Your network, working together
Family wealth isn’t just about numbers - it’s about people, timing, and making confident decisions in life’s key moments. That’s why we’ve built a trusted network of professionals across financial planning, accounting, legal, lending and investment - experts who share our values and understand the details of your family and business dynamics.
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When your strategy calls for specialised advice, we bring the right people into the conversation - already briefed, already trusted, and ready to help. We stay connected with them, and with you, to keep everything aligned and moving forward.
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Think of us as your central hub - coordinating the moving parts, so your plans stay clear, considered, and on track.
David Coomber
Director | Chairman​​​
Co-Founder
Shannon Sweetman
Paraplanner
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Paula Tallon
Expat Tax Specialist
Salann Tax
Accredited Partner
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Marcus Westnedge
Director
Capital Properties
Accredited Partner
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Julie Thompson
Bookkeeper/BAS Agent/WHS
Elite Business Services
Accredited Partner
Shaun O'Keefe
Director | CEO​​​​
Co-Founder
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Ethan O'Keefe
Digital Strategy & AI
Ruya Ozalgan
Expat Tax Specialist
Salann Tax
Accredited Partner
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Lao Reis
Software Developer
On.Codes
Accredited Partner
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Daniel Ferro
FX Business Development
Send Payments
Accredited Partner
Maria Melo
Change Manager
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Andrew Andreyev
Principal Lawyer
ADLV Law
Accredited Partner
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Denise Donati
Project Manager
Medical Facility Ops
Accredited Partner
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Teagan Pope
Client Services
Otavio de Moraes
Finance Specialist
2M Capital Partners
Accredited Partner
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Kasia Maczuga
Senior Lawyer
ADLV Law
Accredited Partner
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Emily Keenan
Depository Dealing
The Perth Mint
Accredited Partner