ABOUT US

Welcome To Achieve Financial Group

Count On Us

To succeed in business, you need financial support that’s about much more than compliance; you need skilled analysis, tailored growth strategies and honest advice. That’s where our experienced, multi-skilled team comes in. Together, we have the expetise to not only maximise your short-term returns, but also your long-term business growth and profitability.

We can Help you to Achieve

Wealth

Wealth

Everything you need to live the life you deserve

Freedom

Freedom

The ability to live life on your own terms

Independence

Independence

No fear for your financial future

Success

Success

To kick some big business goals
Our Team

We believe in forming close partnerships with our clients – in making ‘business’ that little bit more personal. It’s how we get to grips with what’s important to you, your business strengths and your challenges, and how we then design truly personalised solutions.

Aaron Besley

Partner – Business Services

Aaron Besley – Partner – Business Services

A big believer in customer service, Aaron cut his teeth in hospitality before putting his accounting qualification into action. More than a decade on, he remains a committed advocate for small business, helping clients understand their tax obligations and manage growth and profitability.

 Aaron also takes particular interest in the area of self-managed superannuation funds.

David Rundle – Partner – Financial Planning

David’s extensive experience, including with an international accounting firm, as financial controller for a public company, and as founder of his own financial planning business, has made him something of a powerhouse in accounting and financial planning.

He’s an accredited Financial Planning Specialist (FPS) and certified Financial Planner (CFP), providing specialist advice across a wide range of areas, including financial planning and investment, superannuation and retirement planning, income taxation planning and research, and business planning and accounting.

David Rundle

Partner – Financial Planning

John Rapson

Partner – Business Services

John Rapson – Partner – Business Services

Having managed a successful Coffs Harbour Hotel and family farm, John enjoys a unique perspective and brings all those skills to bear in his accounting career. With an ever increasing and incredibly diverse client base – from hospitality and farming, to telecommunications, construction and the motor vehicle industry – John also offers a full administration and compliance service for a number of self-managed superannuation funds.

Our Team

Michaela Salisbury

BBus | Accountant

I take pride in helping our clients to navigate the ATO compliance maze, accounting...

Rae Boyd-McInnes

BComm | Accountant

I enjoy all aspects of accounting and focus on having a good understanding of...

Tabatha Beisler

Trainee Accountant

I have a strong focus on assisting in the preparation and maintenance of financial ...

Shea Hampson

Trainee Accountant

I’m a trainee accountant here at Achieve Financial Group, and I focus the majority of ...

Aleah Sullings

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My goal within Achieve is to provide the best help possible to of our staff to ensure that...

Melissa Porter

BComm MPA | BSM

With over 20 years of experience in Sydney and Newcastle, my aim is to ensure clients are...

Chris Luphahla

MPAcc | Accountant

I enjoy helping our clients reach their goals with insightful and relevant services. ...

Karl Hirst

BComm CPA | BSM

With over 25 years of experience working in the accounting industry, I have attained a wealth ...

Alicia Cooper

BComm CA | BSM

From tax returns to tax minimisation, setting up a business to self managed super funds,...

Casey Collins

Office Administration

I have been working in the Accounting industry for the last 20 years starting out in reception...

Chyara Da Silva

Reception

I like to think I am the voice of the firm, providing a friendly and positive approach to...

Other Team

Melissa Porter
BComm MPA – BSM

With over 20 years of experience in Sydney and Newcastle, my aim is to ensure clients are serviced to a high standard. By either supervising staff or working directly with clients on all tax and accounting matters.

I also like to look past the numbers to determine how clients can improve their business and can provide business valuation and due diligence services when required.

Outside of work I enjoy gym, dancing and brunches out on weekends.

Karl Hirst
BComm CPA – BSM

With over 25 years of experience working in the accounting industry, I have attained a wealth of knowledge and small business insight which I utilise to deliver clients the best possible results, whilst maintaining a strong focus on ensuring tax compliance.

I won’t say no to a cold beer and watching sport, but also love spending time with my family and going on the odd train adventure with them..

Alicia Cooper
BComm CA – BSM

From tax returns to tax minimisation, setting up a business to self managed super funds, business restructuring to business valuations, as a Chartered Accountant with over 25 years experience, there is not a lot I have not seen.

I enjoy establishing close working relationships with my clients, to assist them in building their business and managing their accounting and financial needs.


Outside of work, I enjoy travel and catching up with friends over a glass of wine and a cheeseboard..

Rae Boyd-McInnes
BComm – Accountant

I enjoy all aspects of accounting and focus on having a good understanding of my clients needs.

In my spare time I enjoy four-wheel driving and camping, spending time with my grandchildren and chilling outside with a glass of wine.

Michaela Salisbury
BBus – Accountant

I take pride in helping our clients to navigate the ATO compliance maze, accounting software issues and assist our clients with everyday business questions/ help all with a happy disposition.

In my free time I enjoy walking and spending time with my dog, playing the piano and traveling.

Rebecca Stanik
Accountant

Andy Cheung
Accountant

Margot Wentworth Brown
Accountant

Tabatha Beisler
Trainee Accountant

I have a strong focus on assisting in the preparation and maintenance of financial reports and tax returns.

Outside of work I enjoy volleyball and swimming.

Casey Collins
Office Administration

I have been working in the Accounting industry for the last 20 years starting out in reception and working my way up, I spent a few years in Financial Planning as a paraplanner and have moved into bookkeeping in the last 5 years which is where my passion is.

I enjoy working with small businesses and also Self-Managed Superannuation Funds. I have a Certificate IV In Accounting and Bookkeeping and became Xero Certified in 2010 .

When I am not at work, I enjoy spending time with my family going camping and 4wdriving. I also enjoy watching my children play sport.

Aleah Sullings
Office Administration

My goal within Achieve is to provide the best help possible to of our staff to ensure that our clients have the most up to date information and services provided to them, this in turn will help drive success all round.

Chyara Da Silva
Reception

I like to think I am the voice of the firm, providing a friendly and positive approach to my work to try and help our clients as best I can by determining their needs.

I enjoy spending time with my family and friends outside of work, watching the F1 and honing my skills with some online gaming.

Our Partners

Interested in finding out more?

Get in touch today.