Summit Financial Advisors, led by Wayne Fowler, is a dedicated team of specialists offering expert financial advice and a range of financial planning services. Established in March 1993 as KH Chartered Accountants by Chris Krstevski and Mark Heanly, the firm has since evolved into a reputable practice known for its high professional standards and commitment to excellence. With over 25 years of experience in both Chartered Accounting and Commerce, Wayne Fowler joined the firm in May 1999 and became a partner in June 2002, further enhancing the firm’s expertise and client service.
Committed to building long-term relationships with clients, Summit Financial Advisors focuses on exceeding client expectations through a team environment that promotes growth and success. As a small firm, they prioritize providing quality, personal, and professional service to all clients. As a Member of Count Financial Limited, Summit Financial Advisors benefits from quality investment research, technical advice, and regular training and support, ensuring that clients receive a total financial advisory service of the highest quality. The firm’s philosophy revolves around delivering exceptional service and support to help clients achieve their financial goals.
Summit Financial Advisors Pty Limited, with its strong foundation in professional standards and ethics, offers a comprehensive suite of financial planning services. By combining accounting and taxation expertise with a commitment to excellence, the firm ensures that clients receive top-notch financial advice tailored to their individual needs. With a focus on continuous employee development and rigorous training programs, Summit Financial Advisors maintains the highest standard of excellence across all aspects of their operations, making them a trusted partner for clients seeking expert financial guidance.