Inspiration drives our people.
So they inspire freedom in you.
Accounting & Structuring Team:
Our people blend accuracy and strategy.
Andrew Pearce
Adviser, Director, Head of Growth
Freedom = Diving
As a Business Adviser, Andrew challenges business owners to embrace change in the way in which they run their business to maximise efficiencies and to help grow their enterprises. This results in them taking back control and having the clarity and confidence to make sound business decisions, all of the time.
Andrew provides essential strategic advice for small business owners to help them reach their full business potential and maximise their business’s value, focusing on streamlining processes and driving net profits up. His skills and background as a small business owner ensures he is well placed to offer advice on every element within the business model.
Bachelor of Commerce
Cert IV Leadership and Management
Accredited Mental Health First Aider
Bruno Palermo
Head of Accounting, Senior Adviser
Freedom = Football
Bruno says he is very proud that he was born and raised in Hobart. On the weekends he enjoys playing soccer, hitting the gym and enjoying the fun and busyness of raising his two daughters with his wife. He is a passionate Chair of Variety Tasmania. Variety – the Children’s Charity supports kids and families who are facing many challenges through sickness, disadvantage or living with additional needs.
Mark Guy
Adviser
Freedom = Playing golf
Since a very early age Mark has been heavily involved in sports. He has competed at a national level in sailing and running and represented Australia numerous times at the World Ironman Triathlon Championships in Hawaii. He was even ranked in the top 5 in Australia for Ironman Triathlon a few years in a row. Now well and truly retired from this grueling sports he continues to stay active riding his bike most days and playing golf.
Mark manages a small team and works closely with his client base to provide assistance with understanding their business performance and tax advice.
Bachelor of Education
Masters in Business Admin. (Professional Accounting)
Shane Hill
Senior Adviser
Freedom = Long walks
Shane’s passion is building and renovation, the perfect interest for doing up his century-old farmhouse in the Huon Valley. When not spending time with family or taking long rambles with his wife, Shane is often rolling up his sleeves to plan and execute the next project.
Shane enjoys developing lasting relationships with clients to understand their needs and aspirations. Working with his team, he is dedicated to providing sound business and tax advice to meet their requirements.
Bachelor of Commerce
CPA
Registered Tax Agent
Garth Wilson-Roberts
Senior Accountant
Freedom = Family
Garth has a love of all things sport; from playing competitive table tennis, being an avid cricket follower, and during AFL season is a dedicated supporter of his beloved Adelaide Crows. Having recently relocated to South Australia, Garth enjoys spending his weekends exploring his new home state, and spending time with his wife and three gorgeous daughters.
Garth enjoys building long term relationships with his clients and assisting them to grow and develop their business. Garth assists his clients through the preparation of financial statements, tax returns, activity statements, budgets and cashflow modelling.
Bachelor of Commerce
CPA
Alice Bate
Adviser
Freedom = Adventure
Alice has had a life filled with adventure, travelling the world and working a variety of jobs – including working on a sheep station and milking cows! Acquiring globally recognised accounting certifications in the UK – as well as CPA Australia – she recently settled down in Tasmania, where she enjoys the wilderness by hiking, mountain biking, or camping.
She has a flair for organising teams, and enjoys solving tax issues and preparing financial statements. With a mind for problem solving, Alice is one step ahead in discovering and solving her client’s issues.
ACCA
CPA
AAT
Bachelor of Science
Cert. Leadership and Management
Chris Sutherland
Adviser
Freedom = Creating Family Moments
A couple of years ago, Chris and his partner made the bold decision to move to Tasmania, initially planning for a short stay. Little did they know, their adventure was just beginning. One renovated home, two rescue doggies and the delightful addition of a beautiful baby girl and they are here to stay. Growing up in Melbourne, Chris played AFL footy and recently moved into endurance racing, from Beach Road to Hobart, running, cycling and swimming along the way. These pursuits have set him up to push boundaries, embrace challenges and enjoy the opportunity for growth.
