Our People

Tom joined the Adrians Team in July of 2024 as the Chief Executive Officer. In his role, he will lead all aspects of the business, spanning across Business Advisory, Private Wealth, Tax Compliance, Operations, and Human Resources.

Tom has brought extensive knowledge and expertise to Adrians, stemming from his 30 year tenure in the financial services industry. Over the years Tom has held positions as General Manager and Managing Director at MLC, which also involved MLC Foundation responsibilities for circa $1m p.a. to Lifeline, fuelling his passion as an advocate for mental health.

He has chaired the Board and worked on sub committees of 6 firms with operations in accounting, private wealth, and finance across Australia, all of which were ASX listed subsidiaries. Within these firms he occupied the title of Chair of Compliance, Investment, and Remuneration Committees.

In addition to these accomplishments, Tom was responsible for major projects and strategic plans with large, listed ASX companies through too small to medium sized professional practices and has been a Responsible Manager on 3 major Australian Financial Services Licenses.

At a personal level Tom has been married for 24 years and has two daughters that have now graduated St Margarets school. He was previously the President of the St Margarets Parents and Friends Association, showcasing Tom’s dedication and pride for his family. Tom also enjoys playing sports, and is a long-term member and player for the University of Queensland Cricket Club and the Royal Queensland Golf Club.

Qualifications:

• Member and Graduate of the Australian Institute of Company Directors (GAICD)
• B.Com, B.Ec University of Queensland
• Graduate Diploma of Applied Finance and Investment (FINSIA)
• Advanced Diploma of Financial Planning (Kaplan) and completed FASEA Exam

Justin joined the Adrians team in 2024 as our Head of Operations before becoming the Chief Operating Officer and brings over 25 years of extensive experience in the financial services industry to his role. With a strong commitment to client growth and long-term success, he has consistently delivered outstanding advice and service throughout his career. Justin has brought this passion to Adrians and plays a major role in helping us deliver the outstanding advice and service that our clients have come to expect from us. Justin’s leadership extends to managing the day-to-day operations of Adrians’ accounting and private wealth teams, driving improvements in business processes, and playing a pivotal role in the company’s forward momentum.

Prior to joining Adrians, Justin served as General Manager of a boutique financial planning business, where he streamlined operations and elevated the client experience. He also held key roles in compliance and audit services for one of Australia’s largest financial planning organizations, served as a senior educator in a prominent learning and development team, and has significant experience as a financial planner, providing financial advice to clients.

In his spare time Justin enjoys combining his love for spending time with his wife and daughter and travelling, which has led him to explore other countries including Japan and India.

Qualifications:

• Master of Financial Planning
• Graduate Certificate in Management
• Diploma of Financial Planning
• Certificate IV in Workplace Training & Assessment

Sally has over 30 years experience as a qualified accountant and has 24 years of experience in professional practice as well as working for JP Morgan in London.  Sally is a qualified Fellow Chartered Accountant and her time in professional practice has been predominantly in business advisory, working with owner-managed businesses and high net wealth individuals.  She has worked with clients from a wide range of industries including wholesale, retail, building, engineering consulting, design & creative agencies, medical and investment. Sally is proud of the fact that she has clients today that she started working with in the early 90’s as a graduate accountant. Her longevity in the profession means she is well placed to advise businesses whatever stage in their business life cycle.

Specialisations:

• Complex tax advice including tax consolidation, small business CGT concessions and international matters
• Business structuring for start-ups
• Business restructures
• SMSF’s

Qualifications: 

• Bachelor of Business – Accountancy
• Graduate Diploma in Advanced Accounting
• Chartered Accountant

Faisal joined the Adrians practice in 2008 as a graduate accountant and has worked his way up through the ranks and is now a Partner within the firm.  He has a passion for working with family businesses to create value within their businesses and help them realise their aspirations.  He has a very keen focus on trouble-shooting difficult situations and strategizing solutions to move forward.  He has had extensive experience within the SME business and SMSF space and in dealing with government regulatory bodies such as the ATO. Faisal is a registered Tax Agent and qualified CA, having completed the relevant training for advisory in public practice.  He hails from a background of academic excellence, having been awarded a number of merits through his studies.

Specialisations:

• Entity structuring and business planning
• SMSF compliance and advisory
• Cloud systems mapping and process improvement
• Complex ATO management and negotiation

Qualifications: 

• Bachelor of Commerce with Major in Accounting
• Chartered Accountant
• RG146, Licensing: Training of financial product advisers

Angeline has been helping businesses for more than 25 years and has been a part of the Adrians team since 2013. Previously she ran a business consulting firm and held various Financial Management roles in large multinational businesses. She is a wife, mother and CPA, holding a Bachelor of Business in Accounting and Computing. Angeline practices in business advisory and taxation but is incredibly passionate about strategic planning, business efficiency and cloud systems architecture. Angeline helps her clients work out what they want to achieve in life and to define the roadmap to make goals happen. She is a skilled facilitator and problem solver, who believes that there is always a better way. She has deep expertise in working with business owners to devise structured plans to build value in their businesses via the Adrians Value Creation Plan process. In her spare time, she enjoys wakeboarding, snow skiing, reading, watching AFL with her family and volunteering with local organisations to help young people achieve more in life.

