Meet Our Team

Director of Sedley Koschel Group

Robert Sedley Koschel

Credentials: B.Bus (Acc), FCPA, SSA®️, SMSFA, Registered Tax Agent,

Robert Koschel is a Sub Authorised Representative (ARN 244979) of Sedley Koschel Wealth Pty Ltd, a Corporate Authorised Representative (No.326979) of My Wealth Garden Pty Ltd. ABN 69 653 961 767 | Australian Financial Services Licence No. 537415.

Robert’s key driver is the firm’s achievements, with consistently high performance and platinum performance awards at various international conferences. Robert was the driving force behind receiving “High Achieving Financial Planner” at the PIS International Conference in 2008/2009, Platinum Advisor in 2014, along with PIS Platinum Accounting Award in 2012/2013 & 2014.

Robert is currently Group Managing Director of the Sedley Koschel Financial Group and My Wealth Garden, and Executive Director of Sedley Koschel Law.

Meet Our Team at Sedley Koschel
B.Bus (Acc), FCPA, SSA®️, SMSFA, Registered Tax Agent

About Robert Koschel

Robert is a highly experienced and award-winning financial professional who oversees the management of hundreds of millions of dollars in client assets. He provides comprehensive advice to individuals, families, and businesses, drawing on his expertise in financial planning, superannuation, insurance, accounting, taxation, and law.

Robert is deeply committed to helping clients achieve their financial and lifestyle goals, with a strong emphasis on wealth protection and transfer.

As a driving force behind Sedley Koschel’s success, Robert fosters key strategic alliances and has led the firm to achieve numerous industry awards, including consistent recognition as a finalist in the National Holistic Advice Firm Awards. He is known for his client-focused approach, building long-term relationships based on trust, integrity, and a commitment to achieving outstanding results.

Robert is passionate about empowering clients to make informed financial decisions that protect and grow their wealth. Connect with Robert to discuss your financial goals.

Robert Koschel’s Specialties Include:

  • Self-managed Superannuation (SMSFs)
  • Portfolio Management and Investment
  • Holistic wealth advice for large family groups and high net worth families
  • Small and medium-sized businesses located in the mining industry
  • Taxation Agent, ATO objections and Family office
  • Taxation Strategies and Group accounting advice
  • Business Structuring Advice and Small Business Mentor
  • Wealth Protection and Business Owners Protection Insurance
  • Estate Planning and Will Scoping

Our Team is Waiting For Yoru Call

Meet Our Team Of Financial Professionals

Meet our team – a dynamic group of professionals whose experience spans multiple areas of finance. From rural to regional financial matters all under the leadership of Director. Robert Koschel, who holds a B.Bus (Acc), FCPA, SSA, SMSFA, and is a Registered Tax Agent, the team offers expertise in financial planning, superannuation, accounting, and taxation. Robert’s dedication to helping small and medium-sized businesses, individuals, and families achieve their financial and personal lifestyle goals is evident through the firm’s consistent high performance and numerous awards, including the “High Achieving Financial Planner” at the PIS International Conference in 2008/2009 and the Platinum Advisor in 2014.

While the exact combined years of industry experience of the Sedley Koschel team are not specified, their commitment to excellence is reflected in their vast experience across various financial services. The team includes professionals such as Bernard Ryan (Senior Wealth Manager), Leesa Swain (Financial Planner), Jaemi Kim (Senior Accounting Manager) and others, each bringing valuable expertise to the firm. This collective knowledge ensures that clients receive comprehensive and insightful advice tailored to their unique financial situations. If you would like to meet our team call us on 1300 00 11 08.

TERRENA PEADE

PRACTICE MANAGER

BERNARD RYAN

SENIOR WEALTH MANAGER

JAEMI KIM

SENIOR ACCOUNTING MANAGER

LEESA SWAIN

FINANCIAL PLANNER

TRACEY JEFFS

WEALTH CLIENT SERVICES OFFICER

DANIELLE MORRELL

WEALTH CLIENT SERVICES OFFICER

YVONNE KOSCHEL

SMSF MANAGER

AARON ELKHISHIN

PARAPLANNER

SEAN YAN

SENIOR ACCOUNTANT

CRYSTELLE BRATLEY

SENIOR ACCOUNTANT

SUZANNE SCHUH

LEGAL ASSISTANT

KATHY RICHARDSON

RECEPTION / ADMINISTRATION

SOPHIA KOSCHEL

ADMINISTRATION ASSISTANT

Got a Question About Your Finances?

Grow. Sell. Live.

S.K. Group – Holistic Financial Management

If you have been searching for the right financial planning experts who can meet your needs and help navigate an ever-changing economic landscape, we would love to work with you.

We offer a wide range of financial services from one location. These services include: tax agents & accountants, small business advice, financial advisors & financial planners, wealth advice, your personal wealth portal, self managed super funds (SMSF), wills & estate law, age care financial planning, tailored insurance services, property investment, small business virtual CFO, and ask us about Probate Law….

Are you looking for our client portal login? Click here to visit My Prosperity Portal. Or call us today on 1300 008 108 -or- schedule an obligation free consultation at a time that suits you.

Sedley Koschel Group Holistic Financial Planning Services

Acknowledgement of Country

We acknowledge and pay respects to the people of the Yugambeh language region of the Gold Coast and The Kalkadoon People of Mt Isa and all their descendants both past and present. We also acknowledge the many Aboriginal people from other regions as well as Torres Strait and South Sea Islander people who now live in the local area and have made an important contribution to the community.