Professionally, Chris loves to work directly with business owners, everything from operations, strategy and ultimately improving their lives. He likes to share his professional experience with the Collins SBA team and believes it’s important to invest in colleagues with a goal of explaining to understand. The Whole of Team philosophy supports Chris’s own beliefs that it takes more than one person to provide remarkable experiences. We love the opportunity to work with Chris and embrace his positivity and remembering to cherish each moment that life, play and work has to offer.
Bachelor of Commerce
CA
Riva Khosla
Adviser
Freedom = Family
Born and raised in Melbourne, Riva’ childhood was filled with cherished memories shared with her younger brother and cousin leaving her with no option but being forced to play hours of backyard cricket. She loves swimming and watching Bollywood movies. In the 1980s, Riva’s parents relocated to Australia and embarked on the entrepreneurial journey of opening a small business, instilling in her a strong work ethic from an early age. While pursuing her education at Monash University, Riva worked as a part-time swimming instructor, enjoying the opportunity to impart valuable skills and confidence to young learners.
When Riva’s not crunching numbers or analysing financial reports, you can find her cheering on for the Indian Cricket Team. A die-hard fan of the TV show “Friends,” Riva has lost count of how many times she’s binge-watched every episode and can effortlessly quote memorable lines. Recently relocating to Tasmania, Riva embraces the opportunity to hike the trails our island has to offer, immersing herself in the natural beauty of her surroundings. And being a true Melburnian, she is always on the lookout for the perfect brew, exploring Tasmania’s quaint cafes and discovering new coffee blends.
Upon graduating, Riva commenced her career as an Accountant in a small firm, where she honed her skills and expertise. Driven by a desire to empower others, Riva finds fulfillment in working with business owners, drawing inspiration from her own parents’ business journey and the challenges they overcame without access to extensive resources and knowledge. With a heart full of compassion and a mind brimming with knowledge, Riva makes a positive impact in both her professional endeavours and personal pursuits. And we love the opportunity to work with her.
Bachelor of Business (Accounting)
CA
Jessica Roberts
Accountant
Freedom = Girl Guides
Bachelor of Business
Rhytham Bhatia
Accountant
Freedom = Opportunities
Rhytham is recognised as an internationally rated chess player, whose journey into the world of chess began at the tender age of 7 when she enthusiastically joined an activity at her school. Little did she know that this decision would shape her destiny.
Her talent quickly became evident as she clinched her first district championship shortly thereafter. Despite facing initial obstacles, she achieved the remarkable feat of becoming the state champion 14 times, all while excelling in her studies.
Her passion for accounting stemmed from her family, where everyone is involved in the financial sector. Following her completion of a bachelor degree in India, she relocated to Australia to pursue her Master in Professional Accounting.
However, the onset of the COVID-19 pandemic introduced a new chapter in Rhytham’s journey. Fate led her to Mures Lower Deck, where she began working in the kitchen. Over the next 5 years, she demonstrated remarkable resilience and dedication, ascending to the role of Head Chef while simultaneously pursuing her CPA in Accounting.
Now, Rhytham brings her tenacity, resilience, and courage to the accounting profession at Collins SBA. Her remarkable journey serves as a reminder of her unwavering commitment to excellence. We are incredibly fortunate to have her passion and experience in our team.
Bachelor of Commerce
Master of Professional Accounting
Professional Year in Accounting
Diploma of Leadership and Management
CPA (in progress)
Crisilyn (Cris) Paguio
Graduate Accountant
Freedom = Arts & Crafts, Travelling
Masters, Information Technology
Graduate Certificate, Information Technology
Bachelor or Sociology
Masters, Professional Accounting (in progress)
Eva Chaiw
Graduate Accountant
Freedom = Happiness
Eva brings a vibrant blend of Malaysian heritage and a passion for culinary delights to the team. Hailing from the food paradise of Ipoh, Malaysia, Eva’s upbringing included trying new cuisine, and with her fondest memories revolving around food adventures shared with her family. As the youngest of two girls in a household where her father, a marine captain, spent alternating intervals at home and away, Eva learned the value of family time and the joy of savouring moments together.
