Our team is all about you.
At Clifton Wealth, we work as a united team to deliver outcomes for our clients.
Personal attention, care and understanding are at the heart of our culture, and so regardless of who you deal with in the team, your best interests are always our first priority.
Brian spent 10 years in industry in a number of accounting and finance roles, before moving into public practice in June 2002. He specialises in business analysis, structuring and management, along with benchmarking.
Mark is a thought leader in the advice world and is passionate about improving the quality of advice available to clients in Australia. Mark is also in therapy after private school fees and now readying himself for the challenge of creating wealth for self-funded retirement.
Kurt has worked in the public arena providing quality taxation and business advice since finishing school. Diversification of client base leaves Kurt able to confidently and professionally guide business owners from business purchase to sale. Kurt has an excellent working knowledge of self managed super funds.
Ray is skilled in developing truly engaging relationships with his clients. Ray is an influential young adviser dedicated to improving advice provided to Australians. He's attracted to the underpinning culture to challenge the status quo and find a better way of doing things.
Daniel has an extensive knowledge in property and tax, having worked with micro, small and medium businesses both in public practice and his own boutique firm. He understands the management of medium and large businesses, how they operate, and how they interact with and report to boards.
Adam is passionate about working closely with clients to provide improved long term outcomes and support through various stages of life. He puts himself in a financial position to ensure his family have the most enjoyable life possible, and continuing to challenge himself and being able to gain different experiences.