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MEET THE TEAM

Innovus advice wollongong illawarra financial planner financial adviser corporate accountant auditor paul wright best financial planner in wollongong

Paul Wright

Founder, Managing Director and principal Adviser here at Innovus Advice Solutions, Paul is passionate about helping people. With 30 years’ experience, he is a Chartered Accountant, a CPA, a financial adviser, and most importantly a father, a husband and a rock and roll enthusiast.

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Cindy Napier Innovus advice wollongong illawarra financial planner financial adviser corporate accountant auditor best financial planner in wollongong

Cindy Napier

Cindy is our Advice Coordinator and began her journey with us in April 2016.  Cindy likes to think of herself as the all-rounder, assisting Jen with the administration and implementation process.  She also helps guide Paul through the advice process with a specific interest in Superannuation.

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Innovus advice wollongong illawarra financial planner financial adviser corporate accountant auditor alan dunn best financial planner in wollongong

Allan Dunn

A highly regarded Financial Adviser with 30 years’ experience in the field, Allan has lived and worked in and around Wollongong for most of this time helping countless individuals and families secure their financial futures.

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Financial advice for people in Wollongong, Illawarra Southern Highlands. Financial Planner Fairy Meadow Accounting budgetting Nicole Simic

Nicole Simic

Nicole has been with us since June 2021 and keeps us all on track with our payroll, accounts payable and receivable. She has a keen interest in keeping our clients’ businesses running smoothly, and loves making sure businesses stay on track with finances & budgets.

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Financial advice for people in Wollongong, Illawarra Southern Highlands. Financial Planner Fairy Meadow Accounting budgetting Kirrie Shearer

Kirrie Shearer

Having worked in super administration for more than 8 years, Kirrie joined Innovus Advice as an Administration Assistant in June 2021.
She loves the ever-changing environment of the financial industry, and works closely with Cindy in implementation and administration across the group.

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Wollongong Fairy Meadow Illawarra Southern Highlands Small Innovus Advice Accounting Business Advice David Shuang Liang Partner Accountant

David Liang

David is a partner at Innovus Accounting and has over 15 years’ experience in accounting and taxation. David provides advice and guidance to clients to help them make better decisions with finances and abide the taxation law. David has a strong knowledge in business structure, taxation planning and self-managed superannuation funds.

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Financial advice for people in Wollongong, Illawarra Southern Highlands. Financial Planner Fairy Meadow Accounting budgetting Leisa Hornsey

Leisa Hornsey

Leisa has a hand in everything that we do, from accounting to financial planning, administration to client services, and has been part of the Innovus team since 2017. She comes to us with 10 years’ experience in the Financial Services Industry, has a strong attention to detail and will ensure that the team and the office runs smoothly.

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Financial advice for people in Wollongong, Illawarra Southern Highlands. Financial Planner Fairy Meadow Accounting budgetting Walter Fleitmann

Walter Fleitmann

Walter started his career as a tax accountant more than 16 years ago, and has been a financial planner since 2015. Working with individuals and small businesses on their accounting and tax allows him to help clients understand their financial position, and deliver effective options to achieve their financial goals.

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I didn’t know where to start, I just knew I needed to do something. Paul and the team at Innovus advice were great and explained everything to me so I had a better idea of what my future could look like. It gave me great peace of mind.

– Melissa, Single No Kids

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THE WRIGHT ADVICE

Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

Family business and Essential Tax Insights

| Accounting, Business, Families | No Comments
Owning a family company comes with significant responsibility regarding how payments from the company to you or your family member are handled. Most payments from a company are considered as dividends in the recipient's hands, except the return of original…

Changes to Personal Income Tax Rates

| Accounting | No Comments
The Federal Government is proposing changes to the personal income tax cuts initially set to begin on July 1, 2024. The three-points plan announced in the 2018-19 Federal Budget, aimed to address the issue of tax rates not keeping up…

Featured in the Coal Coast Baby Issue

| Accounting, Budget, Estate Planning, Families, Planning, Young People | No Comments
Allan Dunn from Innovus Advice was thrilled to have been invited recently to contribute an article to this months Coal Coast Magazine. The topic was on The Financials of starting a family, and while we all know that kids are…

WHAT HAPPENS WHEN YOU WORK WITH INNOVUS

INITIAL ENQUIRY

Send us an email and one of our team will be in touch to introduce ourselves and to find out how we can best help you.

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GETTING TO
KNOW YOU

Let’s sit down and have a coffee and talk about what you want to achieve and how we can help.

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FILLING THE GAPS

Time to get serious and collect some hard data so we can get to work

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IT'S SHOWTIME!

Now it’s time to show you what we have done and to explain how our recommendations will work for you

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WELCOME TO
THE FAMILY

Now that’s a wrap! You are officially part of the Innovus family. We need to decide on ongoing services, so the party ain’t over yet!

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