goals. Chris is an Adviser to a diverse range of clients including self-managed superannuation funds, high net worth individuals, small and medium enterprises and family offices.

Chris can be heard providing regular finance reports on 774 ABC Melbourne radio and is a regular contributor to the Sunday Herald Sun share investment column.

With his experience in equity markets as an Investment Adviser, a Bachelor of Commerce degree from Deakin University and a Graduate Diploma of Applied Finance, Chris has the knowledge and understanding of financial markets to provide clients quality service and sound advice.

Chris can be contacted on;


Ph. (03) 9640 3823

Mobile. 0407 466 976

Our Personal Insurance Specialists

Nicola Lessing – In Your Interest Financial Planning
Dr Christoph Schnelle – In Your Interest Financial Planning
Nicola and Dr Christoph are focused on getting you the appropriate Personal Insurance cover you require.

Nicola and Dr Christoph can be contacted on;


Ph. 1800 332 225