End of financial year transaction cut off dates.
With the end of financial year fast approaching, it's important to plan ahead and ensure your requests are processed before 30 June.
Key dates:
Macquarie Wrap - 5pm Friday 19
WHY US
Proactive, actionable advice for all aspects of your financial life.
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
From accounting and business advisory to wealth and financial services – we’ve got all areas of your finances covered.
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
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
MAKE AN APPOINTMENTABOUT
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.
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STRATEGY FIRST
Comprehensive strategies, tailored just for you.
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QUALITY PROACTIVE ADVICE
Innovative guidance from specialist advisors.
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NO SURPRISES
Transparent fees – you’ll know the total cost upfront.
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KEEPING YOU ON TRACK
Partnering with you to achieve financial success.
LEARN MORE ABOUT USDownload our company profile
DOWNLOADSERVICES
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 - 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 - 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 - 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
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Christian Borkowski - Senior Advisor
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Mark Kelly - Senior Advisor
- Matt Young - Senior Advisor
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Tom Smith - Senior Advisor
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Andrew Mahoney - Senior Advisor
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Alex Ryan - Senior Advisor
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Sue Creighton - Accounting Practice Manager
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Thomas Henman - Accountant
- Ryan Chester - Accountant
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Chathuri Nanayakkara - Accountant
- Joyce Sanders - Client Services
- Yvette Witcombe - Client Services
- Daniel Lowe - Client Services
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Sadi Islam - SMSF Manager
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Guy Wall - Senior Advisor
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Mark Greenwood - Senior Advisor
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Angus Rodgers - Senior Advisor
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Ben Norval - Senior Advisor
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Andrew Last - Servicing Associate
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Robin Eddie - Servicing Associate
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Matt Treble - Servicing Associate
- Marie Mauger - Wealth Practice Manager
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Harrison Cockburn - Paraplanning & Compliance Manager
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Christian Borkowski - CEO
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Guy Wall - Director
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Mark Greenwood - Director
- Mark ChaoMo - Finance
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Ornella Byak - Marketing & Operations
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TESTIMONIALS
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WHAT’S NEW
Stay up to date with the latest PrimeAdvisory news.
28MAY
28MAY
Our health in times of uncertainty.
Our work and personal lives can be stressful at the best of times. Enter Covid-19 and everyday challenges can feel enormous, particularly for those of us who have underlying mental and physical health challenges. We know from research that high levels of stress and sustained unpredictability can wor
Read More 28MAY
A key player on and off the field.
This month we share how PrimeWealth’s Senior Advisor, Angus Rodgers, has contributed to his community while doing what he loves. Since the age of ten Angus has been playing AFL and his love for the game continues today. Angus began playing AFL at school before playing reserve grade for the Sydn
Read MoreCONTACT 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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Level 11, 815 Pacific Highway Chatswood, NSW 2067 -
PO Box 1134 Chatswood, NSW 2057 -
+61 (02) 9415 1511 -
+61 (02) 9411 3833
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