Dani Russell 
Senior Client Services Coordinator

Having worked in the customer service industry since 2010 and the accounting industry since 2011, Dani has a vast range of knowledge when it comes to the background work of our firm and meeting our clients expectations. 

Dani manages our Client Services team, of whom play an integral part in the operation of our firm, as well as the communication and assistance to our clients. 
She provides support to the Principal Advisers, Senior Advisers and Accountants, in the provision of advice and the high-quality ongoing service to prospective, new and existing clients.

Dani manages the Tax side of the firm with efficiency and prowess. Her organisation and communication skills allow her to enhance the overall client experience.

03 5623 3778

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"seen as a very important part of our organisations future. The level of service is well above what would be considered the norm"

Dale Sumner - General Manager of Lakes Entrance Fishermens Co-op & Leftrade Limited

"From the front desk to the director is outstanding, I have replies to my emails within the same day to answer any question. My Wife and I have been able to take our business to the next level"

Ben and Julie Whiteley

"They provide us with well-researched financial and business advice, take care of all our tax responsibilities and financial needs, and even check in from time to time to see how we’re going"

Jessie Ballantyne- Director of The Grants Hub

"Business has grown immensely which is a testament to his effectiveness, guidance and good common sense approach"

Robert Radford- R. Radford & Sons Pty Ltd

"They have taken the time to get to know us as a business, and go above and beyond in helping us grow."

Jessie Ballantyne - The Grants Hub