WE WANT TO HEAR FROM YOU
Meet our experienced people.
We work as a team. You will have more than one adviser who will know your story and work with you to achieve your goals.
Sean is a co-founder and principal of Condell Financial and a licensed Financial Adviser who specialises in developing holistic solutions for a wide range of clients including individuals, family trusts, SME's, self-managed super funds and companies.
Sean provides advice on portfolio construction, superannuation, retirement planning, life insurance and risk planning. He also advises on investment structures and tax effective wealth creation. He has a keen interest in assisting clients through their different life stages, whether that be the birth of a child, marriage, retirement, death, retrenchment or divorce. He works with clients to develop specific strategies that meet their individual needs.
Sean holds a Bachelor of Business with a major in Financial Planning, is an accredited Tax (Financial) Adviser, an SMSF and margin lending specialist and is a Justice of the Peace.
He is a member of the Condell Financial Research Committee which researches, develops and monitors our direct share and wholesale managed fund portfolios. He was previously employed by Financial Keys, a medium sized, CBD based, Australian Financial Services Licensee.
Andrew has been providing clients with Financial Advisory Services for over 30 years. Andrew is a co-founder of Condell Financial. Before becoming a financial planner, he was a Tax Manager for BDO Chartered Accountants and a Senior Tax Auditor with the ATO.
Andrew has been entrusted to provide advice to national companies, family businesses, and national legal partnerships, many different types of professionals, senior executives and expats across a range of different industries.
He specialises in providing strategic financial advice, investment management and retirement planning advice with an emphasis on tax effective wealth creation and protection.
He has a keen interest in family wealth planning, family businesses and professional partnerships. He advises in areas including ownership structures, asset protection, succession planning, retirement and estate planning, implementation of buy/sell agreements and key person insurance. He has a proactive approach and works closely with clients in helping them to achieve their goals.
Andrew is a Certified Financial Planner, an accredited SMSF Specialist and has both a Bachelor of Business (Accounting) and a Diploma of Financial Planning. He is a Registered Tax Agent and a Justice of the Peace.
Jill has over 11 years’ experience in Taxation and Business Services across a wide range of industries. She is a Chartered Accountant, a Registered Tax Agent and a Registered ASIC Agent. Jill has a Master of Professional Accounting from Macquarie University and a Master of Applied Finance from the University of Western Sydney having previously completed a Bachelors Degree majoring in Finance.
Jill enjoys assisting individuals, professionals, small and medium sized businesses with their accounting and tax planning needs from establishment through to the advanced growth stages. A key part of this also includes assisting with retirement, sale and business succession planning. She is proactive and believes that clients need their accountants to take an active interest in their business and be forward thinking. She likes to focus on outcomes and is committed to helping clients' achieve their financial goals.