Smart Solutions. Genuine Care. Lasting Financial Freedom.

As leader of the Financial Planning team, Adam loves helping people achieve their goals. His main focus is on assisting high income earners build wealth and for his high net wealth and retiree clients to preserve their assets and enjoy their well earned retirement.

Qualifications

Bachelor of Commerce, University of Queensland
Graduate Diploma of Financial Planning, Securities Institute (now FINSIA)
CERTIFIED FINANCIAL PLANNER®, Financial Planning Association
Certificate in Applied Tax, Tax Institute of Australia

Experience

Assisting clients with their financial planning needs since 1999
Authorised representative (Financial Adviser) since 2000
Director/Partner of Accounting and Financial Planning firms since 2007

Specialty

Leading high-earning executives and business owners navigating complexities and future planning.

Starting as a graduate in 2005, Brett is now one of two Financial Planning Directors. Brett’s main goal is to provide exceptional financial advice to clients and help them achieve a worry-free retirement. He loves problem-solving and ensuring his clients’ financial futures are secure. Brett is a Certified Financial Planner® professional, meeting extensive training and experience requirements and committing to the highest ethical standards that put his clients’ interests first. Brett is also a member of the Financial Advice Association of Australia (FAAA), standing with Australians for a better financial future. Outside of work, Brett loves hiking, mountain biking, and spending time with his family, including his kids’ sports such as basketball, gymnastics, and touch football.

Qualifications

Bachelor of Commerce (Financial Planning & Accounting), Griffith University
Graduate Diploma of Financial Planning, FINSIA (now Kaplan)
CERTIFIED FINANCIAL PLANNER®, Financial Planning Association

Experience

Over 10 years of experience in financial planning
Authorised representative since 2009
Completion of the FPA Life Risk Specialist course

Specialty

Guiding successful business owners, professionals, and retirees on structuring and optimising significant wealth for long-term success.

Jeff has been working in accounting with Altitude since 2012. He enjoys helping clients build better businesses by providing comprehensive tax advice and support, working closely with our Accounting and Financial Planning teams. As a sounding board for profit, people, and process challenges, Jeff aligns tax and business advice with advice from our financial planning team to meet unique client needs.

He loves sharing his knowledge with clients and working with our financial advisers. Jeff is an avid Lions fan and enjoys park runs. With Jeff’s expertise, clients can make confident business decisions and secure their financial future.

Qualifications

Bachelor of Commerce (Accounting), University of Queensland
Associate of the Institute of Chartered Accountants Australia and New Zealand
Chartered Tax Advisor, Taxation Institute of Australia

Experience

Assisting clients with their accounting needs since 2001
Chartered Accountant (CA) since 2011
Chartered Tax Adviser (CTA) since 2016
Director/Partner of Accounting and Financial Planning firms since 2016
Treasurer of the Australasian Academy of Podiatric Sports Medicine since 2014

Speciality

Advising high-earning executives and business owners on navigating financial complexities and future planning.

Rebecca started with Altitude in 2017 as a Graduate Paraplanner and has progressed in her role through to Financial Adviser and becoming our Head of Financial Planning . She enjoys helping the business succeed as well as mentoring the next generation of financial advisers.

She is also passionate about helping people and lifting adviser standards. Rebecca has completed both her Master in Financial Planning as well as has achieved the CERTIFIED FINANCIAL PLANNER® status. CERTIFIED FINANCIAL PLANNER® is the highest level of professional designation in the financial planning industry and is a standard recognised internationally. CFP® professionals have met extensive training and experience requirements, and commit to the highest ethical standards that require them to put their clients’ interests first.

She is also a member of the Financial Advice Association of Australia (FAAA) and is committed to standing with Australians for a better financial future. She believes better financial advice will influence the financial wellbeing of all Australians and in making meaningful and positive difference to people’s lives.

In her spare time Rebecca enjoys watching a range of sports. She is also a mother and likes spending time with her young family.

