Our Team

Fellow Chartered Accountant | Bachelor of Commerce | Authorised Representative of R & S Wealth Pty Ltd (#540872) | Diploma of Financial Planning | SPAA SMSF Specialist Advisor | Chartered Tax Adviser | ASIC Registered SMSF Auditor

Nick has been working in the Accounting profession since 1989. He began his career in a 4 Partner Chartered Accounting Practice where he remained up until 1994. He then established RM Chartered Accountants based in Wollongong in 1995 and built the practice up to 7 staff. In 1998 the firm achieved the NSW Best Small Practice Award from the Institute of Chartered Accountants.

In 2002, he moved back to Sydney and established Strategic Wealth Management in Sydney’s CBD. Nick then spent much of his time researching & educating himself on various types of investment structures including trusts and SMSF’s.

From 2005-2011, Nick was often called on to present as a speaker on tax structures, SMSF’s, and tax planning for property investors on behalf of various property education groups.

Strategic Wealth Management now comprises an awesome team of 20 people and has evolved into a firm of Specialist Business and Superannuation advisers. Nick has built a strong team around him that understands the ever-changing tax and superannuation laws. His core team members have been with him for 15+ years.

Strategic Wealth Management is strong on technology and utilise Xero and their partners to create efficient and accurate business processes.

Nick has the added benefit of being a Financial Planner as well as a Chartered Accountant. This gives him a significant advantage over an adviser who may fall into one category but not the other.

Nick can assess your financial position, your investments, or insurance requirements in an impartial manner whilst also optimising your overall tax position.

Outside of work, Nick has a beautiful wife and 3 daughters.  He is a family man and is often found at the BBQ cooking and entertaining his family.

Nick is fairly active and is a regular 6 a.m. starter at the gym and likes to slot a couple of tennis games in most weeks.

He enjoys traveling whilst also enjoying a red wine or 2 on weekends with friends and family.

Janis has been part of SWM since 2005 after emigrating from the US with her “Aussie” husband and children.  She is our Practice Manager and is responsible for everything in the office other than accounting.

She is always involved in a variety of business development projects but is eager to lend a hand or have a chat if you need assistance

Outside of the office, she loves to travel, cook, and spend early mornings at the gym

Bachelor of Business (Accounting), University of Technology Sydney

Chartered Accountant

Martina joined the team at SWM in April 2009. With over 25 years experience in the accounting profession she has worked with a variety of small to medium sized businesses in various industries helping them to not only meet their tax obligations but grow and develop their businesses.

Martina is responsible for the preparation of financial reports and taxation returns for individuals, trusts, companies and superannuation funds. Martina holds a senior position in the firm and assists Nick in dealing with complex taxation matters.

In her spare time you might find Martina cooking up a storm in the kitchen, painting (pictures, not walls!) or undertaking some other creative exploit that doesn’t involve number crunching.

Ask for a copy of her killer chocolate almond mud cake recipe, or to discuss any accounting, tax or superannuation matter with Martina.

Bachelor of Business (Accounting), University of Technology, Sydney

CPA

Janet joined our team in March 2011. Janet has over 30 years experience working as an accountant in both public practice and commerce.
Janet has had experience in a wide range of business environments assisting clients with their taxation and reporting obligations.
Clients include individuals, sole traders to large businesses with multiple entities.

Janet is responsible for preparing financial reports and taxation returns for individuals, partnerships, trusts, companies and superannuation funds.
Janet applies a holistic approach to each client to ensure they receive the best financial outcome and develop and grow their business and wealth

Janet is married to Bruce and they have one son. Janet works from home in the southern tablelands but visits the office regularly. She enjoys cooking the food that they grow on their property, and also eating out and travelling. A good glass or two of wine is always appreciated.

Bachelor of Mathematics, Nanjing Institute of Meteorology | Master of Accounting, Macquarie University, NSW, Australia | Microsoft Certified Professional, System Engineer, and Database Administrator (MCP,MCSE & MCDBA)

CPA

Seven joined our team at SWM in October 2009.  He came from mainland China in 2004 to study for his master’s degree. He completed his master’s degree and earned his CPA in 2007 and has also completed his Diploma of Financial Planning.

Seven’s specialty is SMSFs and large companies with multiple entities. Seven assists in dealing with complex tax matters and is always ready to tackle any problem.