Inspired by her mother’s career as an accountant, Eva found her calling early in the world of numbers. However, her childhood dreams briefly flirted with the idea of a medical career as a doctor, but Eva’s aversion to the sight of blood steered her toward a different path!
Eva’s professional satisfaction stems from the thrill of uncovering the missing puzzle pieces in financial reconciliations. Her passion for her work extends to assisting clients with private taxes, where she sees beyond numbers, recognising that behind every figure lies a personal story, a unique lifestyle, and a set of passions and hobbies.
Beyond her professional endeavours, Eva has a commitment to precision and order. A self-confessed lover of cleanliness and organisation, maintaining a pristine home and detailed lists. Her aspirations include fulfilling her dream of owning a home, complete with a large kitchen where she can recreate various dishes and learn another new language.
Master of Professional Accounting
Bachelor of Science in Applied Accounting
Association of Chartered Certified Accountants (ACCA) – In progess
Wealth & Cashflow Planning Team:
Our people blend guidance and security.
Philip (Phil) Hall
Head of Financial Planning, Adviser
Freedom = Travel & beach time
Phil is an experienced planner who enjoys working with clients to meet their financial goals now and into the future. Having previously been a teacher, Phil educates and guides clients; enabling them to make informed decisions to build, protect and manage wealth through a broad range of financial strategies.
Phil grew up in Hobart, but has worked and travelled widely overseas and interstate prior to returning and settling in Tasmania. He commenced working in the Financial Services industry in 2002 and has completed an Advanced Diploma in Financial Planning, several specialist courses in ASX listed products, SMSF, margin lending and is a Certified Financial Planner®. Phil enjoys travel, getting outdoors and spending time at the beach with his family.
Masters of Financial Planning
Bachelor of Education (Honours)
CFP®
Jared Schrank
Adviser
Freedom = Family & Faith
Born in Tassie, Jared has grown to love exploring the beautiful island while spending quality time with his wife and two girls. Growing up he has very fond memories of spending holidays with family and friends at Douglas River (on Tasmania’s east coast) in varied activities, including: swimming, fishing, bike riding, chopping wood or cooking toast on the fire. It’s a tradition that he has been experiencing for over 30 years and one he hopes he can continue to share with his children.
Jared studied Business and Economics at UTAS during which he formed a strong interest in not only the technical knowledge required, but the opportunity for future thinking and planning with regards to growing businesses. He finds deep satisfaction in sharing experiences with clients and team members while building strong human connections. Having been a Financial Adviser for over 10 years, he has experienced personal and professional growth with regards to understanding the complexities and navigating the individual values that are part of the human experience. Jared demonstrates his strong values at Collins SBA by building rich and genuine connections with clients and team members.
Bachelor of Economics
CFP®
Diploma of Financial Services
SMSF Specialist Adviser (SSA®)
Nick Davey
Adviser
Freedom = Family
Nick values a healthy and active lifestyle, and spends as much time with his family as possible. He’s also involved in coaching and developing our future AFL stars on a part time basis via the AFL Tasmania State Academy.
Nick’s focus is on empowering his clients to make smart and informed decisions with their money, and make certain they achieve their desired lifestyle and goals for their future. His coaching, advice and guidance ensures his clients are in charge of cash flow, managing debt, and building and protecting wealth tax effectively. He specialises in providing advice to health and sporting professionals, and small business owners.
Diploma of Financial Planning
CFP®
Adam Douglas
Adviser
Freedom = Driving Holidays
Born, bred and very proudly Tasmanian, Adam loved school and particularly enjoyed maths, numbers, soccer and cricket whilst growing up. His first date, with his now wife was at The Alley Cat in North Hobart, and he even remembers what she was wearing. They met when they were both working at a casual weekend job and studying at UTAS together. Fast forward and they are now a busy family of three. He still loves sport, but his interests are now with Formula One Racing and Test Cricket. A mentor described Adam as an “old soul”; he values the special moments in life like the smell of coffee in the morning, hosting his friends and family at home and driving holidays. He has admired three famous people in his life so far, representing culture, sport, and business – and they are Anthony Bourdain, Shane Warne, and Warren Buffet.
