About Momenta Advisors
At Momenta Advisors, it’s our mission to help you find your momentum in your business. Each day our team is focused on providing the highest levels of service across accounting, tax and insurance advising. Our reliable expertise takes care of all financial aspects of your business, so you can focus on what matters. No matter where you are in your journey, Momenta Advisors can provide the expertise to help you reach your financial goals.
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Why us
Helping people achieve their goals in business and in life is our top priority. With a dedicated commitment to results, our experienced team understands your needs. Our focus on innovation and efficiency means you can be guaranteed our business and accounting experts will provide the best insights and recommendations to you – to help you achieve your financial goals.
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What to expect
With our team, you’ll get timely access to data to drive smart decisions when it counts. Our financial experts share vital, industry specific knowledge to make sure you’re equipped with valuable, proactive advice. Our business acumen and effective tax strategies allow you to deploy this information when it matters. We drive further efficiency through smart applications of technology.
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Our service standard
At Momenta Advisors, we pride ourselves on outstanding customer service. Our clients thrive in our hands-on approach, professionalism, high standard of work and dependability. However you operate, you’ll always have access to our expert advice and guidance, on your terms. We succeed when you succeed – so we’re always looking for ways to propel you forward, in life and business.
Meet our team
Our tight-knit team of business, accounting and finance experts pride themselves on getting exceptional results for our clients. We’re modern, forward thinking and don’t do anything by half measures. Get to know us via the profiles below.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.