Our Team

Our team are highly qualified and motivated to help you achieve your business and/or personal goals. 

Paul Tsimopoulos - Director / Accountant / Business Advisor / Financial Adviser / Lending Specialist

Paul is a qualified Accountant, Financial Adviser and Mortgage Broker with 25+ years of professional experience. Paul founded Assured Business & Wealth Advisors since its inception in 1994. 

Paul is committed to supporting and developing the interests of clients, including owners and operators of small and medium enterprises. 

Paul finds that the most rewarding client relationships are those based on mutual trust which is developed over a period of consistent and effective service and advice.

Professional Achievements 

Fellow Member of the Institute of Public Accountants

Fellow Member of the Taxation Institute of Australia

Fellow Member of the National Tax & Accountants' Association

Chartered Tax Adviser

Registered Tax Agent

Xero Certified Adviser

Authorised Representative of Synchron

Member of the Finance Brokers Association of Australia

Authorised Credit Representative of Finconnect Australia

Diploma in Financial Planning

Justice of the Peace

Click HERE to book an appointment with Paul

Ross Monteleone - Accountant / Business Advisor / Financial Adviser

Ross is a qualified Accountant and Financial Adviser and has 10+ years of professional experience. 

Ross is driven by his clients financial successes and finds assisting clients particularly rewarding. 

As a qualified Accountant & Financial Adviser, Ross is extremely passionate about Financial Planning and believes that it is important for everyone to have access to good financial advice that is based on meeting a client's lifestyle and financial goals. 

Professional Achievements 

Member of the Institute of Public Accountants

Registered Tax Agent

Authorised Representative of Synchron

2014 Count Financial Ltd Young Adviser of the Year Finalist

Click HERE to book an appointment with Ross

Melissa Donaghay - Accountant / Bookkeeping specialist / Xero Certified Adviser

Melissa has more than 15+ years experience in Accounting and Bookkeeping and is a Member of Institute of CPA's. 

As an integral member of our team, Melissa is responsible for managing a broad variety of clients, providing them with a comprehensive range of business services. 

Melissa possesses the required skills and experience to assist business owners in growing their business - from the initial start-up phase through to creating a sustainable business. 

Professional Achievements 

Member of the Institute of Certified Practising Accountants Xero Certified Adviser Diploma of Financial Services

Click HERE to book an appointment with Melissa

Gina Tsimopoulos - Client Services

Gina joined Assured in 2000 as Assured's Administration Manager. Throughout this time her role has evolved to encompass a broad range of responsibilities that contribute significantly to the administrative and internal business operations of the firm. As one of our “directors of first impressions” Gina is that friendly voice on the phone ensuring that all your requests are met in a timely and efficient manner.

Kate Lloyd - Paraplanner

Kate has over 10+ years experience in the Financial Planning industry. She has a broad knowledge in Financial Planning matters and has previously held roles as a Financial Adviser, Paraplanner and Client Services Officer throughout her career. 

Kate believes that everyone can benefit from reviewing their financial affairs and enjoys assisting people meet their goals and objectives, both now and in the future. 

Professional Achievements

Bachelor of Business (Commercial Law) Diploma of Financial Services