Your Accounting Team

Experienced, approachable accountants who are easy to deal with and focused on getting things right.


How our team works with you

Clear communication and reliable support.


We believe the best outcomes come from strong working relationships.


Our team takes the time to understand your situation, respond quickly and provide support that actually helps.



You can expect fast replies, plain language explanations and a team that follows through.




Meet your accounting team

Dedicated professionals supporting you behind the scenes.

Our team works together to support individuals and businesses across a wide range of accounting and tax needs.

Each person plays an important role in keeping things organised, compliant and running smoothly.

Steve Sloane

Managing Director

Josh

Lee

Director

Adam Jacobson

Accounting Principal


Gerleen Agus

Group Accountant

Rose Jane

Macasaquit

Accounting Assistant

Feriza Sanchez

Accounting Assistant

Dylan Romano

Operations Manager

Bohden

Langdon

Marketing Manager

Veronica

Waters

Human Resources Manager

Warren Tahum

IT and Data Officer

David
Evans

Financial Adviser

Nick
Cleal

Financial Adviser

Brayden
Duckworth

Financial Adviser

Billy
Norman

Senior Financial Adviser

Fei
Kong

Senior Financial Adviser

Steve
Sloane

Managing Director &
Senior Financial Adviser

Josh
Lee

Director &
Senior Financial Adviser

Let’s work together

A strong team makes a big difference.

If you are looking for an accounting team that is clear, responsive and easy to work with, book a free chat and let’s talk about how we can support you.

Brendan
Dilworth

Financial Adviser

Jasper
Gravell

Financial Adviser

Shreya Chindarkar

Financial Adviser

Luke
McNamara

Financial Adviser

Snehaa
Kumar

Financial Planning Assistant

Carolyn
Cranmer

Financial Planning Assistant

Snehaa
Kumar

Financial Planning Assistant

Carolyn
Cranmer

Financial Planning Assistant

Common Questions About Our Financial Advice

We address frequent inquiries to help you understand how our advice can support your financial goals. Clear answers make it easier to decide when and how to engage with our advisers.

  • What types of financial advice do you offer?

    Our advisers provide guidance on superannuation, retirement planning, tax strategies, debt management, cashflow optimisation, insurance, estate planning, and investing beyond super. Each plan is tailored to your unique situation.
  • How do I book a meeting with an adviser?

    You can schedule a session directly through each adviser’s booking page, accessible via their profile. This ensures you pick a time that suits your schedule without delays.
  • Is your advice suitable for all stages of life?

    Yes, we work with young professionals, families, business owners, pre-retirees, and expats. Our advice adapts to your current needs and future goals, no matter your life stage.
  • Do you offer support beyond financial advice?

    Link Wealth Advice is part of a broader group including mortgage broking and accounting services. We can connect you with these teams for a comprehensive financial solution.
  • What can I expect during my first meeting?

    Your adviser will listen to your goals, review your current finances, and outline a clear plan. The conversation is straightforward, jargon-free, and focused on practical next steps.