Specialisation:

• Business Planning
• Business Process Refinement
• Cloud Systems Architecture
• Management Reporting and KPI Development

Qualifications: 

• Certified Practising Accountant
• Bachelor of Business – Major in Accounting & Computing

Christine has 27 years experience as an accountant and business adviser and has been a member of the Adrians team for the last 20 years. Christine has deep experience working with a variety of industries including retail, manufacturing, agricultural, building and investment businesses.  A passion for Christine is being a trusted business adviser to help her clients grow and increase the value of their business. Christine’s knowledge, and personal approach enables her to establish strong connections with clients and to help achieve their goals.  Over many years of experience, Christine has partnered with many family businesses to help them build sustainable value in their businesses and create enduring wealth.

Specialisations: 

• QBCC reporting
• Complex Tax Planning
• Succession planning
• Cash flow and budgeting

Qualifications:

• Bachelor of Commerce
• Chartered Accountant – CAANZ
• Justice of the Peace

Hayley joined the Adrians team in January of 2022 as a Senior Associate. Coming from KPMG, Hayley has plenty of experience in compliance and advisory services for SME’s and the individual affairs of the business owners. Hayley has experience in the preparation of tax compliance for all entity types and the management of complex tax events. Her industry specialities include clients in the engineering, construction, manufacturing, franchising, property development and real estate.

Hayley is passionate about offering advisory services to assist her clients in achieving their business milestones, to grow and maintain their success. Away from the office, Hayley trained as a figure skater for 8 years between the ages of 10 to 18!

Qualifications:

• Bachelor of Business – Major in Accountancy
• Chartered Accountant

David has more than 20 years of experience providing advice to senior executives, small business owners and retirees. He has been with Adrians Private Wealth since 2017, joining the business to further his work in helping clients reach their goals. He has assisted many clients navigate through growing their personal and business wealth and transition to retirement. He also believes in giving back to the community, with continued involvement in pro bono work. Including work with the Cancer council to provide free assistance to those people who have been diagnosed with cancer and suffering financial hardship.

Specialisations:

• Generating Wealth
• Estate Planning and Wealth Protection
• Retirement Advice
• SMSF Advice

Qualifications: 

• Bachelor of Commerce, Banking Finance and Risk Management
• Master of Financial Planning
• Certified Financial Planner ®
• Kaplan Certificate in Self-Managed Superannuation ™
• Kaplan Certificate in Margin Lending and Geared Investments
• Specialist Member of the SMSF Association
• Member of the FPA
• Tax (Financial) Adviser

David van den Berg Authorised Representative No. 263500 of Adrians Private Wealth Pty Ltd ABN 35 619 714 377 which is a Corporate Authorised Representative No 1257272 of Adrians Wealth Management Pty Ltd Australian Financial Services Licence No. 522841. Your adviser may offer your services through Adrians Private Wealth Pty Ltd and Adrians Partners Pty Ltd which are each separate businesses.

Dimitri has over 25 years’ experience in financial planning and investment advice. Dimitri’s success has been built on providing personalised strategic advice coupled with a strong commitment to a proactive ongoing advisory relationship. Dimitri is a Certified Financial Planner and an active member of Australia’s peak professional body in financial planning the FPA. It is this commitment and personalised service that ensures his clients and their future generations celebrate the life they have worked hard to achieve.

Dimitri specialises in working closely and partnering with:

• High income families
• Small business owners
• Pre and post retirees

Qualifications: 

• Bachelor of Commerce
• Certified Financial Planner ®

Tim started with the Adrians team in October of 2023 as one of our Adrians Private Wealth Partners. Tim has more than 25 years of experience providing advice to management, small businesses and pre/post retirees.  He has assisted many clients navigate their financial journey through growing, protecting and preserving their wealth. Tim spends his weekends with his wife Naomi and their 3 kids.  He has recently returned to playing more golf as the kids get older.

Qualifications:

• Bachelor of Commerce
• Graduate Diploma of Applied Finance and Investment
• Certified Financial Planner ®
• Specialist Member of the SMSF Association
• Member of the FAAA
• Tax (Financial) Adviser

Justin joined Adrians Toowoomba team in March of 2024, when he and his advice team migrated their existing business into the group. He has more than 20 years of experience in the Financial Services industry, including the Agribusiness sector.

Justin specialises in providing advice to business owners, high income families and clients from a rural background.  He has a strong background in investment markets, having previously worked within one of Australia’s largest stockbroking and wealth management businesses. He has assisted many clients navigate through growing their personal and business wealth and transition to retirement.

Justin believes in giving back to the community where possible, using his spare time to involve himself in assisting non-for-profit and charities in the management of their investments.

Qualifications:

• Diploma of Financial Services
• Graduate Diploma of Applied Finance and Investment
• Bachelor of Business (Agribusiness)
• Member of the Financial Advice Association of Australia

Jackson joined Adrians Toowoomba team in March of 2024, when he and his advice team migrated their existing business into the group. He joined the Financial Services industry in 2012, gaining experience in both SMSF Accounting & Financial Planning, and has been providing advice to clients since 2016. Jackson specialises in planning for business owners, high income families and clients from a rural background.  He has a strong background in investment markets, having previously worked within one of Australia’s largest stockbroking and wealth management businesses for over 10 years.

Understanding each client has a unique set of circumstances, he looks to understand the complete picture of a client’s situation to develop a tailored financial plan to meet their goals and objectives.  Jackson loves having the opportunity to improve a client’s wellbeing through reducing their potential financial anxieties.

Outside of work, Jackson enjoys regular exercise and playing golf with friends, but has found a new passion in spending time with his young family.

