Meet the Team
Jason Vincent has over 20 years experience in both the accounting and financial planning industries. Jason is a Chartered Accountant and holds a graduate diploma of Financial Services. Jason has held senior positions with BDO Melbourne and Palmer Newman, where he worked in both the audit and tax divisions.
BBus Acc. CA. DipFS
Jason has also worked extensively in the Financial Planning industry and has a strong understanding of investment methodologies. Jason's pastimes include enjoying the Summer Victorian Open Water Swim Series, indoor soccer, and backyard cricket with the family.
Director BBus Acc. CA.
Lisa Tucker is a Chartered Accountant with over 20 years experience in the accounting and tax profession. Over this time Lisa has developed a strong knowledge base and expertise across a number of industries including SME's, family business, Self Managed Superannuation Funds, Professional Service businesses, and Retail.
Lisa is passionate about helping clients with strategies for tax minimisation, wealth creation and protection, and retirement planning. Lisa has previously worked in senior tax roles with Grant Thornton Melbourne and WHK Horwath.