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.

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 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.

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.

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.