He loves that Collins SBA has embraced technology to provide even greater client experiences. His guiding philosophy is “what matters most about the money?” We love that Adam chose Collins SBA, he genuinely cares about people and providing advice that is based on the true wants and needs of the clients we serve. He says that working with a Tasmanian based business is important to him and loves how the state is set up to prosper, Tasmania has everything here and we are ready to go! We all enjoy Adams outgoing nature and the great energy he brings to the team.
Bachelor of Economics
Bachelor of Business
AFP®
Graduate Diploma of Financial Planning
Lydia Toghill
Paraplanner
Freedom = Horse Riding
Selly Chou
Freedom = Travelling
At the age of 18, Selly made the brave decision to leave her home country of Indonesia and move to Tasmania to pursue her education. Selly does not let fear hold her back and she works incredibly hard to take advantage of every opportunity that comes her way. Courage doesn’t always mean fearless but it’s certainly about facing any fears and making the decision anyway.
Selly enjoys baking, especially Birthday cakes for her friends, cooking since a child and you will find her reading every chance she gets. She enjoys mostly fiction including biographies and thrillers. Selly recommends the psychological horror story “Verity” a novel by Colleen Hoover as a great read.
Selly made a list of 8 businesses that she wanted to work with after graduation and we are very fortunate that Collins SBA was on that list. She loves engaging with our clients and team members and explains that staying curious ensures that every day is different. We are so lucky to have Selly join our team and the opportunity to support her learning and growth dreams.
Bachelor of Business (Accounting)
Belinda (Bin) Townsend
Client Services Coordinator
Freedom = Family and Friends
Belinda or Bin as she is better known, is a born and bred Tasmanian growing up in the beautiful Huon Valley. At 14 years of age, she met her now husband – a childhood sweetheart love story and together they are raising two children.
They own and operate a 15-acre Cherry Farm, where they export Tassie cherries to China, Japan, Korea, India and Thailand. Family time is spent with their horses or motorbikes. Bin’s daughter starting riding at 3.5 years old and their son started motorbike riding at just 5 years old. Bin is actively involved in the local Pony Club and soon she will commence her role as District Commissioner.
Bin has extensive professional experience in the Financial Industry, and we are delighted that she has made her way back to Collins SBA. Bin loves the variety of her role, the chance to form relationships with our clients and passing on her experience and knowledge to her other team members. She finds balance in being highly organised and structured. This supports her goal of completing her role at the end of work day and returning home to be fully present with her family.
Diploma of Financial Planning
Jackson (Jack) Craig
Client Services Coordinator
Freedom = Individuality and independence
Jack is a proud Southeast Melbourne native who brings fun, a passion for finance, and a dash of sporting spirit to our team. A cricket enthusiast from his early days, he dominated the game as a skilled bowler, leaving his mark with every spin. Unfortunately, a twist of fate cut short his cricket career after a broken finger during a training session.
Transitioning from the cricket pitch, Jack discovered his true calling in the world of finance. Hailing from a family of small business owners, he charted his own course, driven by a genuine desire to make a positive impact. The CSBA brand promise of providing clarity, confidence, and control to our clients deeply resonates with Jack, reflecting his commitment to helping others navigate their own financial journeys.
Jack has embraced the peaceful lifestyle of Tasmania, after relocating to study at UTAS. Away from the financial charts, you’ll catch him exploring local op shops, mastering his skateboarding skills, and strumming tunes on his guitar.
Jack’s dedication to financial excellence, coupled with a love for life’s simple pleasures, makes him an asset to our mission of empowering clients with financial peace of mind.
