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Our People



Rod Hoffman B.Bus CPA
Director - Accounting & Tax Services

Rod Hoffman is a sought after lecturer and seminar speaker in the areas of Small Business, Hospitality and Tourism as well as Real Estate Investment.
Rod has been a lecturer for the University of New England in Small Business Management, a lecturer for the prestigious Blue Mountains Hotel School in Accounting and Finance for the Hospitality Industry and a lecturer and seminar speaker for the Real Estate Institute of NSW and Tasmania in Accounting, Finance and Property Investment.
Rod holds a Bachelor of Business and is a member of CPA  Australia, a registered tax agent and a SMSF auditor.This background gives Rod the ability to specialise in small business, as well as the hospitality and tourism sectors and the property market through his work with the Real Estate Institutes both in NSW and Tasmania.Rod has spent the last 20 years in public practice dealing with all types of clients from small businesses to large clubs and self managed super funds.When not in the office,Rod enjoys snow skiing, water skiing and mountain biking the trails in the Blue Mountains.

Lisa Parsons Dip Financial Planning
Director - Wealth Management

Lisa has worked in the Financial Services industry since 1995.Lisa holds a Diploma of Financial Services (Financial Planning) and is a member of several industry associations.Lisa specialises in Risk Insurance for small and medium businesses as well as individuals in areas such as Risk Management, Estate and Succession Planning.Lisa resides in the Blue Mountains with her family and is a very keen sports person.