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Gary Nagyidai
B. Bus, B. App. Sci., CMC, CPA
Authorised Representative 236694
MFAA Accredited Mortgage Consultant
Gary’s 18 years of commercial experience spans many disciplines and industries; including Stock Broking, Superannuation, Banking & Finance, Accounting, General Management, Management Consulting, Project Management and Business Development. This breadth of experience allows him to analyse clients’ personal and business opportunities as part of a “bigger picture”.

As a member of CPA Australia (Certified Practicing Accountant) he believes the key to prudent planning is to formulate strategies that are appropriate, easily understood and manageable. Gary stresses the need to establish clear and reasonable expectations regarding risks and returns to give clients financial peace of mind. “There’s no point chasing high returns if you can’t sleep at night”.

In addition to extensive experience with diverse investment strategies and products, formal accreditation as a mortgage consultant enables Gary to research loans with an extensive range of bank and non-bank lenders to provide vital mortgage finance and advice for clients. We view this as an important service that provides considerable benefit to clients that many financial advisors tend to undervalue, or overlook.

Gary’s mission is to assist you in all aspects of your finance and business affairs to attain the lifestyle you desire.

Greg Thomas
B. Bus. (Accounting)
Registered Tax Agent
Greg has 10 years experience in business and the past 7 years has been spent as a tax accountant and was a member of the Australian Society of Certified Practicing Accountants (CPAs) and now holds membership of the National Institue of Accounts (NIA). As a registered tax agent Greg advises clients on tax planning, business structures, bookkeeping and can prepare and lodge tax returns, business activity statements and ASIC returns.

His goal is to assist clients to perform regular tax administration and to achieve tax-effective outcomes by developing tax strategies that are both reliable and easily managed.

Eta Nagyidai
Dip Bus. (Accounting), Dip Mktg, AMC
Eta has 15 years experience in business management, customer service and administration. In addition to a disciplined approach to business management, Eta prides herself on her commitment to service quality. Her attention to the detailed requirements of clients ensures efficiency and reliability for the benefit of all clients. Eta has a wealth of experience with many business accounting systems and is an Accredited Mortgage Consultant with the Mortgage & Finance Association of Australia (MFAA).