Our Firm

Our Team

Sydney Accountant Team

Rose Guerin [Picture]

Rosemarie Guerin, CA CPA
B.Bus (Acctg) Dip. Law LLM (Exeter)

  • Wealth Creation
  • SMSF Superannuation Specialist
  • Tax Planning
  • Audit and Risk
  • Management Consulting
  • Private Wealth

Rose leads the firm's management advisory division as well as servicing her own accountancy and taxation clients. Rose has chosen not to be a financial adviser, believing that this enables her to provide completely independent advice free from any form of conflict.

A special area of interest to Rose is in the establishment and running of Self Managed Superannuation Funds, including the provision of taxation advice in this area.

Another facet to Rose is her trusted adviser role to families. Here she is involved extensively with estate and succession planning issues and takes a leading role in mentoring and counseling families. Rose takes on a confidante role to these families, working with the family members to achieve financial goals, while importantly, maintaining family harmony.

Rose is a board member for several audit and risk committees for various State Government Agencies and is also a trusted board member on various Not-for-Profit organisations.

Rose has a Bachelor of Business Degree, as well as a Diploma in Law and a Masters Degree in International Business Law, with a specialisation in international taxation. Rose is also a member of the following professional accounting bodies:

  • Member of the Institute of Chartered Accountants in Australia
  • Member of the Certified Practising Accountants in Australia.

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Irina Hollander [Picture]

Irina Hollander
B.Ec, MBus(Acc&Fin), CA, CTA (Chartered Tax Advisor)
Principal – Taxation Advisory

Irina holds a Bachelor of Economics and Master of Business in Accounting & Finance degrees and is a Member of the Institute of Chartered Accountants in Australia and a voting Member of The Tax Institute. From 1995 Irina has pursued a career in accounting, working as a Management Accountant in a variety of commercial enterprises, including construction engineering, shipping, management consulting, stockbroking and venture capital. Since 2001 she has been specialising in the area of taxation and business services working as a hands-on Business Services Manager on financial affairs of a variety of individuals, entities and groups.

Irina is passionate about optimizing financial outcomes while providing a quality intuitive service.

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Glen James [Picture]

Glen James
Financial Advisor

Glen James is a licensed Financial Adviser holding a Diploma in Financial Services (Financial Planning) obtained from FINISIA. Glen has a particular focus on wealth protection and estate planning. He is an Authorised Representative of Apogee Financial Planning Limited, ASIC no. 345316.

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