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Our Team

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Qualifications: Fellow of the Institute of Chartered Accountants

Practice Areas: Business Management, Taxation, Estate Planning.

Memberships: Member of the Institute of Chartered Accountants.

Lew has worked in Public Practice for all of his working life (47 years) and established his own business in Mornington, 40 years ago. Lew lives in Mornington, is a Past Commodore of the Mornington Yacht Club and is the current Chairman of Andrew Kerr Aged Care Ltd, an Aged Care Hostel in Mornington. His hobbies include sailing, gardening, and golf.






Memberships: CPA Australia

Qualifications: Bachelor of Business (Accounting), CPA, SMSF Specialist, Diploma of Financial Planning

Practice Areas: Superannuation Specialist.

Taxation Tony has over 17 years experience in public practice on the Mornington Peninsula as well as a four year stint as the Finance Manager of the Australian branch of an international study abroad university.

Throughout that time Tony began specialising in superannuation and performing audits for Self-Managed Superannuation Funds. Tony is a qualified SMSF Specialist, is Authorised Representative 1243532 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 551 002 and manages our superannuation consulting practice as well as looking after all our client superannuation matters including self-managed superannuation funds. He lives in McCrae and enjoys spending time with his young family, supporting the Western Bulldogs and fitting in a round of golf or two when he can.




Memberships: CPA Australia

Qualifications: Bachelor of Science in Business Administration (Accounting) CPA

Practice Areas: General Accounting and Taxation Services

Cristy arrived in Australia in 1997 with a Bachelor Degree in Business Administration major in Accounting and several years accounting work experience from the Philippines.

With over 19 years in public practice in Australia, Cristy manages our tax and accounting compliance clients and is responsible for providing advice on various areas of taxation and accounting matters. Cristy lives in Mornington with her husband and son and loves spending her holidays with family and friends.






Memberships: Institute of Public Accountants (FIPA)

Qualifications: Master of Commerce (Professional Accounting), Masters in Business Administration (MBA); Certificate II in Information Technology (Computer Applications); Certificate IV Training & Assessment; Certified Xero Consultant

Practice Areas: General Accounting and Taxation Services

Debbie has lived in Mornington since 1998 and has been with the firm since 2005 as an Accountant.

Debbie has recently completed her studies for a Masters in Business Administration (MBA). She served for several years on various community committees currently she is the treasurer and management team member for the local CFA brigade.















Sue is our bookkeeper, specialising in Xero and MYOB systems, she lives in Red Hill, has 3 beautiful boys and is the treasurer of the Rosebud & District Motorcycle Club.

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