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Cashflow Financial

Guy Ezzeddine

Partner Cashflow Financial

Guy Ezzeddine is a highly experienced accounting and finance professional, bringing strong technical expertise and strategic insight to the Cashflow Financial team. Guy is dedicated to helping clients understand their numbers, improve financial performance, and make informed decisions that support long-term stability and growth. His analytical approach, combined with his commitment to client service, makes him a trusted advisor for individuals, families and businesses.

Guy holds a Bachelor of Science in Accounting, a Master of Business Administration (MBA) in Accounting and Finance and is a member of CPA Australia, giving hm a solid foundation in both advanced financial management and business operations.

Gary Ormond

Partner Cashflow Financial

Gary is a Chartered Accountant with over twenty years of expertise in financial and management accounting. Gary’s career has encompassed roles at firms such as Deloitte and KPMG, where he honed his talents in assessing business performance and enhancing profitability.

With a dedicated emphasis on small to medium-sized enterprises, Gary holds a deep understanding of diverse industries, with a distinct specialisation in the Automotive sector. His proficiency extends beyond conventional number-crunching; he excels in pinpointing growth opportunities and implementing transformative strategies.

Karen Stevens

Office Manager/Accountant

Karen plays a key role in keeping Cashflow Financial running smoothly, combining her accounting expertise with strong organisational and client-service skills. As Office Manager and Accountant, she oversees day-to-day operations, supports clients, and ensures that processes are well-coordinated. With a solid background in accounting and administration, Karen is known for her attention to detail, reliability and ability to create a welcoming, professional experience.

Rosanna Felicetti

Client Manager / Senior Tax Consultant

With over 19 years of experience in taxation, Rosanna is passionate about helping clients navigate the complexities of tax season with confidence and ease. She specialises in individuals, sole traders, estates, and partnerships. Known for her meticulous eye to detail and a client first approach, Rosanna prides herself in building long-term relationships, identifying clients’ needs and partnering them accordingly.

Trent Appleyard

Senior Accountant

Trent has a Master of Public Accounting and is currently undertaking the CPA Program. Trent has worked with a range of clients, including high-net-worth individuals and family groups, assisting with tax compliance, structuring and strategic planning with a growing focus on Self-Managed Superannuation Funds (SMSFs). Outside of work Trent spends his time in and around the Como-Jannali Crocodiles Junior Rugby League Club as a player, coach and committee member.

Vy Tran

SMSF Administrator

Vy specialises in managing Self Managed Super Fund administration, compliance, documentation, reporting and ongoing SMSF obligations, ensuring clients receive accurate, reliable SMSF support. Her organised, detail-driven approach ensuring client SMSFs run smoothly and efficiently.

Mandy Timmins

Bookkeeper

Mandy provides essential bookkeeping support to Cashflow Financial clients. She is known for her organised approach, strong attention to detail & commitment to maintaining clear, reliable financial information for both the team and clients. 



Lily Oakes

Executive Assistant to Brian Willett

Lily provides reliable, high-quality administrative client support. Her attention to detail and commitment to accuracy help ensure smooth, efficient processes for both individual and business clients. Her positive attitude and focus on delivering exceptional client service contribute to the consistent, professional experience Cashflow Financial is known for.

Cashflow Financial Wealth

James Meehan

Wealth Advisor

James is an experienced financial services professional with a strong background working for leading multinational firms including J.P. Morgan, Macquarie, BT, and Ord Minnett, before transitioning into financial advice in 2018.

James takes great pride in helping clients build wealth, protect their lifestyle, and move from retirement uncertainty to clarity and confidence. James’ approach is grounded in understanding each client’s goals and creating strategies that support long-term financial security and peace of mind.

Kate De Zoysa

Financial Advisor

Kate brings over a decade of financial planning experience, helping clients navigate everything from wealth creation to retirement with confidence. This breadth of experience has allowed her to support clients through a wide range of financial situations, while adapting to evolving markets and regulatory changes. She is passionate about simplifying complex financial decisions and delivering tailored strategies that align with each client’s goals, values and long-term financial success. What drives Kate most, is making a meaningful difference in people’s lives through informed, thoughtful advice.

Maria Gracia Cevallos

Financial Planning Support

Maria holds an MBA and brings experience in business management and client services. She plays a key role in preparing documentation, coordinating client information and assisting with the implementation of tailored financial strategies for Cashflow Financial Wealth Clients. Her attention to detail makes her a valued member of the Cashflow Financial Wealth team. Maria is committed to delivering excellent service and creating a positive experience for clients throughout their financial journey.