“I take a holistic approach with my clients, ensuring success reaches beyond the financials to every aspect of their business and personal life“
Director, Business Advisory
Diana’s personable and easy going nature means she builds rapport with her clients; no matter where they are in their business journey they know she is there for them.
With over 20 years of experience, Diana’s skillset equips her to contribute to all aspects of her client’s business and personal goals.
Her ability to move from operational input to strategic guidance means her clients achieve positive outcomes.
Diana’s specialisation includes family groups – educating, supporting and empowering the next generation as part of the family succession plan. Her collaborative approach and ability to foresee future challenges is what sets her apart.
Diana also has a large focus on the legal professional industry, assisting with ongoing day to day commitments, cashflow management and group / tax structuring aspects.
Diana is extremely passionate about helping her clients gain financial freedom and independence. In recent times she has assisted many clients following a separation, divorce or loss of partner – helping them take control of their finances by empowering them with the right knowledge and tools.
When she’s out of the office Diana can be found discovering the latest additions to the Melbourne café scene or exploring local walking tracks.
- Business advisory
- Group tax planning and structuring
- Succession planning and transitioning to the next generation
- Financial independence strategy
- Financial education and mentoring
- Bachelor of Business (Accounting and IT)
- Member of Chartered Accountants Australia and New Zealand
- Family Groups
- Legal Professional Services
- Relationship breakdown or loss of partner