Director

Robert Sedley Koschel

Credentials: B.Bus (Acc), CPA, 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.

Specialties:

  • Self managed Superannuation (SMSFs);
  • Portfolio Management and Investment;
  • Holistic 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;

In His Current Position:

  • Financial Planning, Superannuation, Accounting & Taxation – Director of Sedley Koschel Group
  • Key Driver of the firm achieving consistent high performance and platinum performance awards at various international conferences.┬áRobert 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.
  • Passionate about helping small and medium sized businesses, individuals and families reach their financial and personal lifestyle goals. Protecting wealth and the transfer of wealth.
  • Established and implemented a new Financial Planning and SMSF division into a North Qld medium sized Chartered Accounting firm and is a key driver of finding new strategic partnerships for the firm.

LEESA SWAIN

Financial Planner

BERNARD RYAN

SENIOR WEALTH MANAGER

AARON ELKHISHIN

PARAPLANNER

TRACEY JEFFS

WEALTH CLIENT SERVICES OFFICER

DANIELLE MORRELL

WEALTH CLIENT SERVICES OFFICER

YVONNE KOSCHEL

SMSF MANAGER

WARREN EDWARDS

SMSF Administrator

JAEMI KIM

SENIOR ACCOUNTING MANAGER

CRYSTELLE BRATLEY

SENIOR ACCOUNTANT

KRISTIANNA FOX

SENIOR ACCOUNTANT

SUZANNE SCHUH

LEGAL ASSISTANT

AMBER LEPIK

RECEPTION / ADMINISTRATION

SOPHIA KOSCHEL

Administration Assistant

TERRENA PEADE

PRACTICE MANAGER

Accreditations & Awards

IFA23_Seals_Finalists_Holistic Advice Firm of the Year
sedley-koschel-excellence-award-2021
sedley-koschel-excellence-award-2020
Best Financial Planner - Mt Isa
sedley-koschel-business-award-2022
sedley-koschel-business-award-2021
Australian Accounting Awards Logo
FAAA practitioner-badge
RIAA
Self-managed super fund specialist Logo
Sedley Koschel CPA practice Logo
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