An approachable group of finance experts who have your best interests at heart, always.
You might have preconceived ideas about accountants and financial planners – conservative, serious, spreadsheet lovers who speak a different language. Right?
Not at idaws. We’re a modern bunch. Relaxed, approachable and on a mission to banish the technical jargon that makes your head spin. We get to know the individual or business owner behind the numbers and go above and beyond to deliver the best possible outcomes for you.
Building relationships and helping you attain (and maintain) your ideal lifestyle keeps us smiling and striving to be better every day.
Helping you experience the comfort and confidence of financial freedom through real conversations and trusted expertise.
What to expect:
- A friendly finance expert who will take the time to get to know you
- Practical, knowledgeable and life-friendly advice
- A collaborative and cohesive team with hands-on directors
- Strong ethics and robust processes
- Leading technology to support smooth operations and great communication
- “Let’s make it work.”
What NOT to expect:
- Conversation flat spots
- Confusing technical jargon
- Judgement about your choices, aspirations and bank/super balance
- A bean counter who’ll tell you to scrap takeaway coffees and family holidays
- A hierarchical team
- “No, that’s not possible.”
Commitment to our clients
To earn the loyalty and appreciation of our clients by providing excellent service and demonstrating a commitment to their success.
Our Team
Paul Bourke
Industry experience: 20+ years Director since: 2009 Areas of expertise: Financial planning, financial markets and current Global themes. Biggest strength:
Felice Male
Industry experience: 20+ years Director since: 2004 Areas of expertise: Business and personal taxation advice, SMSFs, specialist knowledge of building
Emma Alderson
Industry experience: 20+ years Director since: 2005 Areas of expertise: SMSFs, financial planning, business and personal taxation advice. Biggest strength:
Michael Noonan
Industry experience: 16+ years Director since: 2014 Areas of expertise: Practical, no-nonsense business advice, tax strategies, specialist knowledge of medical
Jarred Henry
Favourite part of the job: Being able to show clients a way to achieve their financial goals and dreams. Number 1
Michael Bond
Favourite part of the job: Listening to and helping people whether that be clients or fellow staff members. Number 1
Kylie Kruger
Industry experience: 14+ years At idaws since: 2013 Areas of expertise: Tax law and compliance, tax planning and strategies, business
Nathan Anderson
Favourite part of the job: Seeing clients succeed Number 1 on my bucket list: Travel to Europe Friday night beverage
Thomas Moloney
Favourite part of the job: Figuring out variances and fixing things for clients. Number 1 on my bucket list: To
Kerryn Lee
Favourite part of the job: Working with clients to improve the running of their business. Number 1 on my bucket
Adam Hopes
Favourite part of the job: Helping my clients grow and achieve their goals plus the different problems I see every day
Samantha Johnson
Favourite part of the job: The people I get to work with every day, such a great team! Number 1
Rebecca Mcloughlin
Favourite part of the job: Working with great clients and a great team. Number 1 on my bucket list: To
Mindi Atkin
Favourite part of the job: always learning Number 1 on my bucket list: Spend a summer in the French countryside
Haylee Avery
Favourite part of my job: Seeing our wonderful clients Number one on my bucket list: To go skydiving, just joking... I'd never
Georgie Carroll
Favourite part of the job: Speaking with and helping our lovely client base. Number 1 on my bucket list: To
Sharon Dickson
Favourite part of the job: The great environment and the people I get to work with, both clients and staff.
Danielle MacDonald
Favourite part of the job: Working in a welcoming and supportive environment. Number 1 on my bucket list: To spend
Teegan Leishman
Favourite part of the job: Getting to know clients and that every day presents a new challenge. Number 1 on
We’re here to provide the financial guidance and support you need to live your life, your way.
If we sound like the finance experts you’ve been searching for, let’s chat about how we can help you build a worry-free and successful future.
