Our Pursuit Advisers team are professional friendly and approachable. We are industry leaders in our field, promising to always practice what we teach. Proactive, easy to talk to, creative and accessible, this is what we deliver for our clients; understanding what's important to you and advice on how to get there.
Director & Chartered Accountant - Bachelor of Business, CA, GAICD
Mark is passionate about working with clients to build up their businesses successfully so that they are not 100% reliant on the owner and finds satisfaction in working with business owners that strive towards continuous improvement.
He has the knowledge and experience to help solve your business challenges whether it be corporate governance, organisational structure, strategic planning and structuring as well as offering in-depth business coaching services.
Director & Chartered Accountant - Bachelor of Commerce (Accounting & Financial Planning), CA
Paul enjoys working with business owners and high net worth families, helping them achieve their personal, financial and business goals.
Paul takes the time to understand his clients and their personal and business needs, using the latest technology (like Xero) and an easy to understand, matter of fact approach, to deal with pretty much anything that comes up.
Director & Certified Practicing Accountant - Bachelor of Accounting, CPA
Stuart enjoys helping business owners achieve a higher level of financial awareness over their business and working with them in putting together annual plans to map out how they achieve their business and personal goals.
Stuart believes that with the right systems in place within your business, it’s possible to both grow the bottom line and free up time to spend on what’s important to you.
Director & Chartered Accountant - Bachelor of Business & Commerce, CA Authorised Representative (1267898) of SMSF Adviser Network AFSL 430062
As a business adviser, Stephanie believes in bringing things back to the personal level and working with clients to ensure their business exists to serve them and not the other way around.
Stephanie is also licensed to provide superannuation advice and runs our Self-Managed Superannuation Team.
In addition, Stephanie has the role of Marketing Leader of our business, working to put high quality, informative and timely communications out to our client base to keep them in the loop.
Accountant - Bachelor of Business (Accounting)
Rachel is currently working towards getting her Chartered Accountant accreditation. She specialises in the preparation of tax returns, activity statements and financial reporting for small to medium businesses as well as being Xero certified and an advocate for cloud accounting software.
Rachel is passionate about clients being able to have a good work-life balance and believes efficiencies can be created in bookkeeping and compliance so you can spend time doing what’s important to you.
Accountant - Bachelor of Business and Commerce
Nicole seeks to work closely with clients, as she values the importance of strong, professional relationships, believing that this is fundamental to understanding and supporting the unique and individual needs of each business.
Eliza is currently at Monash University studying a double degree of Bachelor of Accounting Specialist and Bachelor of Business majoring in Banking & Finance.
Eliza joined our team at the end of 2018 as a cadet in order to become more knowledgeable and experienced in the industry whilst also studying towards being a fully qualified accountant.
While leading the Bookkeeping Department, Danielle also has extensive and specialist knowledge in Xero and Receipt Bank while being Xero Certified. Danielle strives to help her clients by taking the pressure off. She assists in all their bookkeeping needs along with continuously providing training on how to use Xero and Receipt Bank to their fullest potential.
Ijay assists in Pursuit Advisers Marketing Sector. She prides herself on knowing how to identify with a client, to get a better understanding of their needs. She is passionate about working as a team to come up with creative solutions on ways to deliver results.
Client Services Coordinator
As an approachable and motivated individual, April strives to deliver exceptional service with a smile to prospective, new and existing clients. She enjoys working in a team environment, working alongside our Advisers and Client Relations team will be helping to achieve the best result possible for our clients and will also be liaising directly with the Australian Taxation Office, Australian Business Register and ASIC.
Compliance Workflow Coordinator
Dani is the Compliance Workflow Coordinator, managing the tax compliance work for the Pursuit Advisers office. She provides high-quality ongoing service to prospective, new and existing clients, with a priority to make clients happy by utilising her strong communication and organisational skills allowing her to enhance the overall client experience.
Client Services Coordinator - Certificate III in Business Administration
Crystal is an integral part of the Client Relations team. As well as providing support to the Self-managed Super Fund Department, Business Advisers, Senior Advisers and Accountants she also ensures all client’s needs are met, focusing intently on providing prompt and friendly service.
Client Services Coordinator - Certificate III in Business
Jaymie's focus is to provide high quality service by working closely with the clients, accountants and administration team to achieve the best result and liaising directly with the Australian Taxation Office, Australian Business Register and ASIC.
Administration Leader & HR Officer - Bachelor of Business (Human Resources and Management)
As the Administration Leader of Pursuit Advisers, Megan and the Administration team thrives in delivering high quality services whilst meeting client expectations.
Since completing a Bachelor of Business, majoring in Management and Human Resources (HR), Megan also provides support within the HR department at Pursuit Advisers, contributing to the integral internal operation of HR.
Client Services Coordinator
Grace is a driven and highly motivated individual with extensive client services experience, apparent through her excellent communication skills and warm and friendly approach.
Grace works alongside our Advisers and Client Services team, liaising directly with the Australian Taxation Office, Australian Business Register and ASIC to ensure our clients reach their financial and lifestyle goals.
At Pursuit Advisers, each day will offer you the opportunity to learn something new.
You will need to be self motivated , have excellent communication skills and be team orientated. It is also essential that you are competent with Microsoft Office, in particular, Word, Excel, Outlook and Powerpoint.
If you are interested in joining our team, please email firstname.lastname@example.org or call our office on 03 5623 3778
Pursuit Advisers Pty Ltd is a Corporate Authorised Representative no 1267897 of SMSF Advisers Network Pty Ltd ABN 64 155 907 681 AFSL 430062 www.san.com.au