Qualifications

Bachelor of Commerce (Finance), University of Queensland

Master of Financial Planning, Western Sydney University

CERTFIED FINANCIAL PLANNER®

Currently registered with ASIC as a Financial Adviser (no. 1301741)

Experience

Working in customer service since 2011

Working in financial planning since 2017

After 5½ Years as the Business Manager of Altitude, James was responsible for getting our systems, processes, and integrations working more efficiently. Having done this successfully, he is now applying those many years of experience in Business/Operations Management and Innovations/Technology to assist our business Clients in doing the same.

James revels in the opportunity to work with businesses who are looking for solutions to maximise their own use of technology, improve their processes and integrate their systems. He wants to provide our clients with advice on where they should consider investing their technology spend to make their businesses more profitable, easier to operate, and with a healthier work/life balance.

Experience

Technical (Business Innovations Manager, Information Technology Manager, Junior Technician) – 10 Years
Business Management (Business Manager, Practice Operations Manager, Operations Manager) – 8 Years
Sales (Technical Account Manager, Account Manager, Sales Coordinator) – 3 Years

Speciality

Empowers professional services businesses with integrated technology and data solutions that drive efficiency and growth.

Matt is the Accounting Manager at Altitude, supporting executives, business owners and international clients with complex tax and financial matters.

He specialises in clients with larger structures and multi-jurisdictional tax affairs, including residency considerations and the interaction between the Australian tax system and overseas regimes such as those in the United States and United Kingdom.

Matt works closely with clients to manage tax obligations efficiently while removing the administrative burden that often accompanies complex financial affairs. He also supports business clients with budgeting, cashflow and tax planning as part of broader performance and strategy discussions.

Outside of work, Matt spends most of his time with his two daughters or working through projects around the house. He also enjoys tinkering with cars — an activity that can be equally satisfying and frustrating depending on the repair.

Qualifications

Bachelor of Business (Accountancy), Queensland University of Technology

Experience

Assisting clients with their accounting needs since 2007

Speciality

Advising high-earning executives and business owners on navigating financial complexities and future planning.

Adam’s goal is to provide clients with sound financial advice and make informed decisions, save time and assist with complexity. He provides holistic advice that can incorporate investments, superannuation and self-managed super funds (SMSF), retirement planning, family trust and company structures, salary sacrifice, corporate share plans, insurance, projections and goal tracking.

Qualifications
Bachelor of Business (Banking & Finance), Queensland University of Technology
Graduate Diploma in Applied Finance, FINSIA/Kaplan
Diploma of Australian Taxation Law, Tax Institute Australia
CERTIFIED FINANCIAL PLANNER® (CFP®), Financial Planning Association
Registered Tax (Financial) Adviser, Tax Practitioners Board

Experience
Over 16 years experience in financial planning
Authorised Representative since 2012

Specialty
Helping high-income earners and retirees optimise structures and secure long-term financial freedom.

Since starting at Altitude in 2008, Janik has been able to acquire a higher level of technical knowledge around financial strategies, Superannuation, Centrelink benefits, investments and insurance. He specialises in Financial/Strategy Projections and is able to accurately quantify what you need to achieve (i.e. save, spend or invest …) in order to accomplish your financial and lifestyle goals. He enjoys putting together effective strategies so that his clients can “Live for the now, but not sacrifice the future.” When not hard at work, Janik enjoys spending his spare time with his family.

Qualifications

Bachelor of Commerce (Financial Planning), Griffith University
Graduate Diploma of Financial Planning, Kaplan

Experience

Assisting clients with their financial planning needs since 2008

Speciality

Empowering individuals to grow and protect their wealth through smart strategies.

Since joining Altitude in 2019, Mitchell has progressed to Senior Accountant, gaining extensive experience across client accounting and tax services. He is currently completing his Chartered Accountant (CA) studies and is focused on delivering practical solutions and guidance to help clients manage their financial and tax matters with confidence.

When he’s not at work, Mitchell enjoys spending time outdoors, keeping active through sports, and discovering new music.

