Experience is the difference!

We are a team of financial experts who are personally committed to providing exceptional results for individuals, businesses, and enterpreneurs.


We’re here to help you
and your business, succeed.

Name: Ms. Catherine Giannis - B Comm. Accounting, Marketing and Economics (Hons), AMC, Dip. Finance, JP

Role: Senior Finance and Investment Manager

Commencement period: June 2003

Educational background/Qualifications:

  • Bachelor degree in Commerce, majoring in Accounting and Marketing.
  • Honours in Economics
  • Accredited Mortgage Consultant
  • Member of Mortgage and Finance Association of Australia
  • Diploma in Financial Services (Finance/Mortgage Brokering)
  • Diploma in Financial Planning and Securities
  • Certificate in Real Estate
  • Justice of the Peace


  • Accounting
  • Real Estate Advice
  • Finance Advice
  • Internal systems
  • Design and Property Development
  • HR
  • Customer liasing

From 1999-2003:

  • Worked for PricewaterhouseCoopers and audited and did accounts for large clients such as Colgate, Inghams Chickens, 3M as well as many small boutique companies ranging from retail to building material companies.

From 2003 – current clients/industries include:

  • Doctors
  • Property development
  • Professional Services
  • Health and beauty
  • Hospitality
  • Food Industry
  • Cleaning
  • Builders and tradespeople
  • OHS and rehabilitation
  • Finance and financial services
  • Marketing