“It’s important to me to ensure all women can make an informed decision and feel comfortable in that decision”

Kim has over 30 years’ experience working in the financial services industry, she has experience providing financial assistance to both business and personal clients.

Kim specialises in providing Personal and Business Financial Planning. Kim has assisted women with of services Investing, Superannuation Consolidation, Retirement Planning, Personal Insurance, SMSF, Business Planning and Aged Care.

Kim holds a Graduate Certificate in Financial Planning from Griffith University and she also a Justice of the Peace.

Lorelle has over 20 years’ experience in the financial planning industry, and she joined Oracle in 2022. Lorelle holds a Bachelor of Business, Advanced Diploma in Financial Services (Financial Planning) and she is also a Certified Financial Planner.

Lorelle is passionate about helping clients achieve their goals and objectives, whilst building and maintaining long term relationships with her clients. Lorelle is excited to help all clients regardless of where they are in their life journey, with a strong focus and passion for supporting women with their financial planning needs

Jannette has worked in the Financial Planning industry since 2005. Jannette holds an Advanced Diploma in Financial Planning (Financial Services). She has worked with a diverse range of clients and situations and enjoys working in an inclusive manner to achieve her clients’ goals.

She always works in the best interests of her clients and keeps her professional skills up to date to deliver strategies that work. Jannette also enjoys the technical side of the role as an adviser and applying these skills to her clients’ portfolios.

Leonie has been in the financial planning industry for over 15 years. Leonie has spent the last 7 years helping people within the Hume and Riverina Regions with their financial planning needs. Despite, being awarded several recognitions during her career, the proudest award was for the Ethics and Behaviours as a Financial Advisor.

Leonie is passionate about providing clients with guidance and advice that truly will put them in a better position and help them to have peace of mind in life, and to take some of the worry away.

“I love to help women in business to achieve their goals, both personally and professionally”

Dona has over 30 years’ accounting experience working across all aspects of business, taxation, and accounting. She thrives helping all her clients, giving advice and support so they can achieve the best results and reach their business goals.

Dona has assisted women with setting up their business, giving advice and support so the business becomes a profitable enterprise. She also assists women when they are faced with difficulty in their lives, to guide them through that time and help them get back on their feet.

Dona has a Bachelor of Commerce and has run her own business in the past. As such she can help women from both the accountant's point of view, and from a business owner's point of view.

Marika has been working for over 30 years as a trusted advisor and accountant, assisting women to create and growing their businesses. Marika primarily works with small business owners in the creation and management of their businesses. She has assisted with education regarding software programs, budgeting and liaising with external business bodies such as the Australian Taxation Office, ASIC and NSW Services.

Marika holds a Bachelor of Commerce, and she is a Certified Practicing Accountant and Tax Agent.

Lynette has over 40 years’ experience working in the accounting sector, and she has worked with a wide variety of business and SMSF clients for almost 30 years.

She enjoys assisting her clients with their various taxation and accounting needs.

Lucie has over 20 years public practice experience assisting women to reach their individual and business goals. Lucie has used her background and experience in tax and small business to assist a broad spectrum of clients work through their tax, financial and business issues to reach their financial and business goals.

Reaching these goals empowers women of today and the future and therefore Lucie sees it as vital we as women are available to provide these services to our clients. Lucie is a Member of Institute Public Accountants, Fellow National Tax Accountants Association, Registered Tax Agent and Certified Xero Adviser.

Kristie has been working in the accounting industry since 2007. Kristie become a Chartered Accountant in 2015 and she also achieved SMSF Specialisation in 2020.

She has a passion for Self-Managed Super Fund Administration and end of year processing. She enjoys all things tax from small business right through to large groups.

Shannon has been working on the Gold Coast as an Accountant since 2015. She enjoys working with small family-owned businesses, assisting them with their business and personal goals.

Shannon comes from a background in bookkeeping and the construction industry, which helps me offer a step-by-step approach to helping clients manage the everyday needs of their business all while preparing for the future.