WHY US

Proactive, actionable advice for all aspects of your financial life.
TAILORED SOLUTIONS
TAILORED SOLUTIONS

We partner with you to understand your personal and financial objectives and create a comprehensive strategy to help you meet these goals.

SPECIALIST ADVICE
SPECIALIST ADVICE

From accounting and business advisory to wealth and financial services – we’ve got all areas of your finances covered.

RELATIONSHIP FOCUS
RELATIONSHIP FOCUS

We’re here to support you throughout your financial journey, acting as trusted advisors who truly understand what makes you tick.

REAL TIME REPORTING
REAL TIME REPORTING

We use cloud based technology to provide you with up-to-theminute information to support informed decision making anytime, anywhere.

EXPERIENCE THE PRIME ADVISORY DIFFERENCE

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ABOUT

Partnering with you to get – and keep - your financial life on track.

We are a dynamic advisory firm providing innovative and actionable advice and strategy to businesses and individuals

At PrimeAdvisory, we take the time to really get
to know you. Our skilled team of business
advisors, chartered accountants, SMSF experts,
and financial, lending and risk advisors are here
to support you to achieve your financial and
lifestyle aspirations.

We’re passionate about building rewarding long
term relationships with our clients and their
families. Once we have a shared understanding
of your goals and a tailored strategy and plan in
place, we work alongside you, checking in
regularly to keep you on track.

At PrimeAdvisory, we’re here to partner with
you throughout your financial journey.

  • STRATEGY FIRST

    Comprehensive strategies, tailored just for you.

  • QUALITY PROACTIVE ADVICE

    Innovative guidance from specialist advisors.

  • NO SURPRISES

    Transparent fees – you’ll know the total cost upfront.

  • KEEPING YOU ON TRACK

    Partnering with you to achieve financial success.

LEARN MORE ABOUT USDownload our company profile

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SERVICES

We offer a comprehensive range of advisory services for businesses and individuals seeking to take control of their financial lives. Our unique
Ontrack programs combine specialist advice and real time reporting to deliver tailored financial strategies that help you to meet your goals.

Learn more about how we work with you as we partner with you throughout your financial journey.
Click below for more information about our Business Ontrack, Financially Ontrack, Lending Ontrack and SMSF Ontrack services.

Take control of your financial life.WE CAN SHOW YOU HOW.

OUR TEAM

PrimeAdvisory’s team of specialists is with you all the way on your financial journey.
From business advisory and accounting to financial planning and wealth creation,
we provide expert advice to help you to reach your financial and lifestyle goals.

CHRISTIAN BORKOWSKI
CHRISTIAN BORKOWSKI - CEO

As the CEO and one of the founding Directors, I continually enjoy the opportunity to work
with my fellow directors in shaping where we are heading as a business, what we stand
for, and who we will serve. In fairness, it is an honour and a privilege to be in such a
trusted position, to provide advisory services to our clients that help them create wealth,
protect and keep that wealth, and at all times remain compliant with any obligations
imposed by the various regulatory bodies. The provision of such services is a significant
responsibility and it is a challenge that we relish!

QUALIFICATIONS
  • Chartered Accountant
  • SMSF Specialist Advisor, SSA™
  • Registered Tax Agent
  • Bachelor Economics (Macquarie)
SPECIALISATIONS
  • Business Advisory
  • SMSF Strategy
  • Small Business CGT Concessions
  • Tax Advisory & Structuring
GUY WALL
GUY WALL - DIRECTOR

I have been advising clients on how to keep their finances on track since 1996. It’s a big responsibility and one that I embrace. I enjoy it – it’s all about making sure I understand where a client is today, where they’d love to get to in the future, and then across each year tracking that they are on track to achieve their goals. While we appreciate that each person’s goals and objectives are different, we do see a common thread across all clients: Everyone feels great when they set and achieve their financial goals. It’s a brilliant feeling.

I, personally, am an avid goal setter and ‘box ticker’. One of my long standing goals is to build a business that helps clients and their families succeed financially. It makes such a difference in all aspects of their lives when their finances are healthy and under control.