Qualifications:

• Bachelor of Commerce, Accounting and Finance
• Advanced Diploma of Financial Planning
• Accredited Aged Care Specialist
• Member of the Financial Advice Association of Australia

Sally has over 30 years experience as a qualified accountant and has 24 years of experience in professional practice as well as working for JP Morgan in London.  Sally is a qualified Fellow Chartered Accountant and her time in professional practice has been predominantly in business advisory, working with owner-managed businesses and high net wealth individuals.  She has worked with clients from a wide range of industries including wholesale, retail, building, engineering consulting, design & creative agencies, medical and investment. Sally is proud of the fact that she has clients today that she started working with in the early 90’s as a graduate accountant. Her longevity in the profession means she is well placed to advise businesses whatever stage in their business life cycle.

Specialisations:

• Complex tax advice including tax consolidation, small business CGT concessions and international matters
• Business structuring for start-ups
• Business restructures
• SMSF’s

Qualifications: 

• Bachelor of Business – Accountancy
• Graduate Diploma in Advanced Accounting
• Chartered Accountant

Faisal joined the Adrians practice in 2008 as a graduate accountant and has worked his way up through the ranks and is now a Partner within the firm.  He has a passion for working with family businesses to create value within their businesses and help them realise their aspirations.  He has a very keen focus on trouble-shooting difficult situations and strategizing solutions to move forward.  He has had extensive experience within the SME business and SMSF space and in dealing with government regulatory bodies such as the ATO. Faisal is a registered Tax Agent and qualified CA, having completed the relevant training for advisory in public practice.  He hails from a background of academic excellence, having been awarded a number of merits through his studies.

Specialisations:

• Entity structuring and business planning
• SMSF compliance and advisory
• Cloud systems mapping and process improvement
• Complex ATO management and negotiation

Qualifications: 

• Bachelor of Commerce with Major in Accounting
• Chartered Accountant
• RG146, Licensing: Training of financial product advisers

Angeline has been helping businesses for more than 25 years and has been a part of the Adrians team since 2013. Previously she ran a business consulting firm and held various Financial Management roles in large multinational businesses. She is a wife, mother and CPA, holding a Bachelor of Business in Accounting and Computing. Angeline practices in business advisory and taxation but is incredibly passionate about strategic planning, business efficiency and cloud systems architecture. Angeline helps her clients work out what they want to achieve in life and to define the roadmap to make goals happen. She is a skilled facilitator and problem solver, who believes that there is always a better way. She has deep expertise in working with business owners to devise structured plans to build value in their businesses via the Adrians Value Creation Plan process. In her spare time, she enjoys wakeboarding, snow skiing, reading, watching AFL with her family and volunteering with local organisations to help young people achieve more in life.

Specialisation:

• Business Planning
• Business Process Refinement
• Cloud Systems Architecture
• Management Reporting and KPI Development

Qualifications: 

• Certified Practising Accountant
• Bachelor of Business – Major in Accounting & Computing

Christine has 27 years experience as an accountant and business adviser and has been a member of the Adrians team for the last 20 years. Christine has deep experience working with a variety of industries including retail, manufacturing, agricultural, building and investment businesses.  A passion for Christine is being a trusted business adviser to help her clients grow and increase the value of their business. Christine’s knowledge, and personal approach enables her to establish strong connections with clients and to help achieve their goals.  Over many years of experience, Christine has partnered with many family businesses to help them build sustainable value in their businesses and create enduring wealth.

Specialisations: 

• QBCC reporting
• Complex Tax Planning
• Succession planning
• Cash flow and budgeting

Qualifications:

• Bachelor of Commerce
• Chartered Accountant – CAANZ
• Justice of the Peace

Hayley joined the Adrians team in January of 2022 as a Senior Associate. Coming from KPMG, Hayley has plenty of experience in compliance and advisory services for SME’s and the individual affairs of the business owners. Hayley has experience in the preparation of tax compliance for all entity types and the management of complex tax events. Her industry specialities include clients in the engineering, construction, manufacturing, franchising, property development and real estate.

Hayley is passionate about offering advisory services to assist her clients in achieving their business milestones, to grow and maintain their success. Away from the office, Hayley trained as a figure skater for 8 years between the ages of 10 to 18!

Qualifications:

• Bachelor of Business – Major in Accountancy
• Chartered Accountant

Kimberley has 30 years’ experience at a professional practitioner, board, and business owner level in the financial services sector, spanning business advisory, accounting, and wealth management. Kimberley is a Director and a shareholder of Adrians, one of Australia’s leading boutique integrated Chartered Accounting and Wealth Management firms. Kimberley is also a Director of Adrians Wealth Management, the business via which Private Wealth Advice is provided to clients.

Kimberley’s role at Adrians includes Business Advisory, Tax Compliance and Strategic Planning. At the same time, she is still playing an active role as the trusted adviser to a selection of the firm’s business clients. Kimberley sits on the Advisory Boards of a number of these businesses, many of whom are high profile QLD success stories, with whom she has worked closely for years, providing strategic advice.

After finishing university with a Bachelor of Commerce she commenced her studies to become a Chartered Accountant (CA), achieving the Certificate of Merit Award for top 5% of candidates in Australia for Financial Reporting with CA ANZ, and was admitted as a Chartered Accountant in 2000. Kimberley has also completed the Executive Program with a focus on Leading Professional Services Firms at Harvard Business School in the USA.

With a focus on giving back to the industry and community, Kimberley is on the Public Practitioner Panel for Chartered Accountants Australia and NZ, (CAANZ) and plays a formal mentoring role for a number of junior accountants at the early stages of their careers. In recognition of years of service to the profession, in 2021 Kimberley was admitted as a Fellow of the CA ANZ.

