Michael Kelly
Michael has in excess of 25 years of experience in financial management, analysis and business development across a wide range of sectors. His expertise includes financial advisory, tax structuring, risk management and compliance. Michael has clients Australia wide and is solutions focused.
Michael holds a Bachelor of Business, is an Associate of the Institute of Chartered Accountants, having held a certificate of Public Practice since 1991, and is also an Authorised Representative of GWM Adviser Services Limited. He currently sits on the Board of Morris Finance Ltd, an unlisted public company, in addition to doing pro bono work for various Victorian based not for profit organisations.
Mick Catanzariti
Mick Catanzariti is a CPA qualified Accountant and a founding Partner at Ascot Partners. He has extensive experience in dealing with individual taxation issues right through to complex mutli transactional issues.
Mick specialises in taxation , business consulting , structuring and Self Managed Superannuation Funds. He has a range of clients in various industries, including Real Estate Agencies, Construction, Retail & Financial Services.
Nicholas Emini
Nicholas, a graduate of Deakin University, has been in the financial services industry for over 13 years. As a qualified financial adviser he has worked with some of the countries largest financial institutions namely ANZ, CBA & St George. His experience extends from advising individuals through to large institutional clients, while also working with some of the countries wealthiest families.
He was instrumental in St George Banks development of a Financial Planning business when the bank decided to enter the Victorian market. He acted as the State Manager Financial Planning (Vic) and was also an active member on the banks Victorian Business Development Committee. Equally so, Nicholas was the catalyst in establishing the Corporate Advisory business while at CBA Institutional banking. Introducing it's bankers and clients alike to a full service financial planning offering.
After a successful corporate career holding numerous senior positions, Nicholas became a founding partner of ASCOT Partners and its financial planning business – ASCOT Wealth Management (formally ASCOT financial). Financial planning has always been his passion and he enjoys using his skills and experience to help clients achieve their financial goals at all stages of their life cycle. He strongly believes that great value can be gained for clients by using a structured planning process with regular and ongoing reviews.
Nicholas’ vast experience in all facets of financial planning places him at the forefront of the industry. With his unmistakable open and honest opinions, Nicholas continues to be an industry leader specialising in superannuation and insurance advice.