QUALIFICATIONS
  • Certified Financial Planner, CFP®
  • SMSF Specialist Advisor, SSA™
  • Bachelor of Science
SPECIALISATIONS
  • Goals and objectives based planning
  • Strategic planning
  • SMSF Specialist
MARK GREENWOOD
MARK GREENWOOD - DIRECTOR

I still love what I do, 25 years on – and why wouldn’t I? Helping clients to realise their financial and lifestyle goals is incredibly rewarding. Over the 25 years, I’ve had the privilege of working with many wonderful clients across their various life stages. At the end of the day my role is to help clients make smart decisions about their money. I have seen the clients who started with me all those years ago prosper financially and today their children are also our clients. My philosophy is to put myself in their shoes and guide them securely along the path to financial security.

QUALIFICATIONS
  • Dip FP (Diploma of Financial Planning)
  • Certified Financial Planner, CFP®
SPECIALISATIONS
  • Goals and objectives based planning
  • Strategic planning
  • SMSF Specialist

COMPANY TEAM MEMBERS

  • Christian Borkowski - Senior Advisor
  • Hugo Furzer - Senior Advisor
  • Mark Kelly - Senior Advisor
  • Michelle Durham - Senior Advisor
  • Peter Gooden - Senior Advisor
  • Andrew Mahoney - Advisor
  • Paul O'Connor - Advisor
  • Cath Nanayakkara - Accountant
  • James Ge - Accountant
  • Yume Murai - Client Services
  • Guy Wall - Senior Advisor
  • Mark Greenwood - Senior Advisor
  • Angus Rodgers - Advisor
  • Beatriz Ladbrook - Paraplanner
  • Andrew Last - Junior Paraplanner
  • Alma O'Reilly - Client Services
  • Marie Mauger - Client Services
  • Rocio Gauna - Client Services
  • Julie Tassone - Business Manager
  • Christian Borkowski - CEO
  • Guy Wall - Director
  • Mark Greenwood - Director
  • Julie Tassone - Business Manager
  • Elena Gregory - Client Services
  • Yume Murai - Client Services

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TESTIMONIALS

  • Thanks Christian for the great meeting. You are one of the most knowledgeable accountants I have ever met.

    -SW, WINDSOR
  • My financial life was disorganised and unplanned. Now I feel in total control.

    -A.T., LINDFIELD
  • I recommend PrimeWealth because of the help and advice, the personal service and excellent management of my finances. I recommend PrimeWealth because I have great trust in them and feel confident in my investments.

    - W.B., Gordon
  • Christian’s advice is very valuable because he is able to explain complex matters in a way that is clear and understandable

    - T.R., SYDNEY
  • Thank You for the super quick and speedy and positive tax return. I was so worried I may owe money, or not get my taxable income down to where I need it.

    Your team rocks Christian – very happy with Andrew’s work and the Prime Advisory team as a whole.

    - C.M., Panania
  • Prime Accounting are continuing to keep our company up to speed on new and exciting opportunities and have a very well rounded approach and knowledge for all our accounting needs.”
    -DNA, ORCHARD HILLS

WHAT’S NEW

Stay up to date with the latest PrimeAdvisory news.
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How cloud accounting can help you make better business decisions

I recently attended a Business Insights presentation with other business owners, software providers, accountants and advisers. Of course, it wasn’t long before the conversation turned to cloud accounting, and how its real-time data can really help businesses. The presenters talked about its imp

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Economic Snapshot – August – September 2016
Economic Snapshot – August – September 2016

In summary Financial markets were quieter in August than in previous months as Northern Hemisphere holidays reduced the volume of trading activity. Key economic data around the world did little to change the overall picture the markets have come to understand and expect. That is, the US economy c

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Milkshakes, accountants and business advisors: Why tailored solutions matter
Milkshakes, accountants and business advisors: Why tailored solutions matter

During a recent holiday, my family and I embarked on the search for the ultimate milkshake. Of course, we all had different ideas about the ultimate slurp, so it wasn’t going to be easy. We looked up the best milkshake cafes in the area (according to some food writer), and read a few online rev

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CONTACT US

Looking for a team who can partner with you
throughout your financial journey? We’d love to speak
with you about how we can support you to get – and
keep – your financial life on track. Find Parking

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