A partner at Hamilton Morello since mid 2001, Cheryl is a Chartered Accountant with specialisations in financial planning, superannuation advice and auditing.

Cheryl provides advice to family businesses across a variety of industries in both metropolitan and country Victoria .

Cheryl advises on a broad spectrum of client needs, often assisting with succession planning and estate planning. She also regularly delivers financial planning advice, including aged care advice for individuals.

Phil is a partner of Hamilton Morello, joining the firm in 1998. He has been advising in the small and medium-sized enterprise sector for over 20 years.

Phil has a strong focus on developing close relationships with business owners and is motivated to help all businesses achieve their goals. This approach has allowed Phil to assist clients in various industries such as electrical trades, electrical goods wholesale, real estate, primary production and property development.

Phil offers a variety of services and advice, including tax advice, business improvement, succession planning, self-managed superannuation funds (SMSF) advice, business valuations and acquiring and selling businesses.

He holds a Bachelor of Business and is a Fellow of CPA Australia (FCPA).

In his leisure time, Phil is involved in his children's sporting activities through coaching and support roles. He also focuses on his own fitness by running marathons and bike riding.

Matt is a partner at Hamilton Morello, a Chartered Accountant, Fellow of the Tax Institute of Australia and has over 20 years' experience in public practice.

He is dedicated to making sure his clients are well protected, agile and ready at every stage of the business cycle. As a small business owner himself, Matt has the empathy and insight to help all small business clients. His proactive and open approach has secured long term and ongoing collaborative relationships.

Major specialisations

• Business advisory services
• Estate planning and administration
• Specialist capital gains tax (CGT) advice and transaction advice
• Structuring advice for start up/evolving businesses

Mark is a partner of Hamilton Morello and has been servicing the small and medium-sized enterprise sector for over 15 years. He has many years' experience specialising in the food and hospitality industries with a strong focus on franchises and advising licensees.

Mark develops close relationships with the business owners he advises. He enjoys helping his clients become more efficient and ensuring they have up-to-date financial information when making the important decisions.

Working closely with the Wealth Solutions team, Mark is committed to ensuring his clients' businesses are well protected and that their personal financial goals are achieved.

Marks holds a Bachelor of Commerce and is a Certified Practicing Accountant (CPA).

Mark is a regular golfer in his spare time.

Major specialisations

• Business advisory services
• Franchise advisory services
• Business succession planning
• Estate planning
• Dispute resolution

With more than 15 years experience providing business advisory services to small and medium enterprises, Rhys is focused on building close relationships with clients and offers a fresh and innovative approach to analyzing business practices and financial statements. Rhys works with clients in both metropolitan Melbourne and country Victoria, and enjoys visiting clients in the Wimmera Mallee grain belt.

A graduate of Queensland University of Technology (QUT) and a member of Chartered Accountants - Australia & New Zealand (CAANZ), Rhys provides business advisory services including strategic setup of business structures, ongoing management level reporting services, cashflow forecasting & analysis, compliance work, as well as tax strategies for primary producers. Rhys has previously been involved in a family run IT firm, and specialises in the integration of IT and accounting systems into start-up and existing businesses.

Outside of work Rhys looks forward to new travel experiences, and enjoys spending time with his wife and three children.

Major specialisations

• Capital gains tax specialist
• Primary producer tax strategies
• Cashflow forecasting
• Business structuring strategies and advice

As a partner and a certified financial planner, Ryan has extensive experience in superannuation, wealth protection and investment advice.

Ryan seeks to develop personal relationships with his clients so that he can really help them achieve both lifestyle and financial goals. Ryan is a regular contributor to the Financial Planning Association's Ask an FPA Expert program, and keeps abreast of all legislative changes to ensure his clients are continually receiving up-to-date advice.

Major specialisations

• Superannuation and retirement planning
• Wealth protection
• Buy/sell agreements for businesses
• Investment planning
• Borrowing to invest
• Self-managed superannuation fund (SMSF) advice

Nick is a partner and senior financial planner who works with small and medium-sized business owners and individuals, offering holistic advice to help achieve their lifestyle and financial goals. Nick has been a guest speaker at many functions, presenting on a wide range of financial planning topics such as superannuation, cash flow and budgeting and the importance of insurance.

Nick is extremely passionate about goal setting - ensuring clients are excited and motivated to create and achieve their personal goals.

Major specialisations

• Superannuation and retirement planning
• Wealth protection
• Investment planning
• Borrowing to invest
• Self-managed superannuation funds (SMSF) advice

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Phil has over 35 years' experience providing business, accounting and tax advice, and 22 years offering wealth solutions and financial planning advice.

Phil specialises in working with small and medium-sized enterprises on business advising, family business succession, estate planning and superannuation. Phil is recognised as a SMSF Specialist Advisor™ with the SMSF Association, Australia's peak self-managed superannuation funds (SMSF) body.

In addition to guiding his clients through their taxation compliance issues, Phil assists his clients to build their business and accumulate personal wealth in his role as an Authorised Representative of Hamilton Morello Wealth Solutions Pty Ltd.