• Efficiency
  • Growth
  • Momentum

We are a boutique Sydney-based financial services firm dedicated to helping businesses grow by providing deep, reliable insights through the highest level of business, accounting taxation, finance & insurance services. Using the best of tech combined with seasoned expertise, we pride ourselves on providing certainty and maximising efficiency – governed by service standards that set us apart from the rest.

Our services

When you choose Momenta as your partner, you’re not only gaining access to our outstanding team of accountants but also to our expert insurance and finance professionals. With our in-house insurance and finance teams, we bring transparency and a deep understanding of these markets, guaranteeing that our clients receive tailor-made solutions that perfectly suit their requirements

  • Accounting

    Our services are crafted to help your business thrive and flourish. We assist in managing finances effectively and developing robust strategies, freeing up your valuable time to focus on growth. We take pride in delivering our expertise with the highest level of service, ensuring every interaction respects and values our clients.

    Accounting
  • Finance

    Our team is well equipped to find the right solution for all your lending needs, whether you're buying your first home, refinancing an existing mortgage, or seeking investment property financing, they will guide you through every step of the process to ensure you receive the best possible terms and rates tailored to your unique financial situation.

    Finance
  • Insurance

    Expert insurance solutions tailored to meet the unique needs of each client offering comprehensive insurance advisory services. Our commitment to excellence ensures that clients receive personalised guidance, optimal coverage options, and the highest level of service, providing peace of mind and financial security.

    Insurance

Michael Ferella

FCPA, B.BUS. (ACC.), JP

Director

Michael brings extensive experience and knowledge to help businesses grow, having worked with some of Sydney’s most respected firms. Michael specialises in guiding high-net worth individuals and industry-leading businesses with expert insights, taking their finances to the next level. Outside of work, Michael is a dedicated family man and avid sports fan, playing competitive soccer and pursuing road and mountain bike riding.

Chris Azzopardi

CPA, B.BUS. (ACC.)

Director

During his time as the financial controller for a large property development company, Chris drove the implementation and maintenance of the project feasibilities, group cash flows and lead the finance department. Chris is an industry leader dedicated to the intricacies of business growth. When not in the office, Chris can be found cycling, go-kart racing and spending time with friends and family.

Paul Slaviero

CA, B.BUS. (ACC)

Director

Paul has built extensive experience in helping businesses grow through years spent with one of Australia’s most reputable accounting firms. Paul brings a deep knowledge of tax and business advisory practices, making him well placed to help all types of businesses achieve their financial goals. When he’s not in the office, you can find Paul at the beach, exploring the great outdoors and travelling.

Shadie Taleb

CA, B.COM (ACC.)

Director

Shadie brings a strong background in taxation and business affairs to the Momenta team, built from years working in public accounting with a broad range of businesses across a variety of industries. Outside of work, Shadie enjoys keeping fit and enjoys a healthy lifestyle. He enjoys all sports but is most passionate about soccer.

Peter Boshell

ANZIIF (Snr Assoc) CIP ASIC #384430

Director, Business Risk Advisor

Peter brings a deep understanding of risk to the Momenta team, coupled with a comprehensive track record navigating the most effective ways to protect what matters to our customers. Peter believes in bringing integrity, respect and commitment to every client problem and strives to make your insurance work harder so you get the most from your coverage.

Sam Mournehis

DIP.FIN.(MRTBROKMGT), JP

Director, Finance

Sam has had a passion for Finance since his days working in large Iconic organisations, which led him into Mortgage and Finance Broking in 2015. He quickly developed proficiency in complex lending structures through his diverse client base. Sam has had longstanding relationships with clients buying their first home, and educating them to develop investment property portfolios, a rewarding experience for him and his clients. Sam enjoys quality time with his wife and 3 children, and getting his hands dirty somewhere on his farm.

Katrina Monteleone

Cert IV Acc. & Bookkeeping, BAS Agent

Director

Katrina brings over 15 years of bookkeeping experience. As a registered BAS agent, she excels in understanding the intricacies of each business, ensuring efficient systems and exceptional customer service. Committed to personalised service and innovation, Katrina leads with integrity and dedication. Outside of work, she enjoys being with her family and friends, cooking, traveling, exploring the outdoors, and cheering for Sydney FC.

Peter Carter

CPA, B.BUS. (ACC)

Senior Manager

Peter has been helping small and medium sized businesses grow since 2002, working alongside owners across a myriad of industries. So he knows first hand that the right advice is crucial for the modern business to reach its financial goals. Peter enjoys spending time with friends and family, motor racing, travel, movies and is an avid supporter of the NRL’s Cronulla Sharks.

