Client Advisory Team

Craig is a strategic accountant with over 25 years’ experience advising business owners. With a background as a CPA and two master’s degrees, he specialised in Capital Gains Tax for business sales, uncovering how unprepared many owners and advisers are for exit. In 2022, Craig earned a Doctor of Business Administration for his research on SME exit strategies in Australia. He is passionate about helping owners think strategically, grow value, and exit successfully. Craig developed the Peak Performance Trust, which has twice won Employee Share Ownership Plan of the Year in Australia. In 2024, he was admitted to the International Exit Planning Circle of Excellence by the Exit Planning Institute.

Mak has over 12 years’ experience managing Employee Share Ownership Plans (ESOPs). Mak was previously working as Operations Manager for Employee Share Plans and Senior Client Service Manager for ESOP clients. He has managed ESOPs for ASX top 20 clients all the way through to small private firms. He was involved in the operation management of Australia’s largest employee share plan offering with over 100k employee participants. While he has managed some of the largest employee share plans in Australia, he also understands the needs of small to medium businesses. Mak is a keen data enthusiast and client service and applies this to his management of ESOPs.

Yuhong has over 15 years of experience in managing operations and client services for employee share plans across a spectrum of large and small private firms. Previously, she served as a Team Leader for ESOP Operations at one of Australia's largest share registries. In this role, she effectively liaised with more than 70 clients, overseeing their day-to-day ESOP activities. In addition to her operational expertise, Yuhong brings strong business analyst capabilities to her role. Yuhong demonstrates a strong focus on client service, coupled with meticulous attention to detail. Leveraging her comprehensive understanding of ESOPs and her wealth of client-facing experience, she adeptly manages the day-to-day operations of ESOPs.

Shweta is a dynamic professional with a robust background in financial services, operations management, and business development. With proven expertise in marketing, financial analysis, and stakeholder engagement, she leads teams to achieve organisational goals, implement effective strategies, and drive revenue growth. Her experience includes building organisations, capturing market share, and fostering trust with partners. She excels in developing strategies based on market data, facilitating professional development, and ensuring positive customer experiences. As a collaborative team player and values-oriented leader, Shweta focuses on communication, respect, and responsibility in the workplace, while building productive relationships with key stakeholders.

Jeremy is a senior investment and strategy professional with over 25 years of experience across law, banking, and investment management. He has held leadership roles at UBS, CBA, Westpac, and GE Capital, advising major Australian corporates on strategic transactions, equity investments, and joint ventures. He was previously Chief Investment Officer at Bickham Court Group and Head of External Investments at CBA. Jeremy is currently Treasurer and Board Member of the Children’s Medical Research Institute and sits on several advisory boards, including Sinorbis and Neeon. He holds Commerce and Law degrees from UNSW, a Graduate Diploma in Applied Finance, and has completed executive programs at MIT and AGSM.

Andrew is a Sydney-based investor, advisor, and company director with a background in law and cross-border transactions. He was formerly a partner and head of corporate at Arnold Bloch Leibler, with earlier roles at Freehills and Clifford Chance. His clients have included Reuters, Woodside, CBA, and Tabcorp. Since 2016, he has focused on investing in and advising early-stage and growth businesses, with experience in capital raising, structuring, and strategic partnerships in both Australia and the U.S. Andrew is Managing Director of SWG Capital and has worked in the U.S., U.K., and Switzerland. He holds degrees from Monash University and the London School of Economics.

Cameron is an experienced M&A advisor, founder, and business consultant with a background across Australia and the United States. He has successfully closed transactions across various industries, with a focus on professional services, essential services, technology, and manufacturing. Cameron is also a co-founder and partner of a valuation and advisory firm serving clients in both countries. His experience gives him a strong understanding of business value drivers and how to position businesses for sale effectively. He brings direct operational experience from leading several small to medium-sized businesses and has consulted on growth strategies, turnarounds, restructures, and operational improvements. Cameron holds an MBA (with distinction), specialising in Corporate Finance and International Business, and a Bachelor of Business.

David has over 30 years experience in many facets of the financial services industry, including product, distribution, training, and operations. He was the General Manager – Operations in licensee businesses, which included major transformation work as the market evolved. Since 2015, David has run his own consultancy. He helps people and businesses to get clear on their goals, set priorities and actions, and facilitate their progress and accountability.

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Stephen is one of the founding partners of the Accounting Firm ATM Consultants and loves working with clients to help them achieve business success. His ability to see the bigger picture and think strategically makes him an invaluable asset to the clients he works with. Coupled with Stephen’s aptitude for strategic thinking is his excellent technical knowledge and understanding. This is further enhanced by his ability to explain key concepts simply, which Stephen sees as his real strength. With expertise in business succession, financial planning and estate planning, Stephen can help you maximise and extract the wealth in your business, enjoy it by funding your lifestyle and then transfer it effectively to the next generation.

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