Your Team

Our people are highly qualified and motivated to help our clients achieve their business and personal goals.

We use our skills and experience to provide the right advice for each individual client.  We value the working relationships that we develop with our clients and, we will go out of our way to exceed our clients service expectations.

Our clients can be ASSURED that the advice they are receiving is the most up-to-date information available in relation to their financial circumstances.

We believe Assured Business & Wealth Advisors is proactive, bold, innovative and guaranteed to offer the best service to all clients.

 

Paul Tsimopoulos
Managing Director / Chartered Tax Adviser / Business Advisor / Financial Adviser / Lending Specialist

Paul is a qualified Accountant, Financial Adviser and Mortgage Broker with more than 26 years professional experience and is committed to support and develop the interests of clients who are mainly owners and operators of small and medium enterprises.

Paul finds that the most rewarding client relationships are those based on a trust that has developed over a period of consistent and effective service delivery and advice.

Paul founded Assured Business & Wealth Advisors since its inception in 1994 and during this time, he has seen rapid growth within the business.

His client base is diverse and centres on Small to Medium Enterprises.

Paul has an interest in providing specialist advice to his clients and enjoys developing strategies to help clients meet their goals.

He welcomes the opportunity to discuss your needs.

Professional Achievements

Fellow Member of the Institute of Public Accountants
Fellow Member of the Taxation Institute of Australia
Fellow Member of the National Tax & Accountants' Association
Fellow Member of the Association of Taxation & Management Accountants
Chartered Tax Adviser
Registered Tax Agent
Xero Certified Adviser
Authorised Representative of Count Financial Ltd
Member of the Finance Brokers Association of Australia
Authorised Credit Representative of Finconnect Australia
Diploma in Financial Planning
Justice of the Peace

Ross Monteleone
Accountant / Registered Tax Agent / Business Advisor / Financial Adviser

Ross' professional experience relates mainly with small and medium enterprises and industries including Retail, Restaurants, Real Estate, Building & Construction and Medical Practitioners.

As a qualified Accountant & Financial Adviser, he is extremely passionate about financial planning and believes it's important for all Australians regardless of their financial position to have access to good financial advice that is appropriate for them to achieve their lifestyle and financial goals.

Professional Achievements

Member of the Institute of Public Accountants
Registered Tax Agent
Authorised Representative of Count Financial Ltd
2014 Count Financial Ltd Young Adviser of the Year Finalist

Melissa Donaghay
Accountant / Xero Certified Adviser

Melissa has more than 13 years experience in accounting and is a Member of Institute of CPA's.

As an integral member of our team, Melissa is responsible for managing a broad variety of clients, providing them with a comprehensive range of business services.

Melissa possesses skills and experience to assist business owners to grow their business from the initial start-up phase through to creating a sustainable business & helps her clients achieve their personal & business goals.

Professional Achievements

Member of the Institute of Certified Practising Accountants
Xero Certified Adviser
Diploma of Financial Services

Kathryn Lloyd
Paraplanner / Client Services Manager - Financial Planning

Kate has over 8 years experience in the financial planning industry. She has a broad knowledge of financial planning and has had roles in advising, paraplanning and administration.

She believes that everyone can benefit from reviewing their financial affairs and enjoys assisting people meet their goals and objectives, both now and in the future.

Professional Achievements

Bachelor of Commercial Law
Diploma of Financial Services

Gina Tsimopoulos
Client Services Manager - Accounting & Lending

Gina joined Assured in 2000 as Assured's Administration Manager.

Throughout this time her role has evolved to encompass a broad range of responsibilities that contribute significantly to the administrative and internal business operations of the firm.

As one of our “directors of first impressions” Gina is that friendly voice on the phone ensuring that all your requests are met in a timely and efficient manner.