The best part about our business is our staff. We are local, and have a proud community involvement in everything that we do. It also means we understand the needs of region and its unique financial landscape. Please meet our team:
Director
Financial Planner
Paul Hirth
Areas of expertise: Personal Financial Planning, Superannuation & Retirement Planning, Self Managed Superannuation Funds, Investment Advice and Personal Risk Insurances
Study: Master of Applied Finance, Diploma of Finance & Mortgage Broking Management, Bachelor of Engineering (Honours)
Interests: Spending time with friends and family
Financial planning services are provided by TRG Financial Pty Ltd.
TRG Financial Pty Ltd and Paul Hirth are Authorised Representatives of TRG AFSL Pty Ltd (AFSL 508008).
Senior Associates
Graeme Benn
Certified Practising Accountant (CPA)
Area of expertise: Primary Production, Construction
Study: Bachelor of Commerce
Interests: Basketball, travelling, farming
In the Industry since: 1999
Gayle Prowse
Certified Practising Accountant (FCPA) (FGIA)
Areas of expertise: Small Business, Primary Production and self-funded retirees
Study: Bachelor of Business
Interests: Have served in various honorary capacities including a long association with the Sovereign Hill finance committee
In the industry since: 1990
Renee Wakeling
Certified Practising Accountant (FCPA)
Areas of expertise: Superannuation/Self-Managed Superannuation Funds
Study: Bachelor of Commerce (Accounting), CPA Self-Managed Super Funds Specialisation, Diploma of Financial Planning
Interests: Spending time with family and friends, running around after two busy children, keeping fit
In the industry since: 2002
Jane Jens
Certified Practising Accountant (FCPA)
Areas of expertise: Real Estate Agents
Study: Bachelor of Commerce (Accounting and Commercial Law)
Interests: Travelling, skiing, cake decorating, community service
In the industry since: 2007
Associates
Tracey Robinson
Certified Practising Accountant (CPA)
Areas of expertise: Retail, Medical and Small Business
Study: Bachelor of Business (Accounting)
Interests: Learning and studying new things, teaching group fitness and personal training, keeping fit
In the industry since: 1995
Tim Gay
Certified Practising Accountants (CPA)
Areas of expertise: Primary Production and Agriculture, Manufacturing, Retail, Property Development, Building and Construction, Hospitality, Tourism, Entertainment and the Not-for-Profit sector
Study: Bachelor of Business (Accounting)
Interests: Theatre and spending time in my garden or on the beach reading
In the industry since: 1989
Accountants
Sheree Allen
Areas of expertise: Superannuation/Self-Managed Superannuation Funds
Study: Bachelor of Commerce (Accounting)
Interests: Family and friends
In the industry since: 1992 (recently as an accountant)
SMSF Administrator/Bookkeeper
Shona Atkinson
Areas of expertise: Bookkeeping, SMSF & Financial Planning
Study: Diploma of Financial Planning
Interests: Family spending time with my husband Craig and two sons, Travel
In the industry since: October 2005
Administration Staff
Kim Aisbett
Administration Manager
Jacqui Turner
Administration
Cathy Adamson
Administration