Bachelor of Psychological Science with Finance Co-Major
Graduate Diploma of Financial planning (In progress)
Business Coaching Team:
Our people blend experience and insight.
Michael Denehey
Business Coach
Freedom = Giving Gold
Michael loves the company of family, friends, work mates and clients. Weekends are spent with family — watching his boys play sport and enjoying life. He’s played table tennis and cricket at the top level locally, and these days spends plenty of time on a bike and at the gym.
Michael works as a business coach for our clients, as well as growing our business in the SME advisor sector.
Bachelor of Commerce
CA
Rob Cameron
Business Coach
Freedom = Living life on my own terms
Rob is focused on doing work with people who value developing meaningful working relationships.
He works with clients to help them set a strategy that will help them get where they want to go by coaching & advising them on ways to ensure the strategy gets “done”.
Often initial client engagements turn into long term working relationships where Rob becomes a business owner’s trusted adviser and helps share some of the load of being in the business leadership position.
Bachelor of Engineering
Grad. Cert. in Change Management
Masters in Business Admin. (MBA)
Client Services Team:
Our people blend service and excellence.
Amanda Jones
Marketing Manager
Freedom = Experiences
Fiona Duncan
Client Services Coordinator – Accounting
Freedom = Writing
In her spare time, Fiona writes short stories and plays, enjoys listening to live music, spends time with her husband and two dogs, and seeks out the sun at any opportunity.
Fiona’s career began in the cultural heritage arena, which involved travelling to regional communities to deliver training modules in museum administration and providing advocacy. Her administrative support to the accounting team — working with BAS and Tax lodgements, corporate compliance, super funds returns, and taking care of our clients – is invaluable.
Bachelor of Arts – majoring in Social Anthropology & Australian Literature
Graduate Diploma in Museums & Cultural Heritage
Graduate Diploma in Information Management
Nicole Page
Client Services Coordinator – Accounting
Freedom = Independence
Nicole is a born and bred proud Tasmanian, except for that time she took off, to live and work in the UK for a year! Growing up, Nicole spent the weekends horse-riding and playing softball. She enjoys Team sports and the invaluable soft skills they impart. She is now a busy mum of two boys, balancing full time work with Football on the weekends. She loves that her children get to experience and learn about the commitment and discipline required for team sports. She is a loyal friend, confident and always ready to have a chat.
At the core of her professional career is the drive and compassion to help people. She has extensive experience in the financial services industry and previous customer service roles. She has an interest in the complex Superannuation Industry, which includes understanding our client’s needs all the way to the technical requirements of this product and service. Nicole is a perpetual learner, with a curious mind and is investigating further professional development opportunities to continue her learning and growth journey.
Diploma in Financial Planning
Bachelor of Commerce
Jaye Bowden
Client Services Coordinator – Accounting
Freedom = Outdoor Adventures & Laughter
Jaye grew up in Tasmania with her mum and brother, flying to Melbourne frequently to visit her dad in the second city she calls home. At the age of 8, her mum took them on an adventurous caravan trip across Australia visiting places like Monkey Mia in Western Australia to the Atherton Tablelands in the highland region of north Queensland. Over their year of adventures Jaye was home schooled, which instilled in her a deep sense of family, adaptability, resilience, and a profound love for the outdoors. Jaye is also influenced by her very active grandparents, who are avid hikers and trail runners. Jaye enjoys turning off her phone and embarking on weekend camping adventures with her partner Matt.
Jaye’s love for travel has taken her to New Zealand, Japan, and Vietnam so far, enriching her perspective on the world and community. A passionate writer, she completed an English and Creative Writing degree and has even self-published her first novel. With a professional background in hospitality, administration, and law, Jaye thrives in fast-paced environments and is known for her adaptability and genuine connections with people.
Jaye brings compassion, kindness, and unwavering support to her team and the clients she engages with. She loves to foster an environment where everyone can thrive. Jaye’s authentic and empathetic approach shines through, making a positive impact on everyone she interacts with.