Seven enjoys jazz or bossa nova, which is his background music during dinner every night. Cooking and badminton are his favourite activities. Particularly, he likes to cook spicy dishes with attractive colors and wonderful taste.

Bachelor of Commerce (Accounting)- University of Western Sydney

CA

Gavin joined the team at Strategic Wealth Management in December 2018.
He has been working in the Accounting profession since gaining his degree in 2002.

Gavin started his career working in a 4-partner firm in St Leonards Sydney before moving to a larger chartered accounting firm in North Sydney. After 9 years in North Sydney Gavin expanded his experience by moving to Edgecliff to work for a financial financial services company where he managed the financial affairs for clients in the medical industry.

Gavin is a Member of Chartered Accountants Australia and New Zealand. He also has a certificate of Finance and Mortgage Broking and is a registered tax agent.

Gavin is responsible for the preparation of financial reports and taxation returns for individuals, trusts, companies and superannuation funds.

Gavin is married with 3 girls and enjoys surfing at his local breaks. He loves entertaining friends and family around the BBQ and has great support from his family.

Advanced Diploma (Accounting), TAFE

Bachelor of Business (Accounting), University of Technology Sydney 

Jessica has been part of Strategic Wealth Management since November 2017. Her experience spans over 10 years in the accounting industry.

She began her career in a small accounting practice before joining a national chartered accounting firm in 2014 which provided exposure to a large range of different businesses and gained valuable experience as a result

Jessica is responsible for the preparation of financial reports and taxation returns for individuals, trusts, companies and superannuation funds. She finds passion in being able to help her clients by going the extra mile to help them achieve their goals and deadlines!

Jessica is married with one adorable baby girl and when she can find spare time, enjoys going to the gym, trying different restaurants, and cooking up dishes from her native country of Colombia.

Bachelor of Arts, Nanjing University of Science and Technology

MBA, University of Technology, Sydney

CPA

Reina joined SWM in February 2020. She started her accounting career in 2011 and worked for a few accounting firms to ensure that she was on the right career path.  She decided to complete her CPA while working full-time. She loves being part of the team and helps out whenever possible

She is responsible for preparing financial reports and tax returns for individuals, trusts, companies, and superannuation funds.

In her spare time, Reina enjoys reading books, listening to music, and traveling around the world. At the moment her time is spent with her super energetic son. On the weekends you might run into her at the soccer field, Jiu-Jitsu gym, or swimming pool.

Bachelor of Commerce/Bachelor of Economics, University of New South Wales

CA

Holly joined the SWM team in February 2023. She has 10 years experience in accounting firms of various sizes amassing valuable experience with a wide range of clients.

Holly is responsible for the preparation of financial reports and tax returns for individuals, trusts, companies and superannuation funds. She takes pride in getting to understand her clients needs and becoming their trusted go-to advisor.

Holly enjoys exploring new delicious cuisines with friends and hanging out with her two rambunctious kittens.

Stephanie joined the team at Strategic Wealth Management in April 2022. Her experience spans over 10 years in the accounting industry. Prior to joining SWM, Stephanie worked for a Chartered Accounting firm in Parramatta for 9 years. Stephanie recently completed her CPA Certificate in 2021.

Stephanie is responsible for the preparation of financial reports and taxation returns for individuals, trusts, companies, and superannuation funds.

When not in the office, Stephanie enjoys spending time with her husband, daughter, and twin sons. She also enjoys cooking food and desserts from around the world.

Eva joined the team of Strategic Wealth Management in January 2020. Her experience spans over 13 years in the accounting industry. She passed the CPA Licensure Exam in 2009.
Prior to joining SWM, Eva worked as a School Accountant for a Catholic School as well as an Accounting officer for a manufacturing company. 

 Eva is responsible for the preparation of financial reports and taxation returns for individuals, trusts, and companies; BAS and bookkeeping tasks.

 Eva has four children which keeps her busy on weekends. She loves watching documentaries and reality TV shows like Australian Survivor. 

Legea became a part of the Strategic Wealth Management team in March 2022, bringing with her more than six years of experience in the field of accounting. Before joining SWM, Legea spent four years working as an accountant for a multinational corporation.

Legea is responsible for the preparation of tax returns for individuals, trusts, and companies; BAS (Business Activity Statements), and a wide variety of bookkeeping tasks.

Outside of the workplace, Legea takes pleasure in exploring beaches and mountains with her husband and daughter.