Qualifications

Bachelor of Commerce (Accounting), Griffith University

Experience

Assisting in the preparation of individual tax returns since mid-2018

Speciality

Assisting hard-working business owners and retirees to minimise tax, optimise structures, and secure long-term financial freedom.

Graduating from Griffith with a Bachelor of Commerce, Majoring in Accounting, Jake began working at Altitude in July 2021. Jake enjoys working with people most of all, he is a friendly and easy-to-like person. Always interested in the lives of colleagues and clients. When Jake isn’t working, he likes to spend his time with friends or exercising. In his downtime he is an avid reader. Jake’s favourite sports team is the Brisbane Broncos.

Qualifications

Bachelor of Commerce (Accounting), Griffith University

Speciality

Supporting business owners and young professionals as they build momentum in their financial journey.

Jamie is an enthusiastic and dedicated Financial Adviser who has been with Altitude since March 2019. As a highly valued member of our Financial Planning team, Jamie is committed to helping his clients gain the knowledge and skills they need to make informed financial decisions. He is adept at breaking down complex financial concepts and strategies into easy-to-understand terms, empowering his clients to take control of their finances and achieve their goals.

Jamie’s commitment to excellence extends beyond the office. He is an avid sportsman, regularly participating in TRL, and enjoys taking his dog, Banjo, for long walks. Jamie’s passion for life, coupled with his expertise in financial planning, makes him an ideal partner for anyone looking to build a brighter financial future.

Qualifications

Bachelor of Commerce, Griffith University

Master of Financial Planning, Kaplan

Currently registered with ASIC as a Financial Adviser (no. 1301752)

Experience

Working in financial planning since 2019

Speciality

Encouraging young Australians to get started — building strong foundations for their financial future.

Sam joined Altitude in April 2021 and is now a Provisional Financial Adviser. Sam enjoys applying himself to improving his clients’ financial situation in the bigger picture, knowing that he is positively affecting the future livelihood of individuals and their families with personalised care. Understanding their situation through SOAs and managing the insurance needs of respective clients. Outside of work, Sam likes getting active by playing squash, touch football, and golf. His favourite sports team is the Brisbane Broncos.

Qualifications

Bachelor of Commerce (Economics), Griffith University
Master of Financial Planning, Kaplan
Currently registered with ASIC as a Provisional Financial Adviser (no. 1314673)

Speciality

Supporting hard-working individuals starting out and building confidence that they can achieve their financial goals.

Brendan joined Altitude in 2023 as a Graduate Paraplanner. He holds a Dual Bachelor’s degree in Business and Behavioural Science and is currently advancing his expertise through a Master of Financial Planning. Brendan is passionate about making a meaningful impact in the lives of our clients. He thrives on guiding individuals through their financial journeys and is dedicated to helping them achieve lasting financial freedom. His ongoing commitment to professional growth continues to enhance the value he brings to Altitude and the clients we serve.

Outside the office, Brendan unwinds by going for a run or taking his dog for a walk. He also enjoys watching a good movie or taking to the field for a game of football.

Qualifications

Dual Bachelor’s degree in Business (Financial Planning) and Behavioural Science (Psychology), Queensland University of Technology
Currently registered with ASIC as a Provisional Financial Adviser (no. 001317728)

Speciality

Inspiring young people to make smart financial decisions early to set up long-term success.

Riannah joined the Altitude team as an Accountant in September 2022. Her attention to detail enables her to provide valuable support to our Senior Accountants and Directors, ensuring that we consistently deliver top-notch services to our clients. Riannah takes pride in her work and finds great satisfaction in seeing the positive impact of her contributions to our clients’ success. When she isn’t working, you’ll find Riannah at the beach, playing sport with friends, listening to music to relax, or watering her plant babies.

Qualifications

Bachelor of Commerce (Accounting) and Bachelor of Laws, University of Sunshine Coast

Speciality

Partnering with focused business owners, investors, and retirees to minimise tax, optimise structures, and secure long-term financial freedom.

