Our Accredited Advisers and Accredited Firms have been selected as industry experts from around the country – all have many years of business experience and practice in advising business owners. They have undertaken our induction and advanced training programs and are licensed by us only after rigorous testing and accreditation.
They use our proprietary models, tools and templates to assist clients to maximise business value and achieve a successful exit. They are subject to our internal quality control models and come with our endorsement.
CEO and Director | Agilis Accountants & Advisors Pty Ltd
Jay has held several partnership positions in accounting firms across Brisbane and with his entrepreneurial mind-set, he has founded many businesses in finance, mortgage broking and media industries with a portfolio of over 3,000 clients. Not only does Jay appreciate the challenges of operating and managing Agilis Accountants & Advisors, he also enjoys providing suitable advice to clients and seeing them succeed in their businesses and personal lives. Jay’s problem-solving approach consistently benefits his broad range of clients, including legal firms, medical practitioners, property developers, construction, retailers, primary producers, recruiters and high net worth families.
Bachelor of Business Administration, Accounting & Finance | CA Program, Accounting & Business/Management | Diploma of Financial Planning |
Managing Director | Alternate Strategies
Richard aims to see clients succeed. He has owned and sold his own business along with assisting many other clients to grow and exit. His new venture, Alternate Strategies, is working along with Succession Plus to achieve similar results. Richard started his own Professional Services firm, grew it into a Partnership and then merged and eventually sold. He sought good advice and counsels clients to do the same. He has held Board roles in Government Education and Arts business entities who serviced a wide section of business with large employee and contractor teams. His own business grew to employ up to 30 people. Richard is a CPA qualified accountant and has held Financial Planning, Insurance and Finance certification. Richard’s focus is now on business leadership and mentorship to see people achieve their goals.
Bachelor of Business, Accounting & IT
Partner | Sammut Bulow Accountants + Business Advisors
Brad is a business solutions provider. His years of experience as an accountant has driven his passion to help businesses grow and adapt to new markets and increase their business value. As Partner of Sammut Bulow, Brad is a driving force in the expansion of its service delivery. An eye for opportunity, his entrepreneurial spirit has seen Sammut Bulow evolve from an accounting firm to a full-scale wealth creation provider. Brad and his team can help individuals and businesses at any stage of their life cycle achieve success. Brad has won the highly prized Ipswich Chamber of Commerce and Industry “Young Business Person of the Year” and “Business Person of the Year” awards.