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FIRM PROFILE

We are committed to forming close partnerships with our clients. This way we can understand your unique situation and customise the assistance we provide to suit your needs. Our commitment to excellence is evident in the hardworking nature of our staff, and the exceptional service we offer.

Our enthusiasm for our work means you are provided with a friendly team of professionals who are eager to use their expertise to help you succeed.

 

ANDREW SURMAN (CFP®)MANAGING DIRECTOR

Andrew has extensive experience in providing Financial Planning Advisory services to work with clients to develop their strategic plan, allowing them to meet their long term financial goals. Andrew is degree qualified with a Bachelor of Economics and a Graduate Diploma in Global Wealth Management from the University of Adelaide. A Certified Financial Planner (CFP®), Senior Wealth Adviser and Authorised Representative of Count Financial,Andrew is well positioned to provide a high level of expertise and service to our valued clients.

Andrew is a passionate, driven and enthusiastic individual who is as dedicated to his sports as he is to helping others achieve their financial goals.

You can e-mail Andrew onandrew@hgfin.com.au



 

BARRY HAYES CPA(FPS) - DIRECTOR

 

 

Barry has been in Public Practice for over 20 years following a number of years with the Australian Tax Office. He has a specialist designation in Financial Planning with CPAAustralia and is a member of the FPA.

 

In addition to overseeing the Financial Planning activities of the practice, he is responsible for the smooth running of the firm and for ensuring that the Partners and staff work to the highest standards in providing first class service to clients.

 

You can e-mail Barry onbarry@hgfin.com.au

Kylie Turner CPA
Accountant Manager
Jana Ivanov CPA
Accountant
Nina Tesevic CPA
Accountant
Ai Kin Rajadurai CPA
Accountant


Sheridan McMahon CPA
Accountant
Eric Wang
Accountant
Trini Montes
Financial Planner
Jaqui Mcdonald
Client Support Officer

Linda Le
Client Support Officer
Breeanna Lillee
Office Manager
Nita Dobson
Receptionist
Jade Bleazby
Administration Assistant








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Rowville 
(Narre Warren North office closed)

To schedule an appointment please contact our office on (03) 9764 2244 or click on the Request Appointment link above.

 

 


Contact Us

1B/5 Kelletts Road
Rowville, VIC 3178
Australia 
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Phone: 03 9764 2244
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