Bachelor of Arts: Majoring in English and Creative Writing
Cathy McKeown
Client Services Coordinator – Accounting
Freedom = Physical Activity
Cathy grew up in Gympie, Queensland and pursued her education at the University of Queensland. Over 30 years ago, she made the move to Tasmania, where she has raised three wonderful children. A passionate advocate for health and physical activity, Cathy recently took up surfing and has been actively involved in Masters athletics in Tasmania as a competitor and as the Competition Director.
Cathy’s entrepreneurial journey includes founding two businesses, successfully selling one, and facing the challenges of closing the other. Moving through the pain and loss of letting go of a business has strengthened her resilience and adaptability. She firmly believes that great health—emotional, physical, financial and spiritual—is at the core of living a fulfilling life.
With the qualifications and a keen interest in people, process, and information systems, Cathy is dedicated to improving how we do things. Her commitment to enhancing efficiency and fostering a positive environment is evident in everything she does. Cathy’s genuine care for others, her experience in business and her proactive approach make her an invaluable asset to our team and the lives of our clients.
Bachelor of Commerce
Bachelor of Information Systems
Cert IV Workplace Training and Assessment
Amanda Jones
Marketing Manager
Freedom = Experiences
Amanda returned home to family and friends in Tasmania after working in Sydney, NSW and New York, USA in marketing and media advertising roles. She loves to hike, watch the waves crash and connect with our community.
Amanda describes her working ethos as “people first” and she loves exploring the significant impact the work at Collins SBA has on the lives of entrepreneurs, business owners, their families and the wider community.
Amanda has experience working across Healthcare, Technology, Management Consulting and Professional Services and is passionate about showcasing the stories and innovative ideas of the clients we support.
Mini MBA, Marketing
Enterprise Project Management, NYU Stern School of Business
Company Directors Course, AICD
Tom McIntosh
Executive Director
Freedom = Self Empowerment
Tom grew up near Ryde in Sydney, where his family often put the weekends aside to go camping in the Blue Mountains or explore remote NSW. His father was an engineer, and his mother, an entomologist, inspired Tom’s early fascination with the natural world. At school, Tom excelled in gymnastics, swimming, and athletics, although he humorously acknowledges that he struggled to keep up at the regional swimming carnivals.
Tom’s journey took a pivotal turn when he met his wife, Eve, in Broken Hill where he had secured a nursing placement. Together, they have settled in Tasmania with their young family, embracing a family mission that reflects their core values and aspirations for their shared future. In his spare time, Tom enjoys reading, gardening and fishing, finding moments of relaxation amid his busy schedule.
Currently transitioning from healthcare to business and financial services, Tom is driven to prove his capabilities to the team, clients, and himself. He is committed to ensuring that the projects he undertakes have a lasting and positive impact on the business, community, and our team. We all feel so lucky to work with Tom and are continuously inspired by his curiosity, diligence and the great energy he brings to our team.
Master of Finance
Master of Business Administration (In progress)
Bachelor of Science (Major in Human Physiology)
Master of Nursing (Registered Nurse)and Graduate Certificate in Health Service Management
Peta Howell
Louise Le Mottee
Director of First Impressions
Freedom = Following the Right Path
After a ridiculously happy childhood growing up in the Hobart suburb of Berriedale, Louise obtained a degree in civil engineering. She promptly changed disciplines to domestic engineering, bringing up and home schooling her 6 children.
Louise recently returned to the workforce and now enjoys her dream job as a Director of First Impressions (Receptionist) at Collins SBA. She loves to assist clients and the team as much as possible and greatly values all her interactions with us.
The things which light her up are learning and spending time with family and friends. She enjoys many things, including Latin Mass, Gregorian chant, 80s rock, non-fiction reading, and waitressing part time.
We are so lucky to have Louise, her values and warm and engaging approach to everything she does.
Patrick Gardner
Head of Technology
Freedom = Exploration
Patrick had a university semester abroad in Sweden which created a keen interest in exploring overseas destinations whenever he gets the chance.
