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About Us

I&M Wealth represents a joint venture partnership established in 2003 between Ibbotson & Moscatelli Accountants and Principal Partners Vic Pty Ltd. This partnership was borne out of a natural evolution of the need for a planning and wealth management offer for our clients.

The partnership brings together a sharing of resources, staff, and technical skills to deliver a complete and balanced financial solution that looks to maximise returns and minimise risk.   I&M Wealth focus on traditional strategies blended with specialised property investments with a 40-year history of delivering this type of successful asset management solution.

I&M Wealth follows the traditional I&M Accountant ethos, putting the client first and providing pragmatic advice that is thoughtful and creative.   The partnership allows us to offer you a qualified, experienced, and trusted adviser based here in our Glen Iris office.

With 40 years of combined experience in delivering asset management solutions, you can be sure our service:

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PROVIDES TRANSPARENT AND GENUINE ADVICE built on understanding and trust

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has proven outcomes of consistent high yielding results that match our clients needs

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is dependable with advice from an accomplished, knowledgeable and long standing team

Our Team

Our team is made up of a blend of I&M Accountant and Principal Partners staff. Our team know the industry and understand the importance of evolving with it to provide only the best services and results to our clients. At I&M Wealth you can be confident you have an experienced team working on your behalf.

John Brady

John Brady

Director

Matthew Morley

Matthew Morley

Director

Brad Akkerman

Brad Akkerman

Director (Principal Partners)

Amanda Davidson

Amanda Davidson

SMSF Specialist

Debbie Shanley

Debbie Shanley

Senior Accountant

David Kinvig

David Kinvig

Senior Paraplanner

Kurt Tonzing

Kurt Tonzing

Financial Adviser

Jo Loft

Jo Loft

Practice Manager

Miranda Hill

Miranda Hill

Marketing & Administration Assistant

Arthur Cayton

Arthur Cayton

Client Services Manager

Ashley Kaufmann

Ashley Kaufmann

Property Services Officer

Nikhil Sequeira

Nikhil Sequeira

Client Services Officer

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