You want expertise. Experience. And insights. But you should also expect courtesy and a down-to-earth, jargon free approach to explain complex processes and concepts. At WLM, you get the best of both worlds. You'll only ever be dealing with people who are friendly, down-to-earth, and experts in their fields – and who are entirely committed to keep you On Track. 

We all know that in business, it's the people that make the real difference. That's why we're so diligent in choosing, and holding onto, the very best. It means that when you come in with an issue or question, you'll deal with down-to-earth, friendly people who are well placed to help you, whatever the situation.

Meet the WLM team here

geoff-walker

Geoff Walker

Director
Chartered Accountant
Registered Auditor
Self-Managed Superannuation Fund Auditor

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laura-menschik

Laura Menschik

Director
Certified Financial Planner® professional
SMSF Specialist Advisor™
Accredited Aged Care Professional™
Justice of the Peace

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matthew-walker

Matthew Walker

Director
Certified Financial Planner® professional
SMSF Specialist Advisor™
Justice of the Peace

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sean-mcgowan

Sean McGowan

Director
Certified Financial Planner® professional
AEPS® Accredited Estate Planning Strategist
LRS® Life Risk Specialist
Justice of the Peace

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dan-mcgrath

Dan McGrath

Director

Chartered Accountant

Chartered Tax Adviser

Registered Tax Agent

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amanda-rogers

Amanda Rogers

Director

Certified Practicing Accountant (Fellow)

Chartered Accountant 

MBA (Financial Planning)

Registered Tax Agent

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