He is also the host of the Ensombl AdviceTech Podcast. Ensombl is the leading digital platform for financial advice professionals.
Bachelor of Business (Finance)
Bachelor of Economics (Economic Foundations)
Diploma of Financial Planning
Richard Jones
for SBA Insurance, Adviser
Freedom = Sports and Travel
Growing up in Launceston, Richard followed his fathers footsteps into the Financial Services industry. And while studying at UTas, Richard helped his dad out and caught the bug of being in a professional career where he gets to help people everyday.
Richard assists Collins SBA clients understand and navigate the unexpected and the unplanned.
Common triggers for reviewing insurance plans include babies, an increase or decrease in income, or business revenue, purchasing a property or new business, a change in shareholder agreements, and change in your liabilities, marital status or health.
Richard makes the complex easy to understand and is readily available to answer questions. The team at Collins SBA love working with Richard and the opportunity to learn directly from him.
Bachelor of Commerce (B.com.), Accounting and Finance
Advanced Diploma Financial Services
SBA Risk Pty Ltd trading as SBA Insurance is a Corporate Authorised Representative of MBS Advice Licence Pty Ltd ABN 25 654 854 136 Holder of Australian Financial Services Licence No.536983 (‘AFSL’).
Roni Black
Administration Manager
Freedom = Adventure
Roni enjoys getting creative in the kitchen and surprising friends and family with baked goods. She loves using her free time to unwind on the beach, or take road trips to explore our beautiful country.
Working within the Administration team, Roni draws on her many years of experience with Collins SBA to provide advice and focus on internal accounts. Amongst other things, she manages payroll, cash flow, suppliers, refunds and IAS and continues to enjoy the dynamic and forward thinking environment of Collins SBA.
Executive Team:
Our people blend operations and leadership.
Jonathan Elliot
Adviser & Managing DirectorFreedom = Cycling
Jonathan graduated with Bachelor of Commerce from UTas in 1998 and immediately started his career in financial planning as a Paraplanner. Jonathan was a founder of Collins SBA in 2003 and now leads the Collins SBA team as Managing Director, overseeing the strategic direction and integration of our people and processes to ensure we deliver on our purpose of empowering our client’s best financial lives. Jonathan also fulfils the roles of Responsible Manager for our Australian Financial Services License (SBA Advice).
Jonathan uniquely holds professional designations as both a CFPTM and CPA and was awarded the highly coveted IFA Practice Principal of the Year 2017 and has led the Collins SBA team to be Finalists in various awards. Jonathan also led Collins SBA’s world-first trial of a ‘5 Hour Day’ which gained international media attention for successfully implementing this unique working approach which rewards team members efforts to continually improve outcomes for clients.
Jonathan is married to Louise with daughter Esther and son Thomas. “Being a great dad and husband drives me to give my best in business because my family’s financial security depends on me.”
Mountain biking and cycling keeps Jono fit as well as a providing a place for mindfulness – to recharge and stay focused. ‘Walking the talk’ is how he empathically leads the Collins SBA team, to empower people to understand the risks, opportunities and trade-offs of the decisions they make to achieve clarity, confidence and control so they can live their best financial life.
Graduate of the Australian Institute of Company Directors (GAICD)
Bachelor of Commerce
Diploma of Financial Planning
CFPTM
CPA
Cert IV Finance
Cert IV Leadership & Management
Andrew Pearce
Adviser, Director, Head of Growth
Freedom = Diving
As a Business Adviser, Andrew challenges business owners to embrace change in the way in which they run their business to maximise efficiencies and to help grow their enterprises. This results in them taking back control and having the clarity and confidence to make sound business decisions, all of the time.
Andrew provides essential strategic advice for small business owners to help them reach their full business potential and maximise their business’s value, focusing on streamlining processes and driving net profits up. His skills and background as a small business owner ensures he is well placed to offer advice on every element within the business model.
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