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Let us find the Best Financial Planner for your Needs and Situation.
Luke is a Chartered Accountant who’s passion is working with business owners helping them identify and solve problems so they can progress their businesses forwards and plan for the future.
Luke loves getting immersed in clients businesses. He is a father of two and a fair-weather surfer and dirt bike rider
03 8393 9371
Level 16/530 Collins St, Melbourne Vic 3000
Joe Zumbo has been assisting small and medium sized businesses achieve their goals for over 25 years of public practice.
Having commenced his career with a Big Four accounting firm, Joe gained invaluable training and experience in servicing the needs of high net worth individuals and business clients.
In 2000, Joe became a Director of Stafford Whelan, where he has become a well regarded and trusted advisor to many long term clients, across a broad range of industries and professions.
Joe enjoys working closely with clients’ directors and management teams through regular meetings and consulting in areas such as taxation, management accounting, strategic planning and self-managed superannuation.
Joe is a dedicated professional, wholly committed to the development of the Stafford Whelan team, ensuring a high standard of care and attention to client’s needs.
Married to Jo and with three daughters, Joe enjoys spending time with his family, watching his beloved AFL Tigers and keeping fit.
(03) 9370 9300
304 Mount Alexander Road, Ascot Vale 3032
Emil is an experienced Accountant who started with Dillon Partners in 1999, progressing to Associate in 2010. He has extensive experience in tax and small business, as well as financial planning having completed his Graduate Diploma in Financial Planning in 2012.
Emil is able to provide relevant and timely advice for businesses regarding internal accounting, periodic reporting, forecasting and ultimately the development and implementation of succession planning.
Level 2, 461 Bourke Street, Melbourne VIC 3000, Australia
(03) 9696 1788
Adam Bird is a Chartered Accountant and Registered Tax Agent who has over 20 years’ experience working with business owners throughout Melbourne and beyond. He has worked collaboratively with many business owners across a broad range of industries, including professional services, medical practitioners, creative professionals, manufacturers, builders, hospitality and retailers.
Over the last 10 years Adam has had the privilege of working with Barristers, Solicitors, Clerks and other legal professionals. During this time Adam has appreciated the challenges and demands of individuals in these professions and their needs for consistent, personal service from an accountant and advisor they can trust.
Adam is passionate about working with these individuals and business owners to help them achieve their personal goals and objectives.
Level 2, 184 Brunswick Street, Fitzroy, Victoria, 3065
0408 032 160
Todd manages the Tax Compliance, Planning and Consulting services within Qubed.
Todd commenced in practice in 1998. Born out of a desire to build a business that could support like-minded businesses with growth and profit, as well as ongoing certainty around decision making.
Planning is a key driver in his desire to create financial wellness.
Todd enjoys hiking around Mt Macedon and being in the great outdoors, just add fresh air and he will be there.
Suite 55, Level 2, 255 Drummond St, Carlton
Peter has always been results-driven with a passion for helping businesses grow. This passion is part of what makes The Co. stand out as an accounting firm.
Peter is a modern and dynamic thinker looking to break the mould of the stereotypical accounting persona. He is particularly skilled and experienced in the areas of tax planning and business strategies.
Peter lived and worked in London in 2009, where he witnessed a slump in the market. He worked as an international financial controller for a multinational engineering company, consequently gaining vast finance and management experience. Peter then returned to Australia and set up The Co. Accountants in the Melbourne CBD, working in the capacity of Director. He dedicates his time advising clients and businesses on how to achieve their goals.
Peter assists clients through effective strategic implementation and by ensuring they are guided through the process with a hands-on approach. It is not often that you’ll find Peter at the office behind his desk. He recognises that to gain a real perspective of a client’s business and provide sound advice, he needs to be on the front line and fully engaging in the workings of your company.
When you can peel him away from work, Peter loves spending time with his family, especially around the table with great food, or socialising with friends at the local brewery. He loves having a good laugh because, otherwise, life is little too serious.
Areas of Expertise
Suite 2/Level 10 45 William St, Melbourne
03 8488 9800
Linda joined Oak Accountants as a Manager in August 2015. With almost 20 years experience as a Chartered accountant, Linda specialises in providing taxation and business services to the SME sector.
Originally from Canberra, Linda moved to Melbourne to pursue her career in accounting, which progressed into over 12 years as an associate at DFK Benjamin King Money, then internationally, working in the UK for 5 years. With her international experience, Linda has mastered the ability to listen to clients and respond to their needs to deliver an excellent service experience.Linda is an active mother to three young boys and enjoys spending time with her family.
718 High Street, Kew East
03 9859 8791
The Practice has come a long way since childhood mates Robert Hadded and Jason Cunningham first set up shop in 1997. Rob and Jay are incredibly proud of the team they’ve gathered around them, and constantly humbled by the calibre of clients that allow The Practice to help them achieve great things.
Rob’s role in the business has evolved, mirroring the changing needs of our clients. As one of the founding Partners, he’s responsible for ensuring we deliver on the promises we make to clients, and maintaining the high levels of quality and service we are renowned for.
Level 10, 369 Royal Parade Parkville, VIC 3052
(03) 8888 4000
Craig Byron is a fully qualified CPA tax accountant with over 16 years’ public practice experience.
He has a wide tax knowledge with specialised knowledge in the areas of Temporary and foreign residents, small business (especially professional services), Self-Managed Super Funds, structuring and technical advice, tax for property investors, capital gains tax and professional individuals.
Craig has previous experience specialising in the medical and health services industry, managing the tax obligations throughout their careers, guiding them from graduates to running and managing their own medical practice.
Level 2 696 Bourke Street MELBOURNE VIC 3000
1300 823 011
Chloe holds a Bachelor of Accounting from La Trobe University and Master of Financial Management at the Australia National University.
She completed her Chartered Accountant program in 2019 and obtained the Merit Award for Financial Accounting, Taxation and Capstone module in the CA program. Chloe has over 7 years of experience in accounting in public practice and has previously had extensive experience for business services and high net wealth private clients. Chloe’s interest include Small Business Entities, Superannuation, management accounting, start-up, R & D, small business concessions, Crypto, business structures, and risk analysis.
Level 1, 452 Flinders Street
Melbourne VIC 3000
03 8651 6999
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