Meet The Team

Our Team

Our people are critical to the success of our business.  We have built a team of respected professionals with over 35 years of experience in chartered accounting and financial planning.  Our people are employed based on their integrity, values, qualifications and experience together with their commitment to providing our clients with outstanding service.

Michael Fogarty – Director

Michael is a Certified Financial Planner with over 25 years experience in the financial services industry including 5 years as a Money Market dealer, 7 years as a Client Adviser on the Sydney Futures Exchange and 14 years as a Financial Planner. He specialises in providing strategic superannuation advice to private clients with Self-Managed Superannuation Funds.  Michael holds a Bachelor of Economics degree, a Master of Economics degree and the Diploma of Financial Planning.  He is a SPAA (Self-Managed Super Fund Professionals’ Association of Australia) accredited SMSF Specialist Advisor.

Brookie Fogarty BBA MCom
Client Services

In addition to general SMSF administration, Brookie provides advice on digital marketing strategy, maintains company database, liaises with clients and prepares presentations.

Kathleen Daley – Client Services Manager
B. Business- Accounting, CA

Kath is a Chartered Accountant with over 20 years experience in accounting and superannuation. She specialises in SMSF clients. Kath holds a Bachelor of Business degree –Accounting