Our Team

The advisors behind every engagement.

Filter by role, service line or industry to find the partner or director closest to your matter.

12 of 12 people
JW James Whitfield Managing Partner

James Whitfield

Managing Partner. Tax & Private Business
Sydney

20+ years advising complex private groups on tax strategy, structuring and succession across Australia and Asia.

Audit & assurance Tax planning Corporate finance & valuations
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PA Priya Anand Partner

Priya Anand

Partner. Business Advisory
Sydney

Former CFO turned advisor. Guides founders and scale-ups through capital raises, board reporting and profitable exits.

Business advisory Corporate finance & valuations Outsourced CFO
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ML Marcus Lai Partner

Marcus Lai

Partner. Wealth & Family Office
Sydney

Chartered strategist focused on multi-generational family wealth, SMSF strategy and cross-border planning.

Wealth management Outsourced services Migration & concierge
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RS Ram Sharma Director

Ram Sharma

Director. Audit & Assurance
Sydney

Registered Company Auditor with 15+ years leading ASX and NFP audits. Signs off complex assurance engagements across NSW.

Audit & assurance Internal audit & risk advisory Clean energy assurance
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AO Aisha Okafor Director

Aisha Okafor

Director. Corporate Finance
Melbourne

M&A and capital markets specialist. Leads sell-side mandates, IPO readiness and independent expert reports.

Corporate finance & valuations M&A advisory IPO readiness
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DO Daniel Osei Associate Director

Daniel Osei

Associate Director. Internal Audit & Risk
Canberra

Trusted by federal and state departments for ANAO-aligned internal audit, probity oversight and grant assurance.

Internal audit & risk advisory Probity & governance Grant acquittals
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CN Chloe Nguyen Senior Manager

Chloe Nguyen

Senior Manager. Tax Advisory
Sydney

Chartered Tax Adviser specialising in property structuring, GST and cross-border matters for private groups.

Tax planning GST margin scheme reviews Cross-border tax
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IR Isabella Romano Senior Manager

Isabella Romano

Senior Manager. Business Advisory
Melbourne

Works with retail, franchise and hospitality groups on margin, cashflow and multi-site performance benchmarking.

Business advisory Unit economics Cashflow forecasting
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LP Lachlan Park Manager

Lachlan Park

Manager. Audit & Assurance
Sydney

Delivers audits for manufacturers, dealership groups and primary producers with a focus on inventory-heavy environments.

Audit & assurance Standard costing reviews Inventory & shrinkage reviews
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HS Hana Suzuki Manager

Hana Suzuki

Manager. Sustainability & ESG
Sydney

ESG assurance specialist. Delivers climate, modern-slavery and sustainability-linked loan verification for corporates.

Clean energy assurance Climate & greenhouse gas assurance Modern-slavery statements
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OH Omar Haddad Manager

Omar Haddad

Manager. Corporate Tax
Sydney

Corporate tax specialist focused on R&D, transfer pricing and international structuring for technology and financial services.

Tax for Corporates R&D and export grants Transfer pricing
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SC Sophie Clarke Manager

Sophie Clarke

Manager. Wealth Advisory
Sydney

Certified Financial Planner working with professionals, medical specialists and their families on wealth and retirement.

Wealth management SMSF strategy Retirement planning
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