Team

“You might not think that finance is a family trait… but my grandfather was an Accountant… my dad was an Accountant as well and later moved into a CEO role, so finance and accounting are in my blood! It was almost inevitable, and I’ve never considered anything else.”

“I truly believe the earlier you can take control of your superannuation, the better off you will be in the long term and it’s my job to help people with their super, with their life savings… I’m here to guide them through complex legislation and help them better invest their money. Not many people know that besides the family home… superannuation is the second largest asset you will ever have.”

“The needs of North Advisory clients today are different to what they were five years ago… and even more different to what they were ten years ago… that’s the focus that I have… it’s important to continually evolve, change and adapt to provide value to our clients.”

Judy She is has been a Chartered Accountant since 2010. She graduated from Macquarie University in 2005 before joining North Advisory in 2011.

Judy enjoys playing the piano and the outdoor Northern Beaches lifestyle.

Kim is a Chartered Accountant who joined us in 2012 after completing his accounting and finance double degree at Macquarie University.

He is also a Chartered Taxation Advisor… which basically means he knows a lot more about tax than most accountants do!

Norman has been part of our team since 2010 and he completed his economics degree from UNSW in 2014.

Ros is the smiling face you’ll see in reception and the friendly voice you’ll hear on the phone.

She’s been with North Advisory since 1989.

Ros is very skilled at analysing your enquiry and can quickly direct you to the right person.

“I’m in the background at North Advisory, helping the whole team with administration tasks.
I support Ros with reception, and I work with Marius and Cayle when they need help.”