Our Story
At FinForce, we believe in the power of financial clarity to forge a path to success. With over two decades of industry experience, our dedicated team of advisors provides comprehensive financial strategies that align with your vision for the future.
Our Mission
To deliver innovative and trustworthy financial advisory services that exceed our clients' expectations and support their financial well-being.
Our Values
- Client-Centric Approach
- Integrity and Transparency
- Cutting-Edge Financial Insight
- Commitment to Excellence
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Meet the Minds Behind FinForce
Patricia Miller
Patricia Miller
Patricia Miller
Practice Manager
From a dynamic background in events and stage management to the heart of our practice management, Patricia ensures seamless day-to-day operations. Her expertise in self-managed superannuation fund setup is instrumental in maintaining our high service standards.
Basil George
Patricia Miller
Patricia Miller
Risk Adminstrator
Basil plays a pivotal role at FinForce, combining risk expertise with operational excellence. His focus on workflow streamlining ensures that our teams operate efficiently.
Leann Zhu
Patricia Miller
Leann Zhu
Head of Paraplanning
Leann combines her extensive accounting knowledge with financial planning to offer detailed, forward-thinking strategies. Her unique approach to paraplanning makes her an invaluable asset, especially in crafting complex advice documents.
Sue W
Denise Steindler
Leann Zhu
Strategic Lending Advisor
Since starting in the home loan industry in Currumbin in 2012, Sue has become a trusted expert in SMSF lending solutions. She works closely with financial planners, ensuring lending strategies align with clients' financial goals. Sue specializes in related party loans for SMSFs, offering expert guidance to simplify these complex transactions.
Jen M
Denise Steindler
Denise Steindler
Head of operations
Jen supports Shay in managing client workflows, ensuring seamless engagement with clients. Her role includes overseeing operational processes and maintaining high service standards across all client interactions.
Denise Steindler
Denise Steindler
Denise Steindler
Private Client Manager & Corporate Operations Lead
Denise plays a vital role in managing our private clients and overseeing the operations of our corporate business. Her precision and attention to detail ensure that even the smallest tasks are executed flawlessly—providing the foundation for larger strategic outcomes. This meticulous appr
Private Client Manager & Corporate Operations Lead
Denise plays a vital role in managing our private clients and overseeing the operations of our corporate business. Her precision and attention to detail ensure that even the smallest tasks are executed flawlessly—providing the foundation for larger strategic outcomes. This meticulous approach underpins our commitment to guiding clients toward long-term financial security
Adam Spizick
Mary G (Currently on Maternity Leave)
Adam Spizick
Our in house Accountant
Focused on Brisbane most of the time but extending beyond its borders, Adam, boasting over 30 years in chartered accounting, offers specialized assistance to SMBs and individuals, particularly in SMSFs. As the heart of our practice, he embodies warmth and ensures personalized care with every encounter. With roots
Our in house Accountant
Focused on Brisbane most of the time but extending beyond its borders, Adam, boasting over 30 years in chartered accounting, offers specialized assistance to SMBs and individuals, particularly in SMSFs. As the heart of our practice, he embodies warmth and ensures personalized care with every encounter. With roots in Brisbane, Cairns, and Yeppoon, Adam brings expertise and a personal touch to each community, prioritizing clients' financial well-being whether near or far, making complex matters feel simple and secure.
Tony Dunn
Mary G (Currently on Maternity Leave)
Adam Spizick
Responsible Manager
Tony holds the pivotal role of Responsible Manager for ASIC under our prestigious Australian Financial Services License (ASFL). With an illustrious career spanning 34 years in the Financial Advisory sector.
Mary G (Currently on Maternity Leave)
Mary G (Currently on Maternity Leave)
Mary G (Currently on Maternity Leave)
Head of Legal
Mary assumes a pivotal responsibility in safeguarding our adherence to legal standards and overseeing the management of our legal framework. Her extensive background in the fields of banking and finance equips our firm with invaluable expertise and insights, further reinforcing our commitment to compliance and regulatory excellence.
Shalu Sinha
Ridima Sawant
Mary G (Currently on Maternity Leave)
Financial Strategist and Mentor
Financial Strategist and Mentor
Shalu combines 5+ years of financial expertise with a personal, client-focused approach. A skilled strategist and mentor, Shalu has guided clients to their goals and trained over 50 professionals to excel.
Shay Ram
Ridima Sawant
Ridima Sawant
Owner & Strategy Maven
As the driving force behind our firm, Shay is deeply involved in the acquisition and integration of new business ventures, particularly in the accounting sector. His active role in various aspects of the business is a testament to our commitment to growth and excellence.
Ridima Sawant
Ridima Sawant
Ridima Sawant
Superannuation Expert at FinForce
Ridima is a Superannuation Expert at FinForce, where she is responsible for managing and preparing superannuation advice documents. With extensive experience working with Macquarie, Ridima ensures that superannuation strategies are accurately documented and aligned with each client’s financial objectives.