who we are
With over 40 years of collective experience, we proudly deliver a full range of taxation and accounting services, personally tailored to your financial situation. With an extensive suite of services including tax advice and planning, entity establishment services, self managed super funds, business mentoring and financial planning, our scope of knowledge and expertise allows us to bestow a wealth of financial wisdom to our clients with intelligence, efficiency and care.
We also have direct contact with mortgage and business brokers, risk brokers, conveyancers and solicitors.
who we are
About Our Organisation
Our Mission and Vision
Our mission is to proactively assist and empower our clients to achieve their personal, financial and business goals, by delivering tailored tax and accounting solutions, personalised one-to-one service and ongoing support.
As a modern innovative accounting firm with an holistic approach, our vision is based on building on our new and ongoing relationships, as these are central to our core.
Why The Name Mentor?
In business as in life, the areas of accounting, taxation and financial planning inherently work together. They’re part and parcel of a whole, that also includes legals, insurances and financial management.
As experienced professionals in tax and accounting, we understand this in depth, and proudly employ this insight into all aspects of our services, from tax advice and accounting to financial planning and business mentoring.
The meaning of the word mentor is encapsulated beautifully in this definition:
Mentor – An experienced and trusted adviser.
We value our clients as people, whether individuals, companies or trusts and offer our mentorship not as an extra, but as core to our belief in and provision of great service. This point of difference is so important to us that we wanted our name to say it: Mentor Group – Good People, Great Service.
Director and Principal
Meschel brings forward to Mentor Group over 28 years in public practice. She now oversees all tax planning and retirement issues, reviews all work for compliance and ensures the team are working with the firm’s clients to reach their goals. Meschel also has specialised knowledge in the area of rental investment.
Meschel’s high exposure to public practice gained over 28 years, inspired her early on to become a tax agent. With a determination to create a pathway for success, within one year she became a bookkeeper. Then, through studying evenings and gaining her qualifications, she progressed to become a Tax Agent and Accountant. Meschel has also successfully completed her Financial Advising requirements Diploma (RG146) together with Complex Trust, Tax and Property Law courses.
Moving forward, after much hard work, Meschel is now leading Mentor Group into a bright future. Never one to stand on her laurels, Meschel believes in continual professional development. She continues to study in the fields of finance and stays on the cutting-edge of accounting and tax, passing on the benefits to her team and in turn, Mentor Group’s clients. Meschel has also been nominated as Female Accountant of the Year for the 2018, 2019 and 2020 years.
Member of Institute of Public Accountants
A Fellow of the Institute of Financial Accountants
A Chartered Accountant (CA) with over eleven years’ experience, Sara initiated her career as a tax accountant and continued to develop her accounting and Self Managed Superannuation Fund skills. Sara is a Self Managed Super Fund Specialist with an abundance of technical knowledge and has worked across a variety of areas as a CA with clients from a broad range of industry sectors and of varying size and complexity.
Sara’s work with Mentor Group is particularly focused in the areas of Self Managed Superannuation Funds, individual tax returns and tax compliance related matters. She is a valued member of our team and specialist in her field.
Ashleigh joined the practice in April 2020 and brings with her over 6 years of experience in public practice. Ashleigh is a Chartered Accountant (CA) with a wealth of knowledge in compliance and business advisory.
Ashleigh has spent most of her career in mid-tier AFR top 100 firms working with large corporates, complex tax structures and business advisory across various industries. Ashleigh is an Accredited XERO expert and often assists clients with their queries and setups.
Ashleigh is passionate about working with small business owners to reach their goals.
Private Wealth Manager
Luke has worked as a Financial Planner since 2006. His goal is to provide holistic advice to his clients ensuring that they receive the most appropriate strategies and solutions.
Luke holds an Advanced Diploma of Financial Services (Financial Planning) along with the Graduate Diploma of Financial Planning.
Private Wealth Manager
Jon is a dedicated Financial Adviser with a blend of analytical expertise and a passion for building meaningful relationships. Jon completed a Graduate Diploma of Financial Planning, Accredited Derivates adviser Level 1 and Advanced Diploma of Financial planning.
Jimmy has been working in the financial services industry since 2014 and understands the value of providing a client-first approach. He completed his Bachelor of Commerce (Finance) and Bachelor of Science at Monash University and holds a Graduate Diploma of Financial Planning.
Client Services Manager
Lucy is an accomplished Client Service Manager with an extensive background in the financial services industry, bringing many years of professional expertise. Over the course of her career, she has developed a deep understanding of the intricacies of client relations and service delivery.
Client Services Manager
Mitchell started working in the financial planning industry in 2019 and has since grown a strong belief in the importance of good quality financial advice. Mitchell completed his Bachelor of Business (Financial Planning) in 2020 at RMIT University and Certificate IV in Finance and Mortgage Broking in 2023.