Ershad is an accomplished accountant with over 15 years of experience. Renowned for his exceptional professionalism, he has garnered a reputation for delivering outstanding service to his clients, particularly in the realms of property investment and business consultation.
Passionate about empowering his clients to achieve greater financial success, Ershad offers expert advice on diverse areas, including tax minimization, investment properties, start-up business structures, business restructurings for asset protection coupled with future growth, and exit strategies. With a dedicated and enthusiastic team of accountants, Ershad has propelled the Investax office to new heights.
When meeting with Ershad, clients not only benefit from the insights of a qualified and registered accountant but also from the wisdom of an experienced property investor with multiple successful ventures under his belt. As a business owner committed to excellence, Ershad’s guidance goes beyond conventional accounting, making him a valuable asset for anyone seeking financial growth and prosperity.
Defy brings over 15 years of extensive experience in accounting and taxation to the table. Her diverse clientele includes property developers, investors, café and restaurant owners, retail/shop owners, medical practitioners, barristers, web designers, and many others.
With her wealth of experience, Defy possesses the necessary tools and knowledge to craft personalized strategies that deliver maximum value for her clients.
Beyond being a Certified Practising Accountant, Defy is an accomplished property investor
herself. Her impressive property portfolio sets her apart as someone who not only talks the talk but walks the talk. Her dedication to assisting clients is evident through her meticulous attention to detail and vast expertise, which has proven invaluable to those she serves.
In her leisure time, Defy indulges her passion for traveling and exploring different types of
cuisine.
Qualifications:
- Certified Practising Accountant (CPA) Australia
- Bachelor of Business – Majoring in Accounting and Finance, Curtin University
- Xero Certified Adviser
Aaron takes great pride and satisfaction from working with his clients to deliver the right advice and ensure they are provided with the right home loan for their circumstances. He believes the right lender and products are essential, but how you structure your loans can save you thousands of dollars in the long run.
When he’s not saving people money on their home loans, Aaron enjoys spending time with his two young daughters, playing golf and has a great passion for music. He plays the guitar and piano, often backing them up with some mediocre vocal support, much to the disappointment of his daughters!
Aaron Hickey is a credit representative number 495791 of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)
Rodel has worked as an adviser in major financial institutions and accounting groups in Sydney as well as Hong Kong, advising a diverse range of clients and businesses with their wealth management needs.
Rodel joined the financial advice industry in 2003, is a Certified Financial Planner, holds a Bachelors in Business & Economics, Masters in Advanced Finance and a Diploma in Financial Services (Financial Planning). He is a member of the Financial Planning Association.
Rodel will work closely with you, establishing your goals and priorities, explaining possible strategies, illustrating your options—and always making sure the planned strategy suits you and your family.
If you’re seeking answers to a single specific financial issue, Rodel can tailor a strategy to that need or build you a comprehensive, multi-faceted financial plan that clarifies your different needs, prioritises your goals, integrates the solutions and evolves with you, over time.
Alliance Wealth Pty Ltd, AFSL No. 449221 ABN 93 161 647 007