Kimberley has also held Board roles in not for profit organisations including as a Director of Habitat for Humanity NSW and Queensland.

Jim has been with Adrians since 1993 starting as the Managing Partner & Director and now working as a Partner in advisory & tax. Originally from Victoria, Jim worked with another boutique accounting firm from 1980 to 1993 where he made partner in 1986. After moving to Brisbane Jim had purchased what was then named the Adrian, Warry & Hoppner firm. Jim now works with Adrians as a mentor, advisory support and deals with higher level client consultations. He spends his day assisting other team members with client related queries and with client communications where required. Jim is a mentor to all of the Adrians team especially the Accounting Partners as he has set a benchmark for Adrians level of work and client experience. Jim is passionate about getting results for his clients in difficult financial or business-related situations. He also loves to see the younger Adrians team develop and grow within their roles and become experienced professionals in the firm he pioneered.

Qualifications:

• Chartered Accountant Fellow
• Registered Company Auditor

Yi brings over 19 years of experience in Accounting and Business Advisory and has been a valued member of the Adrians team since 2005. After graduating in 2002, she began her career as an internal accountant in a leading manufacturing firm, where she built a strong foundation in commercial finance. Since joining Adrians, Yi has steadily progressed through the ranks – earning her reputation through dedication, depth of knowledge, and strong client relationships – ultimately stepping into her current role as Senior Associate.

Over the years, Yi has advised clients across a broad range of industries including building and construction, medical, manufacturing, real estate, automotive, and investment entities. Known for her trusted advice and strategic insight, Yi specialises in areas such as budgeting, cash flow management, tax planning, group business structures, and capital gains tax concessions for small businesses.

Yi’s bilingual background has been instrumental in supporting overseas business owners, particularly in export/import operations. Her collaborative approach has helped clients grow, consolidate, and enter new markets with confidence – an achievement she takes great pride in.

Specialisations:
+ Tax planning
+ Group business structure
+ Business consolidation
+ QBCC reporting

Qualifications:
+ Bachelor of Commerce and Bachelor of Information Technology
+ Chartered Accountant and Certified Practising Accountant (prize-winner for best overall results)
+ Chinese work experience: Suzhou Commodities Exchange

Eve has been a dedicated member of the Adrians team for over 15 years, serving as a trusted Client Manager. She provides a comprehensive range of accounting, tax, and business services, along with consulting advice tailored to the unique needs of small businesses and their family groups.

Starting her career in 2002 as a trainee accountant, Eve gained her Chartered Accountant qualification in 2008 and has since built a wealth of experience in the accounting industry. What truly sets Eve apart is her passion for building lasting relationships—she takes pride in getting to know her clients personally and supporting them as they achieve their goals.

Eve works remotely from regional New South Wales, where she enjoys life with her husband and three children. Her commitment to both her clients and her family reflects her strong values and grounded approach to business.

Qualifications:
+ Bachelor of Business
+ Chartered Accountant
+ Xero Certified Advisor

Veronica has been a valued part of the Adrians team for over 10 years, bringing a strong mix of technical expertise and a people-first approach to her role as Client Manager. Before joining Adrians, she gained three years of experience as an undergraduate at another Brisbane-based firm, laying the foundation for her career in accounting and advisory.

Veronica is passionate about helping clients make sense of their numbers, so they can focus on growing their business and building long-term value. She thrives on reducing the stress that often comes with managing finances—ensuring her clients feel supported, informed, and confident in their decisions.

Outside of work, Veronica channels her energy into competitive dance sport—a lifelong passion she’s pursued since the age of four.

Qualifications:
+ Chartered Accountant
+ Bachelor of Business

Ann’s professional journey is a testament to lifelong learning and reinvention. After completing her university studies, she joined Adrians as a graduate accountant and has since worked her way up to become a trusted Client Manager. She now supports a diverse portfolio of clients, including companies and superannuation funds, guiding them through complex tax matters with clarity and care.

Before making the leap into accounting and advisory, Ann spent 21 years as a practicing veterinarian and ran her own successful veterinary clinic. Her background in science and business ownership gives her a well-rounded perspective and a deep understanding of the challenges faced by small business owners.

Outside of work, Ann enjoys cooking, cycling, and hiking. She also continues to give back to the community by volunteering her veterinary skills with the charity Pets in the Park.

Qualifications:
+ Bachelor of Veterinary Science
+ Postgraduate Diploma in Business (Major in Professional Accounting)

With over 30 years of experience in public practice, Catherine brings a wealth of knowledge and insight to her role as Client Manager. She has spent the majority of her career specialising in taxation and business services, primarily supporting boutique to medium-sized businesses within a small practice environment.

Catherine is passionate about building strong, lasting relationships with her clients and their families. She takes pride in offering tailored, practical advice to help businesses not only meet compliance obligations but also grow with confidence. Her expertise spans tax planning, business structures and restructuring, and comprehensive taxation advice.

Qualifications:
+ Bachelor of Business (Major in Accounting)
+ Chartered Accountant

Linh has been working in the accounting industry since 2012 and became a part of the Adrians team in November 2022. With experience across a wide range of industries – including building and construction, earthmoving, medical, horse racing and breeding, and hospitality – Linh brings a versatile and practical approach to her client work.

She enjoys supporting small business clients with budgeting, cash flow management, tax planning, group business structures, and navigating capital gains tax concessions. Linh’s advice is always rooted in real-world experience – she previously owned and operated a café and understands firsthand the challenges business owners face day to day.

Outside of work, Linh is known for her talent in the kitchen and makes a particularly impressive batch of macarons.

