Financial Services - Melbourne, Victoria, Australia
Welcome to Your Synergy Team, a group of four like-minded individuals with unique strengths, talents, experiences, and work styles.The team comprises of an accountant, financial planner, mortgage broker and lawyer.Your Synergy Team is about providing you, the client, with a trustworthy introduction to another professional within the team. By allowing you to have access to four areas collectively, this saves you time and avoids the repetitive sharing of multi use information.At Your Synergy Team we will work together to achieve your goals.Contact Us at office@yoursynergyteam.com.auOur PeopleAnna Ronald Accounting - Anna RonaldAnna is a CPA and Registered Tax Agent with a robust understanding of the financial accounting process within both small and larger entities. Anna has over 15 years accounting experience in both Australia and the UK.Anna primarily works with small business and not-for-profit clients, helping them to grow their business and achieve their goals.Finance Sorted - Nitya ShivrajNitya's aim is to help her customers achieve their financial goals be it buying their own home or owning their business. Nitya likes to see her customers convert financial opportunities to wins by being a financial partner to them every step of the way.Nitya has over a decade-plus experience in the Banking and Finance Industry. Helping people with buying their first time home, purchasing their dream home, starting their own business, buying commercial property, refinancing an outstanding loan, or consolidating debt.Greythorn Financial ServicesBrendon is a passionate and highly experienced Senior Financial Planner with over 20 years' experience in the financial planning industry. Brendon believes that the creation, implementation and ongoing maintenance of a Financial Plan is the cornerstone of financial independence.At Greythorn FS, we bring the pieces of the puzzle together.