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The team at Cashflow Financial are passionate about helping clients navigate their financial journeys with clarity, strategy, and results.
Brian Willett is the founder and director of Cashflow Financial Services Pty Ltd. Brian has over 30 years of experience in accounting, working with individuals, companies, start ups, trusts, and self-managed superannuation funds.
The Cashflow Financial team comprises of dedicated professionals committed to providing exceptional service and tailored financial solutions.
Brian Willett
Director & Founder Cashflow Financial & Cashflow Financial Wealth
Brian is the founder and driving force behind Cashflow Financial and Cashflow Financial Wealth, bringing over 30 years of accounting expertise and more than 20 in financial planning. He is dedicated to helping individuals and business owners minimise tax, manage CGT effectively, and protect their assets through smart, strategic planning.
With a strong focus on long term planning, Brian works closely with clients to create tailored strategies to support growth, wealth creation and sustainable success. His approach is built on trust, transparency and practical advice to help clients feel confident in every financial decision.
Brian holds a Bachelor of Commerce, a Graduate Diploma in Marketing, a Graduate Diploma in Financial Planning, and is a Certified Accountant.
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.
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.
Payton Southern
Accounts and Accounting Support
Payton provides valuable support to the accounting team. Her strong attention to detail and commitment to accuracy helps ensure that accounting processes run smoothly and efficiently. With a keen interest in finance, positive attitude and proactive approach, Payton plays an important role in delivering reliable, high-quality support for our team and clients.
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.
Lisa Thompson
Digital Marketing
Lisa manages our digital platforms, website, newsletters, online presence, and brand messaging, ensuring clients receive clear, helpful communication across all channels. Lisa also provides digital marketing services and Google Business Profile Optimisation services to our clients.