Qualifications:
+ Bachelor of Commerce (Dual Majors in Accounting and Finance)
+ Certified Practising Accountant (CPA)
+ Xero Certified Advisor

Jason joined the Adrians team in March 2024 as a Supervisor and quickly became a valued Client Manager. Prior to this, he worked at a boutique accounting firm in Melbourne, where he specialised in business services and tax compliance for high-net-worth individuals, large family groups, and small-to-medium enterprises.

With a strong background in advisory and compliance, Jason enjoys helping clients make informed financial decisions that support both their personal and business goals. He brings a thoughtful, solutions-focused approach to client relationships, backed by solid technical expertise.

Outside of the office, Jason is a passionate home cook and enjoys spending time outdoors. He’s also a proud supporter of the Collingwood Football Club.

Qualifications:
+ Bachelor of Commerce (Majoring in Accounting & Finance)
+ Chartered Accountant

Chloe joined the Adrians team in April 2023 as an Intermediate Accountant and has quickly progressed into a Senior Accountant role, thanks to her dedication and growing expertise. Since graduating with a finance degree in 2021, she has been building a strong foundation in accounting and advisory services, supporting clients with accuracy, care, and a fresh perspective.

Beyond the numbers, Chloe has a passion for exploring new cultures—especially through food. She’s already travelled to 11 countries and is always looking forward to her next adventure.

Qualifications:
+ Bachelor of Business (Major in Finance)

Harriet began her journey with Adrians in December 2020 as a Bookkeeper, joining the team straight out of high school. Since then, she has steadily built her expertise and recently completed her Bachelor of Advanced Business in 2024. Now working as an Accountant, Harriet combines her hands-on experience with fresh academic insight to deliver valuable support to clients and the wider Adrians team.

Outside of work, Harriet enjoys spending time with her family and friends, and has a love for travel and exploring different cultures—her European holiday stands out as a favourite. She also keeps active by playing social sports.

Qualifications:
+ Bachelor of Advanced Business (Accounting and Finance)

Koichi joined the Adrians team in January 2024 as an Accountant, bringing with him a breadth of experience gained across a variety of industries—including sporting education, and import/export operations. His well-rounded background allows him to approach accounting challenges with a practical and adaptable mindset.

Having completed his Master of Professional Accounting in 2023, Koichi is now an associate member of CPA and continues to build his professional capabilities. He is passionate about supporting clients with accuracy and care, helping them navigate their financial landscape with confidence.

Outside of work, Koichi is an avid sports fan. He especially loves soccer, having previously held both a coaching and referee license, and follows a wide range of sporting teams with enthusiasm.

Qualifications:
+ Master of Professional Accounting
+ Associate Member of CPA

Devi joined the Adrians team in February 2024 as an Accountant, bringing a unique blend of analytical and commercial experience. Prior to joining Adrians, she worked as a regional sales analyst in the communications sector and completed a Graduate Program with Brisbane City Council—further enhancing her understanding of business operations and public sector dynamics.

With a strong academic foundation in both commerce and accounting, Devi applies a business-focused perspective to her client work, delivering practical insights and dependable support.

Outside of work, Devi is an enthusiastic traveller with plans to complete a road trip around Australia. She also enjoys discovering new cuisines and drawing inspiration from global flavours to create her own delicious recipes.

Qualifications:
+ Master of Professional Accounting and Business Administration
+ Bachelor of Commerce (Accounting major)

Deborah has been a valued member of the Adrians team since 1999, initially joining as a Client Manager. In 2013, she transitioned into a dedicated bookkeeping management role, where she continues to provide essential support to clients across a wide range of financial functions.

Starting her career in 1994 with a local firm on the Gold Coast, Deborah brings decades of experience to her role. She specialises in creditor and bank reconciliations, invoicing, and BAS preparation. Deborah is passionate about keeping her clients’ financial operations running smoothly and prides herself on being a dependable and organised partner in their business journey.

Qualifications:
+ Bachelor of Commerce – Major in Accounting
+ Chartered Accountant
+ Registered Tax Agent

Regina has been an integral part of the Adrians team for over 15 years, specialising in bookkeeping and compliance support for a broad range of clients. Regina is the Adrians Group expert in resolving Xero-related issues and providing training to help clients gain confidence in managing their own bookkeeping.

Regina began her career in the accounting industry in 2000 as an office manager at a boutique firm, quickly transitioning into the accounts division where she worked on financials and tax returns for large business groups. After spending a few years travelling abroad, Regina returned to Australia and brought her experience and problem-solving mindset to Adrians.

Regina takes pride in building her clients’ capability and enjoys helping them streamline their processes. Outside of work, she’s passionate about chemical-free living and is a dedicated recycler.

Qualifications:
+ Bachelor of Commerce – Major in Accounting and Business Law

Mila supports the Adrians team as a dedicated Bookkeeper, focusing on helping clients manage their systems and Xero files effectively. She finds the most rewarding part of her role is troubleshooting and resolving issues that ease stress and save time for clients.

With a strong foundation in accountancy and CPA credentials, Mila brings a thoughtful and efficient approach to her work. Outside the office, she enjoys unwinding with true crime documentaries.

Qualifications:
+ S Accountancy
+ Certified Practising Accountant

Sarah joined the Adrians team in January 2024 as an Undergraduate Accountant. After four years of experience in the legal sector, she decided to pursue her passion for business and numbers by stepping into the accounting world. Sarah is currently completing a Bachelor of Business/Law with a major in Accounting, supported by an academic excellence scholarship.

