ABOUT

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Our customers are our biggest advocates, and their glowing reviews are a testament to our commitment to excellence. Look at the stories shared by those who trust us for all of their NDIS planning needs.

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Meet our Team

Moien Khan, Director

Moien is a Sydney based Chartered Accountant and Chartered Tax Advisor with a Bachelor of Commerce, majoring in Accounting and Finance (USYD). Moien has over 18 years of professional services experience, specialising in taxation and business services. Over the years Moien has gained a broad industry experience. Moien is proficient in various accounting and business software programs and he has a proven track record in developing trusted relationships and helping clients to do well in business and in wealth creation. His willingness to help and provide a good service has prompted him to work within the NDIS industry, where he feels he can have a major impact in helping participants make the most out of their allocated budgets.

Kelly Heo

Kelly is a chartered accountant with over 10 years of working experience, which includes bookkeeping, planning and reporting. Her involvement in NDIS Plan Management comes from her passion in being involved with NDIS participants, where she would service food and organise activities for them on a weekly basis. Saturdays were a dedicated day for helping the community and Kelly now wishes to make that a part of her everyday lifestyle and is committed towards using her background and passion in being a plan manager.

Tevisht Juwaheer

Tevisht is dedicated towards helping people and has considerable exposure in contributing to the community, both in Australia and overseas. Along with volunteering across different charities in Australia, whilst serving meals, volunteering in charity shops, running cleaning campaigns, raising awareness on different issues and, being extensively involved in fundraising campaigns, he has also co-founded an organisation called HOPE overseas, which is dedicated towards spending quality time with the elderly and with people with disabilities. He has over 3 years of experience in an Accounting client-facing role and goes out of his way to meet client expectations. His willingness to help, along with his experience as an Accountant, makes him the ideal plan manager to simplify your day-to-day involvement with bills or other financial stresses.

John Kosmas

Working in the accounting industry since 1988, John brings 30 years of experience in professional services and private wealth management with a solid track record of building and growing successful businesses including large scale aviation, infrastructure and real estate projects globally. John also has good experience and knowledge regarding the policies and procedures regarding the potential and associated risks to a participants’ money and safety. John strongly feels that providing quality services, especially to the NDIS participants, should remain one of the top organisational goals and he is involved in a continuous improvement system which is in place to enhance the quality of those services.

We want to hear your story.

Tell us how we can help you and your NDIS plan succeed! We look forward to serving you with excellence.

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