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 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 HTM
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