Melbourne community of entrepreneurial business and private wealth advisors. Our team of experts provides full support to entrepreneurs and business owners to grow ideas into ‘wow’ businesses.

Finance

BlueRock

Business Development Executive (bookkeeping And Outsourced Payroll)

Peter Lalor

Andrew Crawshay

Adam Gibbins

Luke Pavone

Jon Holroyd

Gareth de Maid

Kristina Low Cfp®

Dean Godfrey

Sarah No

Tom Moore

Yasmin Gomez

Rhys Chapman

Olympia Lombardi

George Karavias

Ishara Fernando

Sara

Claudia Baskett

Shannon Chandler

Andrew Green

Cfp® Helen McMillan - Koenraats

Kate Festini

Daniel Zaffino

Cassandra Dargan

Kathryn Finemore

Karen Clerici

Tim Sweeney

This department manages financial records, ensuring accuracy and compliance in financial reporting and accounting practices.

Accounting Department

This department provides strategic direction and oversight for the organization.

Leadership Group

This department oversees organizational support functions including scheduling, communication, and office management.

Administration Department

This department focuses on managing and coordinating client engagements and support to ensure satisfaction and effective service delivery.

Client Services

This department focuses on cultivating leadership skills and guiding career advancement within the organization.

Leadership Development

This department provides financial advice and guidance to clients, helping them manage their investments and achieve their financial goals.

Financial Services

BlueRock

Org chart

Teams

Accounting Department

Leadership Group

Administration Department

Client Services

Leadership Development

Financial Services

Offices

BlueRock

Org chart

Teams

Accounting Department

Leadership Group

Administration Department

Client Services

Leadership Development

Financial Services

Offices

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