Outside of work and study, Sarah enjoys hiking with friends and family—her favourite adventure so far being the Milford Track in New Zealand. She’s also a keen reader who loves getting lost in a good book.

Qualifications:
+ Recipient of the Russell Cowie Award from the Queensland Historical Teachers Association

Daniel joined the Adrians team in April 2024 as an Undergraduate Accountant. He is currently studying a Bachelor of Commerce at the University of Queensland, building a strong foundation in accounting and finance.

Prior to joining Adrians, Daniel gained valuable experience as the Treasurer of the University of Queensland’s Ski Club, where he was responsible for managing the club’s bookkeeping and budgeting. This role sparked his interest in applying practical accounting skills in real-world settings.

Outside of work and study, Daniel enjoys staying active through sports, particularly tennis and snowboarding, which he finds both energising and rewarding.

Suzanna joined Adrians in January 2023 as a Client Service Officer, bringing with her over 15 years of experience in administration, including seven years specifically within the accounting industry. Her strong organisational skills and client-focused approach make her a valuable part of the Adrians team, ensuring our clients receive timely and professional support.

With a solid background in both general administration and accounting, Suzanna plays a key role in supporting our accounting team and maintaining seamless client service operations.

Outside of work, Suzanna enjoys spending time with her family and making the most of weekends at the Gold Coast.

Qualifications:
+ Certificate IV in Accounting and Bookkeeping

Amelie joined the Adrians team in March 2022 as an Administration Assistant and has since progressed into her current role as a Client Service Officer. Her strong work ethic, adaptability, and dedication to providing excellent client service have made her a valued member of the team.

Before joining Adrians, Amelie spent five years working in the hospitality industry in Victoria. During this time, she developed strong interpersonal and multitasking skills—experience that now supports her success in a client-facing role. Amelie is always eager to grow professionally and enjoys contributing to the smooth day-to-day operations of the office.

Outside of work, she enjoys reading and spending quality time with her family.

David has more than 20 years of experience providing advice to senior executives, small business owners and retirees. He has been with Adrians Private Wealth since 2017, joining the business to further his work in helping clients reach their goals. He has assisted many clients navigate through growing their personal and business wealth and transition to retirement. He also believes in giving back to the community, with continued involvement in pro bono work. Including work with the Cancer council to provide free assistance to those people who have been diagnosed with cancer and suffering financial hardship.

Specialisations:

• Generating Wealth
• Estate Planning and Wealth Protection
• Retirement Advice
• SMSF Advice

Qualifications: 

• Bachelor of Commerce, Banking Finance and Risk Management
• Master of Financial Planning
• Certified Financial Planner ®
• Kaplan Certificate in Self-Managed Superannuation ™
• Kaplan Certificate in Margin Lending and Geared Investments
• Specialist Member of the SMSF Association
• Member of the FPA
• Tax (Financial) Adviser

David van den Berg Authorised Representative No. 263500 of Adrians Private Wealth Pty Ltd ABN 35 619 714 377 which is a Corporate Authorised Representative No 1257272 of Adrians Wealth Management Pty Ltd Australian Financial Services Licence No. 522841. Your adviser may offer your services through Adrians Private Wealth Pty Ltd and Adrians Partners Pty Ltd which are each separate businesses.

Dimitri has over 25 years’ experience in financial planning and investment advice. Dimitri’s success has been built on providing personalised strategic advice coupled with a strong commitment to a proactive ongoing advisory relationship. Dimitri is a Certified Financial Planner and an active member of Australia’s peak professional body in financial planning the FPA. It is this commitment and personalised service that ensures his clients and their future generations celebrate the life they have worked hard to achieve.

Dimitri specialises in working closely and partnering with:

• High income families
• Small business owners
• Pre and post retirees

Qualifications: 

• Bachelor of Commerce
• Certified Financial Planner ®

Tim started with the Adrians team in October of 2023 as one of our Adrians Private Wealth Partners. Tim has more than 25 years of experience providing advice to management, small businesses and pre/post retirees.  He has assisted many clients navigate their financial journey through growing, protecting and preserving their wealth. Tim spends his weekends with his wife Naomi and their 3 kids.  He has recently returned to playing more golf as the kids get older.

Qualifications:

• Bachelor of Commerce
• Graduate Diploma of Applied Finance and Investment
• Certified Financial Planner ®
• Specialist Member of the SMSF Association
• Member of the FAAA
• Tax (Financial) Adviser

Justin joined Adrians Toowoomba team in March of 2024, when he and his advice team migrated their existing business into the group. He has more than 20 years of experience in the Financial Services industry, including the Agribusiness sector.

Justin specialises in providing advice to business owners, high income families and clients from a rural background.  He has a strong background in investment markets, having previously worked within one of Australia’s largest stockbroking and wealth management businesses. He has assisted many clients navigate through growing their personal and business wealth and transition to retirement.

Justin believes in giving back to the community where possible, using his spare time to involve himself in assisting non-for-profit and charities in the management of their investments.

Qualifications:

• Diploma of Financial Services
• Graduate Diploma of Applied Finance and Investment
• Bachelor of Business (Agribusiness)
• Member of the Financial Advice Association of Australia

Jackson joined Adrians Toowoomba team in March of 2024, when he and his advice team migrated their existing business into the group. He joined the Financial Services industry in 2012, gaining experience in both SMSF Accounting & Financial Planning, and has been providing advice to clients since 2016. Jackson specialises in planning for business owners, high income families and clients from a rural background.  He has a strong background in investment markets, having previously worked within one of Australia’s largest stockbroking and wealth management businesses for over 10 years.