Adrian De Bortoli

CA,B.ECO(ACC.)

Senior Manager

Adrian’s years with a mid-tier accounting firm have served him well, gaining a wealth of knowledge in accounting and tax. This has given Adrian a deep understanding of what it takes for businesses to build robust finances and take their operations to the next level. You’ll find Adrian spending time with friends and family, including his Australian Kelpie, Dozer. Adrian has a love of anything with two wheels and is a skilled snowboarder.

James Ahern

B.BUS. (FIN.)

Senior Manager

James brings a unique set of financial advisory skills to the Momenta team, having been involved with a variety of superannuation funds, investment platforms and insurance companies. His first-hand experience working with small businesses informs his tailored approach with clients today. James balances an active lifestyle and interest in cricket and soccer with movies, online gaming and quality family time.

Nicholas Richardson

Business & Tax Advisor

With Nick’s academic background in Professional Accounting, he applies his knowledge and skills within the Momenta Team as a Business and Tax Advisor. With a unique background in education, Nick brings with him an enthusiasm to help you understand your Business and Tax obligations. When he’s not in the office you’ll find Nick at the gym, exploring the outdoors, or in search of a good meal.

Nicholas Kalitsis

Business & Tax Advisor

Having completed a degree in Commerce Accounting, Nick can apply his skills in Tax and Business Advisory with the Momenta team. Outside of the office, Nick enjoys home brewing beer and sharing his brews with his family and friends. He is also a keen traveller, in particular south-east Asia and Greece.

George Alam

CA, B.COM (ACC)

Business & Tax Advisor

George is a Chartered Accountant with a passion for supporting small businesses. With 5 years of experience in commercial accounting, George brings expertise in finance optimisation. Outside of work, he runs a successful futsal business, plays football and values quality time with family and friends.

Koray Kurtoglu

B.Com (Acc.)

Business & Tax Advisor

Koray, a graduate with a degree in Commerce majoring in Professional Accounting has found a strong passion for Business & Tax Advisory. Coming from a family of accountants, Koray shows eagerness as a motivated individual to develop himself into a professional in the field of Accounting and Taxation. In his down time, you can find Koray training on the wrestling mats, playing football with friends or spending time with his family.

Toriana Giampietro

BAcc

Business & Tax Advisor

Toriana has come aboard the Momenta team as a Business and Tax Advisor. She brings a range of knowledge having previously dealt with a multitude of clients at previous firms. Toriana is currently undergoing a degree in professional accounting with the end goal of becoming a Chartered Accountant. In her downtime, Toriana enjoys eating at the best restaurants in Sydney and spending time with her family and friends.

Kelvin Trinh

B.BUS.

Business & Tax Advisor

Kelvin is a driven and detail-oriented aspiring tax accountant with a passion for helping individuals and businesses. With a strong educational background in finance and accounting from his business degree, Kelvin combines analytical skills with a dedication to accuracy and compliance. Outside of work, Kelvin enjoys badminton, bouldering and spending time with his friends and family.

Robert Chadid

Business & Tax Advisor

Robert has a background in funds management, superannuation, and health insurance. He has gained a passion for accounting with his bachelor’s degree and working with the Momenta team. When not in the office, he can be found having a laugh with his family and friends or spending his time watching The English Premier league, Formula 1 and NRL.

Felicity Best

Cert IV Bus. Cert IV Ldrshp & Mgt.

Senior Office Manager

Felicity honed her skills in customer service as an Account Manager and Personal Assistant for several local businesses. These many years of business administration and management have given Felicity a unique insight into the local business community. Outside of work, Felicity enjoys spending time with her family and is a keen tennis player and gym enthusiast.

Amy Vamvoukis

DIP.FIN(FinServices)

Administrative Assistant

Amy holds a Diploma in Financial Services along with 15 years industry experience. Amys’ previous roles range from Financial Paraplanner, to leading teams and projects within Product Distribution for large Financial Services organisations. Amy has a deep passion for driving exceptional outcomes for clients and helping them reach their potential. When not in the office, Amy can be found at home with her husband, son and two very active groodles.

Quyen Pham

Cert III Bus.

Office Manager

With years of administrative experience in reputable accounting firms across Sydney, Quyen has the ability to bring a wealth of knowledge and expertise to our team as the Office Manager. Quyen is a driven individual dedicated to fostering business growth by providing exceptional value and service to exceed client expectations. Outside of work, she enjoys discovering new restaurants and cherishing quality time with family and friends.

