Please reach out to the friendly team at Lead Advisory Group. Whether you are looking for a better accountant, starting a new business, need help with a self-managed superannuation fund, or are looking for a talented mortgage broker, we want to hear from you!
Led by experienced financial veterans Cara Hall and Brett Andrews, the Lead Advisory Group team are a passionate collective of industry leaders in accounting, financial advice, and mortgage broking. For more than 20 years we have been committed to providing our clients with high quality advice and financial services.
Our team of experienced professionals work collaboratively to ensure our clients receive the best possible care and attention. We are committed to providing a high quality service, centred around the individual needs of each client.
Cara started her career in accounting with Lead back in 2002 in the audit team (believe it or not), and quickly changed her career path to work in her areas of interest, taxation and business services, and subsequently financial services.
Dedicated to the firm, Cara quickly became a part of her clients’ business and an integral part of the firm, becoming a partner in 2012. Cara now oversees her team in taxation and business services as well as financial planning within the firm.
Cara is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
Bachelor of Business (Accounting)
Bachelor of Computing
Diploma of Financial Planning
Advanced Diploma of Financial Planning
If anyone knows Cara, she loves working with clients, this is what keeps her coming back, challenging clients to progress their own businesses.
What can you NOT live without? Coffee.
What is your favourite TV show or movie? Forrest Gump.
Brett’s expertise is in taxation and business services, and he has been with Lead since 1997 - becoming a partner in 2006. He relates to people from all walks of life, and enjoys learning about his clients and their businesses so he can help them become more successful.
Brett believes that we should work smarter not harder! We are always able to help, whether that be helping a client through the financial consequences of a business sale, assistance with a deceased estate or guiding you through a financial windfall.
Bachelor of Business
Brett loves playing cricket, and he is a life member of the Bendigo Cricket Club. He also enjoys watching sport on TV and having a laugh with family and friends. Brett’s ambition is to help clients achieve their goals and help them to succeed.
What do you spend your free time on? Travelling in the family campervan.
What is your favourite TV show or movie? Cricket.