Understanding each client has a unique set of circumstances, he looks to understand the complete picture of a client’s situation to develop a tailored financial plan to meet their goals and objectives.  Jackson loves having the opportunity to improve a client’s wellbeing through reducing their potential financial anxieties.

Outside of work, Jackson enjoys regular exercise and playing golf with friends, but has found a new passion in spending time with his young family.

Qualifications:

• Bachelor of Commerce, Accounting and Finance
• Advanced Diploma of Financial Planning
• Accredited Aged Care Specialist
• Member of the Financial Advice Association of Australia

Tom started with Adrians as a Paraplanner in 2020 and became a Financial Adviser after completing his Master of Financial Planning and his professional year. Tom’s move to Financial Adviser recognises his hard work and contribution to the business. He continues to work closely with the Principal Advisers in the preparation of advice for clients.

Tom is dedicated to helping our clients reach their financial goals. With personalised guidance and support, he builds strong relationships and creates comprehensive financial plans. Tom monitors progress, provides education, and offers ongoing support to ensure clients stay on track.

Qualifications:

• Bachelor of Commerce – Major in Finance
• Masters in Financial Planning

Eliza joined the Adrians Private Wealth Toowoomba team in March 2024 as a Financial Adviser. She began her career in the financial services industry in 2018 as a Paraplanner while completing her Bachelor of Commerce at Deakin University, majoring in Financial Planning. Since then, she has successfully completed the Professional Year Program and transitioned into providing holistic financial advice.

Eliza is passionate about simplifying the complexities of financial planning. She strives to remove the stress often associated with financial decision-making and is committed to helping clients build clear, achievable pathways toward their financial goals.

Outside of work, Eliza enjoys visiting her family on their rural property, where she spent her childhood and now finds a peaceful escape.

Qualifications:
+ Bachelor of Commerce (Major in Financial Planning)
+ Completed Professional Year Program

Garry joined the Adrians team in October of 2023 as a Partner on the Private Wealth side. Garry founded his own Financial Services practice, GCA Financial, 50 years ago. Garry has a passion for helping individuals and families secure their financial futures by providing personalised financial advice. Garry is a Sydney University graduate with majors in Maths, Physics and Psychology. He is also a lover of motor sports and snow skiing.

Qualifications:

• Bachelor of Arts (Mathematics)
• Advanced Diploma of Financial Planning
• Diploma of the Australian Institute of Insurance
• Diploma of Education
• Member of the Financial Advice Association of Australia (FAAA)
• Qualified Relevant Tax Provider

Andrew joined the Adrians team in October 2023 as a Senior Paraplanner and now leads the team as Paraplanning Manager. With over two decades of experience in the financial services industry, Andrew brings a depth of knowledge and a client-centric approach to his work.

He began his career in 2000 at one of the big four banks and has since supported a wide range of clients in navigating their personal and professional wealth journeys. His expertise in financial planning strategy and documentation ensures our clients receive high-quality, tailored advice.

Outside of the office, Andrew enjoys spending time with his family and playing golf. He also has a passion for landscape photography, often combining it with his love of hiking.

Qualifications:
+ Diploma of Financial Planning (DipFP)
+ Master of Commerce (Financial Planning) – MCom(FinPlan)

Robert joined the Adrians team in October 2023 as a Paraplanner, bringing with him two years of paraplanning experience and three years as an Associate Adviser. His background provides a strong foundation in both technical strategy and client service, supporting the delivery of high-quality advice.

Robert holds a Bachelor of Commerce, majoring in Financial Planning, as well as a Bachelor of International Business. He also successfully passed the FASEA Exam in 2021, further demonstrating his commitment to professional standards in the industry.

Outside of work, Robert enjoys training in Brazilian Jiu Jitsu and has a passion for travel, always looking forward to exploring new corners of the world.

Qualifications:
+ Bachelor of Commerce (Major in Financial Planning)
+ Bachelor of International Business
+ Passed FASEA Exam (2021)

Sam joined the Adrians Private Wealth Toowoomba team in March 2024 as a Paraplanner. He began his career in the financial services industry in early 2023, initially working in a Client Services role before progressing into the more technical area of paraplanning.

Sam holds a Bachelor of Business, majoring in Finance, and is currently undertaking a Graduate Diploma of Financial Planning. He is also in the process of completing his Professional Year, working toward becoming a qualified Financial Adviser.

Outside of work, Sam enjoys socialising and brings people together each week by hosting a tabletop games night at his local university.

Qualifications:
+ Bachelor of Business (Major in Finance)
+ Studying Graduate Diploma of Financial Planning
+ Completing Professional Year Program

Bianca joined the Adrians team in March of 2024 as a Paraplanner. With 9 years experience in the world of finance, and 5 years in a paraplanning role, Bianca brings a wealth of knowledge to the team. Bianca graduated from a Bachelor of Commerce, and also holds an Advanced Diploma of Financial Planning.

In her spare time Bianca keeps herself fit by training for and competing in triathlons. She is currently training for the Ironman World Championship in September of 2024.

Qualifications:

+ Bachelor of Commerce (Majoring in Accounting and Finance

+ Advanced Diploma of Financial Planning

Genevieve joined the Adrians team in November 2023, initially working with the Bookkeeping team before transitioning into her current role as Advice Quality Coordinator within the Private Wealth division. With a strong attention to detail and a passion for process improvement, Genevieve supports the delivery of high-quality, compliant financial advice across the team.

