Firm Profile

Profile and Background

Summit Financial Advisors began its' journey in March 1993 by Chris Krstevski and Mark Heanly under the name of KH Chartered Accountants. Chris and Marks' experience and development began as employees of an international accounting firm. The previous experience of the partners their personal ethics and values, became the foundation of a practice with the high professional standards usually found in the national and international accounting firms.

In May 1999 Wayne Fowler joined Summit Financial Advisors as a Manager. Wayne has significant experience of over 25 years in both Chartered Accounting and Commerce. Wayne was appointed as a partner of the firm in June 2002.

The highest standard of excellence is expected from all staff members, and is achieved by actively supporting employees in their studies, as a well as a defined and rigorous ongoing training program.

As a small firm, Summit Financial Advisors is focused on providing quality, personal and professional service to all our clients.

Summit Financial Advisors Pty Limited ABN 49 612 791 651 is a Member of Count Financial Limited ABN 19 001 974 625 who provides the firm with quality investment research, technical advice and regular training and support. When coupled with the firm's commitment to excellence and accounting and taxation expertise, the result for financial planning clients is a total financial advisory service of the highest quality.

Team Charter

At Summit, we are in the business of "Exceeding client expectations in a team environment promoting and enjoying opportunities, growth and success"