Irish joined the team at Strategic Wealth Management in November 2022, bringing with her more than 12 years of experience in the field of accounting. Before her tenure at SWM, Irish dedicated 11 years working as an accountant in various private companies. She earned her CPA License in 2011.

Irish is responsible for the preparation of tax returns for individuals, trusts, and companies; BAS (Business Activity Statements), and a wide variety of bookkeeping tasks.

Outside of her professional duties, Irish finds joy in spending quality time with her husband, son, and extended family. She also takes pleasure in exploring both cooking and baking, as well as the creative pursuit of crocheting.

Hi, I’m Cathy and many of you would know me as answering the phone when you call our practice.
I have worked as part of Nicks team for many years now.

In the practice I am involved in the administration side of things. I look after lodging your tax returns, answering emails, booking Nicks appointments and lots of other tasks that keep the office moving along.

I have a diploma in accounting.

The aspect of my job that I enjoy the most is talking with our clients and getting to know you. Its really enriching having a client start with us and seeing them grow in their personal and financial life and chatting with them along the way.

Bernadine joined the SWM team in November 2020. She is currently studying for a Bachelor of Business majoring in accounting at UTS.

Bernadine works alongside the accounting team, helping the accountants, especially with Superannuation Funds.

In her spare time, she enjoys eating donuts and pizza and going for walks.

I have been with the team at Strategic Wealth since December 2022, but have been working in accounting admin since July 2020. Cathy or I will likely be your first point of contact when you call our office. My role is to ensure we have everything we need to complete your returns, to welcome new clients to our practice as well as communicating with the ATO and setting up new companies/trusts. I am currently furthering my studies to ensure I can offer the best possible service to both our clients and our team.

In my free time, I enjoy seeing live music, spending time with my cats & catching up with friends.

B.Fin Advising, DFP

I spent the early stages of my career immersed in the realm of self-employment, running and growing a family business. It was here that I learnt the importance of exceeding client expectations and delivering a service that people expected and would be comfortable to recommend to their family and friends. After enjoying those successes, I graduated with a Bachelor of Financial Advising and entered the Financial Planning industry. I have spent the past 10 years instilling in people the importance of financial education that can be captured through the financial advice process. Life is unpredictable, at any given moment, happiness can turn to urgency, our financial positions can change in a heartbeat. My biggest imperative is to empower people with the peace of mind to know that their finances are arranged to overcome anything life throws at them. I look forward to sitting down with you and your family. I am an avid sports fan that enjoys watching Motorsport, NBA and the Canterbury Bulldogs. In my spare time I also enjoy playing golf, but I prefer spending it with my 3 year old Son and Labradoodle Humphrey.

CFP, B.MathFin, GradDip FP, JP

After graduating with a Bachelor of Mathematics and Finance from the University of Technology Sydney, I jumped head first into a career in Financial Markets. I spent the next 11 years learning from the best Stock Broking and Funds Management firms. The variety and complexity of the markets was incredibly formative for me, but the knowledge felt wasted unless I was helping people; Financial Planning became my clear calling. I’m here to flip the script: to change the industry’s tendency to rattle people with unnecessary technical language. The one commonality I’ve identified in my career is that regardless of status and financial literacy, we can all use a bit of help. We can all use someone slightly removed from the sensitivities of the situation, who enact strong foundations to empower you to control your finances, and exceed your goals: that’s where I come in.

Tim spends his spare time running around after his three young children, reading books and watching his favourite sport: Ice Hockey.

I joined the Strategic Wealth Management Financial Planning team in January 2021 as a Financial Planning Assistant, after unintentionally finding my ideal career path in an introductory financial planning course I took during my bachelor’s degree studies. I came on board with a passion for people and an eagerness to learn, which was fostered by the team at both SWMFP and SWM. I was able to work full-time and complete my Master of Commerce, specialising in Finance (an ASIC-approved degree) in 2022. I am currently completing my Professional Year as part of ASIC’s requirements to become a Financial Planner. When out of the office, I assume my unofficial role as a foodie – eating and drinking at a different spot almost every weekend.

B.Com (Major in Financial Planning), University of Wollongong

JP for NSW

Kelly joined our Financial Planning team in March 2023. She has over 8 years of experience in client service roles for boutique financial advisory firms. Kelly works closely with our two advisers Stefan & Timothy and the team. She enjoys working with people from different cultures and backgrounds as well as assisting clients to achieve their financial goals. Kelly spends her spare time with her two young children. She also loves traveling overseas with her family.