She brings with her valuable experience from the retail sector and gained early exposure to the mining industry through her involvement in a Queensland Mineral and Energy Academy camp in Mount Isa. Genevieve is currently pursuing a dual degree in Engineering and Business, further expanding her technical and commercial skillset.

Outside of work, Genevieve is a competitive netball umpire, and enjoys rock climbing and reading in her spare time.

Qualifications:
+ St Margaret’s Valedictorian
+ Studying a Bachelor of Engineering / Bachelor of Business (Dual Degree)

Fiona has been a valued member of the Adrians team since August 2020, working as a Client Service Officer alongside Private Wealth Partner Dimitri Petridis. With a strong focus on client care, Fiona is passionate about delivering outstanding service and takes pride in going the extra mile to ensure clients feel supported and well looked after.

Fiona brings a wealth of experience to her role, having previously worked in the travel industry with Ansett, Virgin, and Qantas. She later broadened her professional background by working at an Indigenous education centre in the Northern Territory, further deepening her commitment to community and service.

Her diverse experience and dedication to client satisfaction make Fiona an integral part of the Adrians Private Wealth team.

Mia joined Adrians Private Wealth in September 2024 as a Client Service Officer, bringing with her over seven years of experience in client services within the Private Wealth sector. She is dedicated to delivering a high standard of support and takes pride in creating a seamless and positive experience for every client.

Mia thrives on building strong relationships and enjoys working closely with clients to help them achieve the best possible outcomes.

Outside of work, Mia is a devoted pet owner to her two cats and two dogs—her beloved “fur children.” She also has a background in classical ballet, which remains a cherished creative outlet in her spare time.

Julie-Anne joined the Adrians team in October 2023 as a Client Service Administrator. With over a decade of experience in the financial services industry, she brings a wealth of knowledge in administration and client support.

Passionate about providing a positive and seamless experience, Julie-Anne takes pride in being part of her clients’ financial journey and is always ready to assist wherever she can. Her friendly and proactive approach makes her a valued member of the Adrians team.

Outside of work, Julie-Anne enjoys Pilates and spending quality time with her two daughters.

Qualifications:
+ Business College Diploma

Kristen joined the Toowoomba branch of Adrians Private Wealth in July 2024 as a Client Services Administrator and was soon promoted to Client Service Officer, recognising her dedication and capability. With over four years of experience in administration and financial services, Kristen brings valuable industry knowledge and a client-first approach to her role.

She takes great pride in her work and enjoys supporting clients throughout their journey with our advisers, ensuring they feel informed and well cared for every step of the way.

Outside of the office, Kristen loves spending time in the great outdoors, often heading off on camping trips and 4WD adventures with her partner.

With over 10 years of experience in administration and customer service across professional services, marketing, and eCommerce, Hannah brings deep operational insight and a practical mindset to the Adrians team. Since 2021, she has worked in small business general management, building clarity and structure to help businesses thrive. Before that, Hannah ran a content creation business, gaining firsthand experience with the challenges and milestones of the small business journey—including the importance of understanding key business metrics.

Hannah is natural organiser with a passion for streamlining systems, she combines strategic thinking with a genuine appreciation for the human side of business. Outside of work, she enjoys life as a proud mum of two boys, and loves to share her adventures with her spirited Smoodle named Toto. Hannah is also a coffee aficionado and won’t be caught in the office without one!

Qualifications
+ Bachelor of Arts

Emman is the Management Accountant at Adrians, responsible for preparing internal financial reports, overseeing bookkeeping for Adrians Group entities, and managing year-end compliance. With a strong focus on accuracy and insight, Emman is passionate about producing reports that support informed decision-making and effective business management.

Emman’s expertise and analytical approach make him a valuable asset to the team, helping drive internal performance and financial clarity. Outside of work, Emman enjoys staying active through kickboxing and expresses his creativity through photography, often documenting his travels through the lens.

Qualifications:
+ Certified Practising Accountant – Philippines
+ Chartered Accountant

Alisha is the Client Experience Manager at Adrians Group, leading the team responsible for ensuring every interaction—whether in the office, at events, or through phone and email – reflects the high standard of service Adrians is known for. Alisha has brings over a decade of customer service experience across industries including food service, retail, and events. Her passion for creating exceptional client experiences and her approachable nature make her a key part of the Adrians team.

Before Adrians, Alisha worked in the events sector, helping university graduates across Australia celebrate their achievements. Her strong background in both customer service and event coordination makes her a valuable asset to the client experience journey at Adrians.

Outside of work, Alisha enjoys exploring new recipes, spending time with family and friends, and playing social netball.

Qualifications:
+ Certificate III in Retail Operations
+ Tertiary-level courses in Literature, Sociology & Psychology

Nicole has been a valued member of the Adrians team since 2006. As part of the Administration Support team, she plays a key role in managing incoming and outgoing client correspondence, along with handling important ASIC and ATO-related updates and tasks.

With a strong attention to detail and a proactive attitude, Nicole is always ready to lend a hand around the office and is committed to supporting a smooth and efficient workflow for the wider team. Outside of work, Nicole enjoys spending time in the garden and heading off on camping trips.

Fionnuala joined the Adrians team in October 2024 as Receptionist & Administrative Officer and is a key part of the Operations team. With over five years of customer service experience, she brings a positive, client-focused approach to her role and is always looking for new ways to enhance the Adrians client experience.

Fionnuala is currently working toward a Bachelor of Advanced Business, majoring in Finance and Business Analytics, further strengthening her capabilities in both client service and business operations.

Outside of work, Fionnuala is a passionate reader of both classic and contemporary literature, and enjoys running in nature to stay fit and refreshed.