Jay is a seasoned strategist and leader with a track record of success across diverse sectors. He has held pivotal roles of the last 20 years in business strategy, financial planning, corporate partnerships, and wealth advisory.
With a career spanning government policy development to financial advice and property consulting to NGO work, Jay brings a wealth of experience to his role.
Geoff Moore has over 35 years of experience in Financial Services, progressing from securities dealer assistant to financial planning network management.
He holds directorial positions in Newhaven Group Pty Ltd and Newhaven Wealth Pty Ltd, and is a Responsible Manager for Newhaven Wealth’s Australian Financial Services License.
With a track record in strategic planning and business structuring consultancy for Financial Services and Accounting firms, he founded successful ventures, advised on licensing and compliance and founded Masterfund investment businesses.
With over 40 years’ experience in public practice, Bruce stands as a distinguished figure in the field of accounting.
Throughout his career, Bruce has been a Director of large accounting firms specialising in personal, business, and superannuation taxation, always offering invaluable expertise to his clients.
Renowned for his comprehensive understanding of tax regulations and his ability to navigate complex financial landscapes, Bruce continues to be a trusted advisor, providing tailored solutions and strategic insights to clients and the Newhaven Accounting team.
Lloyd is a senior accountant with over a decade of dedicated experience specialising in SMSF taxation.
With qualifications and accreditations as an expert in SMSF taxation, Lloyd demonstrates a deep understanding of the intricacies of the SMSF field.
Beyond his technical expertise, Lloyd excels in team building and management, fostering collaborative environments where his teams thrive. He continues to be a trusted advisor, offering strategic guidance and innovative solutions to all our SMSF tax clients.
With over a decade of experience in administration, Adriana has established herself as a proficient business manager.
She has served as an administrator and Executive Assistant to Dean of College at RMIT University as well as held diverse administrative and operational roles in both corporate and government sectors.
Her expertise lies in streamlining operations, managing projects, and facilitating seamless business functions.
With over 18 years of expertise in financial advice, specialising in risk insurance, Steve has cultivated a wealth of experience across various financial services firms, ranging from large corporate advice firms to mid-tier advice providers.
He has consistently provided tailored solutions to a diverse clientele, ensuring their financial security and well-being. Renowned for his strategic insights and personalised approach, Steve boasts a track record of delivering great outcomes for his clients.
Emma is a professional mortgage broker with a diverse background in customer care roles.
Emma brings personalised service and expertise to every client interaction, assisting clients from a range of financial backgrounds secure the right and best loan.
Committed to finding the best loan solutions, Emma offers guidance and support throughout the process. Emma’s clients not only secure competitive rates but also gain a thorough understanding of their financial options.