We are a boutique Sydney-based accounting firm dedicated to helping businesses grow by providing deep, reliable insights through the highest level of business, accounting and taxation 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.
FCPA, B.BUS. (ACC.), JP
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.
CPA, B.BUS. (ACC.)
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.
CA, B.BUS. (ACC)
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.
CPA, B.BUS. (ACC)
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.
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.
Business & Tax Advisor
Rosie has built a great track record helping businesses grow through her years spent with a boutique chartered accounting firm, adding further depth of understanding to the challenges our clients face. In her downtime, Rosie maintains a healthy lifestyle, playing competitive netball and hitting the gym. Rosie is a keen traveller and is devoted to the Italian lifestyle - good food with family and friends.
Adrian De Bortoli
Business & Tax Advisor
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.
Business & Tax Advisor
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.
B.COM (ACC.), CA
Business & Tax Advisor
Jerome’s attention to detail and understanding of business growth comes from his years working with businesses, family groups and high net-worth individuals, tackling challenges across taxation, accounting and self-managed superannuation. When he’s away from work, Jerome likes to spend quality time with family and friends. He is also an avid traveller, CrossFit enthusiast and enjoys exploring the great outdoors.
Business & Tax Advisor
Ellen has built on her academic background in Commerce to now apply her skills in a Tax and Business Advisor capacity with Momenta. Ellen’s fresh perspective allows Momenta’s clients to tap into her experience from privately run local businesses to Human Rights Government Institutions. After hours you’ll find Ellen playing competitive sport and celebrating her wins with friends.
ANZIIF (Snr Assoc) CIP ASIC #384430
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.
ANZIIF (Tier 1 Compliance) ASIC 1285441
Having completed a degree in criminology and criminal justice, Emma has key expertise in prevention and recovery. Emma always advocates for her clients and their best interests, ensuring their insurance works harder for them. While Emma looks after all general insurance, she specialises in equine, livestock and farm insurance. Outside of work Emma enjoys horse riding, travelling and caring for Australian wildlife.
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.
Natalie is a highly experienced customer service leader, having spent a number of years in various business administration and office management roles. Natalie lives a healthy, busy and active lifestyle and is always up for a Bootcamp challenge or competition.
Peter C Adams
CTA, FIPA, FFA
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.
Top-line revenue growth and bottom-line performance are the key ingredients to achieving your financial ambitions. While it sounds simple, it isn’t easy. That’s why the right partner is so crucial to help achieve that success. Momenta Advisors know that it’s not about sweeping changes, but making smart, well-informed decisions each day to ensure costs stay down and revenue moves up.
Our team have the experience to guide informed, strategic moves combined with the expertise to drive real change in your business. Let our mastery of efficiency and the latest tools provide valuable support for all stages of your businesses lifecycle, freeing up time so you can focus on the bigger picture. Our knowledge of personal and family wealth management uses best in class investment vehicles to legally minimise tax obligations and build sustainable, long-term strategies designed to grow and protect your family’s fortunes.
Business Advisors & Consultancy
Our Advisors can equip you with the insights and tools your business needs to flourish. From cash flow budgeting to analysis and forecasting, our detailed plans will help you get ahead.
The tax obligations of a business can be as unique as the business itself. We have proven tax management solutions for individuals and businesses of all sizes and complexity.
Tax Planning & Minimisation
Long-term success is built on strong foundations. At Momenta Advisors, we’ll protect your wealth by creating a tailored solution to optimise your structure and protect your assets.
Business Structuring & Asset Protection
Whether it’s shoring up foundations or building the next level, we’ll stay with you to ensure your assets are protected and business systems optimised, wherever your growth takes you.
Future-proof your business with a solid succession plan. Our specialist guidance makes sure your systems, processes, people, and goals are all aligned to ensure success and growth.
Business Sales, Acquisitions & Valuations
When buying, selling or valuing your business, the right guidance can achieve outstanding outcomes. We’ll help you make the right decision for your needs and budget.
With a deep understanding of tax and asset protection along with the technical and commercial factors of property development, you can invest with confidence, just like the experts.
Software Implementation Plans
Are you getting the most out of your accounting and business software? We can maximise your insights and performance, so you’re informed and ready for wherever growth takes you.
Commercial & Personal Insurance
Momenta brings an unparalleled level of service to everything we do and your insurance needs are no different. We believe your insurance should work harder for you, so you get the most from your insurance. Let us put you in a knowledgeable position to take control of your insurance requirements, regardless of your situation.INSURANCE
What our clients say
Momenta seemed to suit our entrepreneurial spirit and we haven’t looked back since making the decision. They are our go-to experts.
We have been very satisfied with the depth of knowledge and experience that they have provided to us.
Momenta were referred to me and from my first encounter it was obvious that they were a cut above any I had previously used.