Joining Altitude in 2024 as a Graduate Paraplanner, Ocean brings a fresh perspective and a passion for financial planning to the team. She is energised by the opportunity to make a meaningful difference in our clients’ lives by building lasting relationships while assisting them in achieving financial freedom.

Outside of work, Ocean loves getting lost in the pages of a book by the beach or enjoying breakfast and a coffee while spending quality time with her young family at the park.  She enjoys coin collecting and breeding purebred long-haired Dachshunds.

Qualifications

Bachelor of Business (Economics), Griffith University

Kahli joined the Altitude team in May 2025 as a Paraplanner within our Financial Planning team. As a recent graduate, Kahli is excited to begin her career in financial planning, with a strong desire to learn, grow, and work alongside the team to deliver the best outcomes for clients. With a love for numbers and a passion for helping people, she is eager to build meaningful connections and make a positive difference in clients’ lives.

Since moving to the Gold Coast from New Zealand, Kahli has been enjoying beach walks, sunrises, Pilates, good coffee, and exploring the best local food spots — often with friends in tow. She’s also a lifelong hockey player and may even bring her gear over from New Zealand once she settles in.

Qualifications

Bachelor of Business (Finance & Marketing), Massey University, New Zealand

Will joined the Altitude team in June 2025 as a Paraplanner while completing his Bachelor of Business majoring in Finance and Financial Planning at QUT. As part of the financial planning team, Will supports the advice process by assisting with the preparation and development of strategies designed to help clients achieve their long-term financial goals. He is passionate about building his knowledge of the profession and developing the skills needed to help clients navigate important financial decisions with confidence.

Outside of work, Will enjoys keeping up with sport, particularly AFL and NBA basketball. He also spends much of his free time at the gym or catching up with friends and family — often over a game of footy or cricket.

Qualifications

Bachelor of Business (Finance & Financial Planning), QUT

Ethan joined Altitude in 2025 after graduating from Griffith University with a Bachelor’s degree in Financial Planning and Economics. As part of the Financial Advising team, Ethan is focused on building a strong foundation in the industry while developing the skills needed to support clients at every stage of their financial journey.

Ethan is particularly motivated by the opportunity to learn, grow and eventually make a meaningful difference in our clients’ lives. With a strong interest in the financial advice profession, he values the combination of technical knowledge, problem-solving and personal connection that the role offers.

Outside of work, Ethan enjoys spending time with friends and family and keeping up with sport, particularly the NRL, NFL and NBA. When not watching from the sidelines, you’ll often find him staying active at the gym or out on the golf course.

Qualifications

Bachelor of Financial Planning & Economics, Griffith University

Zara started with Altitude in August 2013 as a Junior Administration Officer. In July 2015 she moved over to the Financial Planning team, and has since progressed to be our Senior CSO. Her main focus is to provide assistance to the Financial Planning Team and to help clients with their administration-related queries. With her friendly and polite demeanour, Zara prides herself in making both our clients and the Financial Planning Team happy.

Qualifications

Diploma of Leadership & Management

Certificate III in Business Administration (Legal)

Certificate II in Business Administration

Practice Managers Program Certification

Experience

Working in Administration since 2011

Danielle joined the Altitude team in April 2025 as a Junior Client Services Officer, bringing with her over four years of experience in customer service roles. She is excited about the opportunity to continue learning and developing her skills, while supporting both colleagues and clients to the best of her ability and contribute to delivering a great client experience. Outside of work, Danni enjoys going on little adventures and road trips, making the most of her downtime by exploring new places.

Experience

Working in customer service roles since 2021

Maren began her journey with Altitude in 2023, assuming the role of Accounts Administrator. Equipped with a bachelor’s degree in business and a wealth of practical experience gained from diverse administrative and accounts roles, Maren approaches her responsibilities with boundless enthusiasm and a commitment to excellence. Her meticulous attention to detail contributes to the smooth functioning of Altitude’s bookkeeping clients.

