Before joining Set4Life, Amir worked at a second tier accounting for a few years honing his skills, including scanning every single piece of paper in the office! Amongst Amir’s skills are being a Xero expert and SMSF admin guru. But best of all, he shares Iranian food with us all. YUM!
The go to person if you need help with all aspects of the financial planning process. Specialising in Aged Care and was a finalist in the Illawarra Business Awards in 2014. I am a part of Financial Wisdom network with a heightened focus on Women and Financial Planning. I get the greatest satisfaction in having clients reach and maintain their financial goals.
Joining Set4Life many moons ago, Lance has been the guy in the corner quietly working on your financials and taxes but don’t mistake my quietude for being an elitist. I’m the opposite of that; I’m always here to listen and help, get you answers and do your paperwork.
Starting Set4Life in 1985 (yep, been around a while) is the main brains here. You want technical help, he's oozing answers for you. But specialises in getting clients across that final hurdle to retirement and making sure you have enough money. (Yacht in Mediterranean not guaranteed)
Want a Xero guru? Well you got one here. Wayne is the main man with all things Xero. We are confident that he will know the answer before you even have the question!
Joined InTouch Taxation Services in 2010 after worked at H & R Block tax accountants Wollongong. While working obtained Bachelor of Commerce (Accounting) degree from University of Wollongong and now studying towards CPA Australia.
I guess you could call me the invisible woman, literally. I not only work behind the scenes at Set4Life keeping things up to date and tidy, I also work out of office from home at the moment while looking after my cheeky 1 year old. When I’m not busy working or being a mum I enjoy training for events such as triathlons and fun runs.
Talk about a Jack Of All Trades. Lucia does it all at Set4LIfe. She will be the first one you talk to when you call, or she will be working through the mountain of paperwork we dump on her desk every day. Also gets those big Statement Of Advices done for you too, so please read them! She does it all with a smile too!
At Set4Life, Maureen works her way through the heap of paperwork that comes in each and every day. Banking, filing, mail, scanning. You name it, she has it covered.
Joining Set4Life in what feels like 738BC. Along with having the shortest haircut at Set4Life, if you have a SMSF question, or want some tax advice he will have that covered before you can say 'that'll save how much tax?'