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

Shaun Langdon

Daniel Zaffino

Kate Festini

Olympia Lombardi

Cfp® Helen McMillan - Koenraats

Andrew Green

Claudia Baskett

Shannon Chandler

Russell Krupp

Business Development Executive (bookkeeping And Outsourced Payroll)

Sara

Ishara Fernando

Yasmin Gomez

Tim Sweeney

Paige Lambert

Rhys Chapman

Karen Clerici

Kathryn Finemore

Cassandra Dargan

Tom Moore

Sarah No

Dean Godfrey

Kristina Low Cfp®

Gareth de Maid

Jon Holroyd

Luke Pavone

Adam Gibbins

Andrew Crawshay

Thomas A.

Ashwind Skinnon

Lesia Rudenko

Chiara Xerri

Harrison Lowe

James

Jye Lorey

Vivian Liu

Tuan Minh Hoang

Benjamin Hurley

Angus O’Brien

Angelina Tao

Desie Pierides

George Karavias

Jamie King

Accounting Manager - Business Services

Steve Whiteside

Luke McBean

Zoe Vitale

Andrew du

Angelle Kourkoutsis

Client Services Coordinator

Chona Meman

Vinh Nguyen

Denzel Joshua Sayman

Digby Packham

Rowan Smith

Isobel Urquhart

Minh S Dong

Annabelle Gallagher

Events Marketer- "welcome To" Hospitality Group

James Revell

Adam Russell

Jack Broadbent

Seamus Flagg

The Accounting and Finance team at BlueRock is responsible for managing and overseeing the financial health of entrepreneurial businesses and private wealth clients. They provide comprehensive services including financial reporting, tax planning, investment analysis, accounting operations, and strategic financial advising to help clients grow their ventures into successful enterprises. The team works with a diverse group of professionals ranging from graduate accountants to senior advisors, ensuring meticulous financial management and strategic support tailored to each client's unique needs.

Accounting and Finance

The Directors and Managers team at BlueRock consists of senior leaders who provide strategic direction and oversee various specialized divisions. They work collaboratively to ensure seamless support for entrepreneurs and business owners, specializing in areas such as accounting, tax advisory, finance, investments, and private wealth. This team is pivotal in driving the company's mission to transform business ideas into successful enterprises.

Directors and Managers

The Legal Team at BlueRock provides comprehensive legal support and strategic advice to entrepreneurs and business owners, ensuring compliance and mitigating risks. They handle a wide range of legal matters such as corporate law, family law, and wealth management, while also supporting philanthropic endeavors. This team works closely with other advisors to create cohesive and legally sound strategies for business growth and personal wealth management.

Legal Team

The Marketing and Sales Team at BlueRock spearheads strategic initiatives to elevate brand visibility, drive client engagement, and foster business growth. They develop and execute innovative marketing campaigns, optimize ecommerce and CRM systems, and implement targeted digital marketing strategies for maximizing client acquisition and retention.

Marketing and Sales Team

The Operations Team at BlueRock ensures the smooth functioning of day-to-day activities, optimizing processes and systems across the organization. This team supports business advisors and wealth experts by managing logistical and operational tasks, implementing efficient workflows, and enhancing overall productivity to help entrepreneurs and business owners achieve their goals.

Operations Team

The Leadership Team at BlueRock is responsible for setting the strategic direction of the company and fostering a culture of innovation and collaboration. Comprising the CEO and Vice Presidents, this team drives initiatives that empower entrepreneurs and private wealth advisors, ensuring that the organization effectively supports clients in transforming their business ideas into thriving ventures. They also oversee operational efficiency and align team goals with the company's mission.

Leadership Team

BlueRock

Org chart

Teams

Accounting and Finance

Directors and Managers

Legal Team

Marketing and Sales Team

Operations Team

Leadership Team

Offices

BlueRock

Org chart

Teams

Accounting and Finance

Directors and Managers

Legal Team

Marketing and Sales Team

Operations Team

Leadership Team

Offices

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