Sabrina Jury

Diploma of Insurance Broking ASIC #1300951

Account Manager

Sabrina brings extensive insurance knowledge to Momenta and has dealt with a wide range of risks from international corporations to small local businesses. Having completed a Bachelor’s Degree in Psychology, Sabrina understands the importance of connection and communication and prides herself with her friendly and caring nature. Outside of work, Sabrina enjoys going to the beach and spending time with family and friends.

Melissa McFarlane

Administrator

Melissa has worked in various roles within the finance industry for the majority of her working career. She prides herself on providing a warm, friendly, and knowledgeable customer experience to all clients. Melissa is very passionate about fitness and loves to motivate people. She has been competing in triathlons for over 20 years and can often be found cycling and running through the streets of the local area.

James Mifsud

B.APCOM(ACC.FP) & CIV.FIN.MRTBROK

Mortgage & Lending Specialist

With James’ academic background and experience in the mortgage broking industry, he is well placed as Momenta’s Sydney CBD Lending & Mortgage Specialist. Through growing up in a family of real estate and finance experts, he has been steeped in the industry from an early age. Outside of the office James enjoys bouldering and rock climbing with his partner and spending time with friends and family at pub trivia nights or playing board games.

Amira Bruzzese

Bookkeeper

Amira brings a wealth of knowledge and precision to bookkeeping, specialising in record keeping, reconciliations, and payroll. She is committed to providing exceptional customer service, with a strong focus on attention to detail in every aspect of her work. Outside of work, Amira enjoys spending quality time with her family and friends and has a passion for travelling.

Lisa Borg

Bookkeeper

Lisa is driven and detailed orientated, with a passion for compliance and contracts. She prides herself on providing exceptional customer service. Outside of work Lisa enjoys spending time on her family farm with her family and animals.

Lisa Neist

Bookkeeper

Lisa's attention to detail and ability to ask the right questions reflect the passion essential to being a successful bookkeeper. With extensive knowledge in accounts receivable and payable, Lisa understands the importance of staying in control of these crucial areas within your business. When Lisa isn't meticulously managing your books, you'll find her creating lasting memories with her family.

Peter C Adams

CTA, FIPA, FFA

Tax Counsel

Peter has worked in senior tax roles at top-tier accounting firms before going on to provide tax training to members of professional bodies, accounting firms, corporates and non-profit bodies. Peter enjoys playing and watching sport, and particular, the quality time he gets to spend with his family and friends.

Ready to grow your business?

Discover how Momenta Advisors can support your business with comprehensive services in Accounting, Finance, and Insurance. Contact us for personalised solutions and expert guidance to drive your business forward.

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What our clients say

Sedat Papagan

The reviews and budget setting was something that I had been saying that i was going to do for over six months and just didn't get around to. Definitely a huge value add to our business and genuine business advisors not just accountants looking at the past 12 months. Highly recommend their services.

Jamie Moore

Have been using momenta, supported by Paul, for several years. Have had them manage tax and accounts for my business and our personal tax. Work is always prompt and clear, and any questions about it are always responded too - no question is left ignored. Would certainly recommend to others.

Gregory Sheedy

The team at Momenta are amazing, They are professional, reliable and we trust in their experience. Their advice is continually a huge benefit to our company, allowing us to become more efficient and productive by assisting us with all our business requirements, in particular our use of Xero. We highly recommend the Momenta team they will not disappoint.

Johanna Mallinson

Chris has been our accountant from the commencement of our business in 2018. He has guided us every step of the way and has a true passion for helping business achieve its maximum potential. His approach is friendly, professional, hard and direct advice when needed and very approachable. Highly recommend Chris and his team.

Brett Abdy

I was referred to Chris and the team through a close friend that has been using Momenta Advisors for some time now. Chris is very helpful and available (almost) anytime of the day to take my questions and give me running advise. I really do like the meetings we have, they help give me direction in my newly formed business
I have no hesitation in referring them on

Dean Bowel

I have worked with Paul for almost two years now and I highly recommend him and the team. Paul is always available to answer questions, assist with documents and anything else I need. He has taken the time to understand my business and what I want to achieve and his advice and support is always valued and appreciated.

Debbie Thompson

I have been dealing with Momenta Advisors for 8 years, both personally and with our family business as well. The service that they provide is exceptional and I have no hesitation in recommending them. The team is always available to sort out any issues and no problem is too small.

Michael Petricevic

Absolute pleasure to deal with Michael and Chris they are like our in house Financial Controllers. Advice is succinct, timely and cost effective. I have worked with no better accounting firm in my 30 years of business as an accountant and CEO.