Beyond the office, Maren has a love for travel, exploring new destinations and immersing herself in different cultures. She is also an avid reader constantly seeking new knowledge and insights from books.

Qualifications

Bachelor of Arts in Social Sciences, Tallinn University of Technology
Diploma of Business, Kent Institute Sydney
Diploma of Marketing, Technical College of Western Australia

Stacie has been a part of our Team for over a decade, bringing a wealth of experience in administration, marketing, and client services. Stacie has held a variety of roles since commencing at Altitude in 2014 and is now serving as our Office Manager. She plays a key role in supporting both the office and administrative teams, ensuring smooth operations and exceptional client service. She takes pride in fostering strong relationships with our valued clients, always approaching her work with warmth and professionalism. When she’s not busy in the office, Stacie enjoys indulging in a good book and spending quality time with her four wonderful children at home. Her dedication to her work and family makes her an invaluable asset to our team.

Experience

6 years experience in Real Estate Property Management
Working in Administration since 2014

Qualifications

Certificate IV in Property Services

Karen began working with Altitude in 2017 as a Client Services Assistant with the Accounting team. Karen’s main focus is the setup and completion of tax compliance jobs ready to present to our clients, as well as providing support to the team with a wide variety of internal tasks.

Karen is in her sixteenth year as both a Queensland resident and working as an Admin/Client Services Assistant for Accounting firms across Southern Queensland. Hailing from Tasmania, her previous work background was incredibly varied ranging from Retail, Hospitality, Call Centre to Cave Guide.

In her spare time, you can find Karen teaching Zumba classes or exploring the great outdoors through camping.

Karen looks forward every day to a new challenge and something out of the ordinary. There is never a dull day here!

Experience

Working in administration and accounting since 2009

Client Service Administration Certification

Anna joined Altitude in 2025 as a Receptionist and Administrative Assistant, bringing with her a strong foundation in administration and a genuine passion for supporting both clients and colleagues. She holds a Certificate IV in Arts Administration and plays a key role in ensuring the day-to-day functioning of the office runs smoothly. Anna is often the first point of contact for clients and is dedicated to creating a welcoming, organised and positive experience from the moment they connect with Altitude.

Outside of work, Anna enjoys unwinding through painting, particularly when she can spend time outdoors capturing landscapes. Adding a unique dimension to her background, she was previously a circus performer and teacher, and still enjoys juggling and practising acrobatics in her spare time.

Experience

Working in administration since 2018

As a consultant with our company, Brent enjoys helping his clients achieve their business and financial goals. Brent’s business planning and valuation expertise enables him to assist businesses with financial management, taxation, succession planning and business growth strategies. Brent has over 20 years experience, including Business Planning Consulting with a wide variety of businesses, including professional service firms and goods wholesalers.

Qualifications

Bachelor of Business (Accounting), Queensland University of Technology

Graduate Diploma in Applied Finance, Kaplan

Associate, Institute of Chartered Accountants,

Australia and New Zealand

Associate, Tax Institute of Australia

Member of Australian Institute of Company Directors

Experience

Assisting clients with their accounting needs since 2000

Chartered Accountant since 2007

Jake provides clients with support as a member of our helpdesk ICT team. In his role, he enjoys solving problems and working with technology to achieve the best outcomes for clients. In Jake’s personal time you will find him watching TV show reruns, working on or refurbishing one of his many home projects, or playing video games.

Qualifications

Bachelor of Games and Interactive Entertainment, Queensland University of Technology

Clinton joined the Altitude team as an IT professional with a Bachelor of Information Technology. In his role, he thrives on working directly with clients, resolving issues quickly, and tackling complex problems that require strong problem-solving skills. Clinton enjoys the challenge of finding effective solutions and the satisfaction of delivering great outcomes for clients.

Outside of work, Clinton values spending time with family and friends, often over a board game. On weekends, you’ll often find him outdoors enjoying fishing, camping, or 4WDing.

Qualifications

Bachelor of Information Technology (Computer Science), QUT

MS900 Microsoft Certification