Our Team

Get to know Amruta and Monica, our financial experts who will be serving you with advice and solutions crafted from 20+ years of experience. Your future is in good hands with them.

Our Team

Get to know Amruta and Monica, our financial experts who will be serving you with advice and solutions crafted from 20+ years of experience. Your future is in good hands with them.

Our Financial Advisors

Amruta shah

Amruta Shah

Director & Senior Financial Advisor

With extensive experience in the banking and finance industry, Amruta Shah has dedicated her career to helping clients achieve financial security and a better lifestyle. Amruta is a Certified Financial Planner, CFP®, she has met extensive training and experience requirements and committed to the highest ethical standards that requires her to put her clients’ interests first. Known for her empathetic approach, keen attention to detail, and strong listening skills, Amruta excels at creating holistic, tailored financial plans that involve the entire family. Her commitment to getting clients financially organised has allowed hundreds to retire confidently, knowing their financial affairs are in expert hands.

Qualifications

Authorised Services

Monica Tatton

Partner Accountant & Senior Advisor

Monica brings 20+ years of experience in Taxation and Business Services to her role as a Chartered Accountant and owner of a successful chartered accounting firm. Holding a Bachelor of Commerce in Accounting and a Diploma in Financial Services (Financial Planning), Monica is also a qualified Financial Advisor. Her dual expertise in accounting and financial planning has enabled her to integrate a Financial Planning business into mtwo, enhancing the range of services we offer to clients. Known for her strategic approach and commitment to client success, Monica excels in delivering comprehensive business solutions and personal financial advice. Her leadership for 14 years in managing the firm underscores her dedication to excellence and client-focused outcomes, making her a trusted advisor in the financial community.

Qualifications

Authorised Services

Get in Touch

BAULKHAM HILLS OFFICE

Suite 18, 9 Seven Hills Road
Baulkham Hills NSW 2153
(02) 9686 8166

RICHMOND OFFICE

134 March Street
Richmond NSW 2753
(02) 4578 4333