Our Team

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Accession3, Accession 3, Accession, Accountant, Accounting, Finance, Financial Planning, Financial Services, Strategic Planning, CPA, Tax, Taxes, Superannuation , shared portfolio, funds, funding, home loan, business loans, management, Toowoomba, Queensland, Australia.

 

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Allan Vickers // Business Advising Director

“My focus is on structure improvement for asset and tax advantage, business strategy and key performance indicators, succession planning, analysis of financial investments & superannuation.”

He is both a Certified Practicing Accountant and Chartered Accountant, a Chartered Tax Adviser, has a Bachelor of Business and Diploma in Financial Services (Financial Planning).

Al was raised in Toowoomba where his father was a well respected general surgeon. He is now raising his own son, Rob, in Toowoomba with his wife Sonya, a primary school teacher at The Glennie School. 

Al has over 20 years of experience advising on financial management and working with individuals and business to achieve your goals.

  ln 2//  Connect with Allan


 

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Myfanwy Rigby // Business Advising Director

“I love working with clients across a range of areas including superannuation, business and asset growth, tax strategies, succession planning and cash flow management with the objective of improving their financial future. Ultimately, client success is the best measurement of my success, giving us both a feeling of fulfillment.”

Myf is a Certified Practising Accountant, a Chartered Tax Adviser, has a Bachelor of Business and Diploma in Financial Services (Financial Planning).

Myf is a mother to teenagers Jordan and TJ, having spent many years in the country they relocated to Toowoomba in early 2014.

She has a passion for education and that extends to client interactions and financially educating the next generation. Myf enjoys working with people who have goals and need a strategy and accountability to reach them. She has a passion for planning and self managed superannuation.

 ln 2 //  Connect with Myf


 

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Nick Rundle // Financial Services Director

“My role is to direct the financial services component of the business where I am very hands-on in providing tailored investment, super and life insurance advice and sourcing competitive home and equipment finance for clients through Loan Market.”

Nick is a Chartered Accountant, has a Bachelor of Commerce and a Graduate Diploma in Financial Planning. He has been providing financial and accounting advice since 2000. Nick provides an entrepreneurial and dynamic approach to wealth creation and management which is based on his experience as a stock broker and accountant.

He spent his early years in South Australia before his family moved to Hervey Bay and bought an orchard. Nick enjoys raising his two girls, Taya and Skye, with his with Paige, a Special Ed teacher at Middle Ridge School.

Nick’s area of expertise lies with his knowledge of the equities market and what drives the performance of companies. Nick has a relaxed but effective manner that will draw from you the real business and personal goals you are aiming for.

  //  Connect with Nick    ln 2


 

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Daniel Spencer// Financial Services Director

Dan, a rugby loving man, can often be found wistfully rejoicing in his career as a rugby B Grader. Luckily for us he is a better Financial Adviser.

A man who is passionate in eeking out every last dollar Dan will challenge you to continually think "what's next" on your journey to a better future. It's a windy road and Dan can help light the way.


 

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Danny McAuley // Associate

Danny joined Accession3 in 2016 with 10 years’ experience in the accounting industry. He completed his bachelor of commerce degree in 2007 and has been a qualified CPA since 2011. Having previously worked within boutique firms in Brisbane and Toowoomba Danny has gained a wealth of knowledge and experience that allows him to provide taxation and business management advise to individuals and businesses across a broad range of industries.

Danny is easy going and approachable with an ability to identify and explain complex matters with a simple straightforward approach. Danny has a rural background growing up on a property near Yelarbon QLD, his main areas of interest include primary production, building and construction, structure planning and capital gains tax.


 

Nathan Stein // Accredited Mortgage Broker

Nathan Stein is an Accredited Mortgage Broker through Loan Market – holding a Bachelor of Business (Accounting) and a Cert IV in Finance Broking.

Nathan has 25 years banking experience, and is well versed in all facets of finance – having significant experience in both Commercial and Retail Banking.  Over his career, Nathan has lived in many locations throughout Queensland, but has recently returned to his home town of Toowoomba.

Outside of work, Nathan is the President of Toowoomba Tenpin Inc and the President of the South Queensland Junior Tenpin Committee.

Nathan is married to Liza and has 2 boys – Cameron and Lachlan.

If you want to see how Nathan might be able to help you, please contact him at our office.

Mobile 0435 794 911
Email Nathan.stein@loanmarket.com.au


 

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Duane Granzien // Client Manager  

Duane and his wife Simone enjoy the rewards and challenges of raising teenage twins Jackson and Abbey. 

Duane has worked within the financial services industry for over 14 years, bringing a wealth of experience and expertise to help you reach the best possible financial outcome.


 

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Amy Wren // Accountant  

Having grown up in Goondiwindi, Amy now lives in Kingsthorpe with her two sisters and numerous fury friends.  Amy is a black belt in Tae Kwan Do and continues to train in the martial art as well as instructing others.

Amy has worked in the profession for over 9 years and is continuing to study at TAFE.  Her attention to detail and follow up makes her a great member of both our team and yours.


 

Taylor Riley // Accounting Cadet

Born and bred in Toowoomba, Taylor joined our team as an Accounting Cadet in 2015, after graduating from St Ursula’s College. An outdoor person, she enjoys playing and coaching netball and spending time with family and friends. Focused on kick starting her career, Taylor is studying a Bachelor of Commerce majoring in Accounting at USQ.  


 

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Amber Latter // Financial Services Administrator

Amber is a mother of three energetic young children and enjoys her career as well as all the joys of motherhood.

Amber comes from a banking background and has found a niche for herself in financial planning.  She is the ultimate support and go to girl for the team to ensure applications and implementations proceed effectively and efficiently.  Amber is the first port of call for financial planning enquiries.


 

Rachel Santos // Senior Administrator

Rachel is based in Manila in the Philippines.  She has a very close knit family of her parents and a brother and sister.   Rachel works hard in the office during the week to be able to spend quality time with her family of a weekend.  We are looking forward to Rachel visiting us here in Toowoomba.

Rachel has a bachelor in media marketing and has worked as a PA  to many business owners in both an office and virtual environment.


 

Kylie Barton-Edwards // Administration Assistant

Kylie is our American native who met her Australian husband, Alex, at University in America while playing soccer. She moved to Australia in July 2015 and soon after, completed her Bachelor of Science in Business Administration in November 2015. She has one son who always likes to keep her on her toes.

Kylie joined our team in March this year. She helps our mortgage broker and financial planners with their day-to-day tasks and has an eye for marketing within our company. She hopes, one day, to become a financial planner as the company continues to grow.


 

Lyllie Cowling // Senior Administrator

Lyllie has lived in Townsville, North Queensland for most of her life and relocated to Toowoomba with her husband Michael in January 2017.  She is a tertiary qualified vocalist and enjoys singing and performing when she can.

After working in administration, banking and customer service for the past 10 years, Lyllie is delighted to be a part of the Accession3 team and is looking forward to supporting all the staff and clients.  


 

Lauren Brown // Accounting Cadet

Lauren joined the Accession3 team in 2017 as an Accounting Cadet. She is currently studying a Bachelor of Business and Commerce at USQ majoring in Accounting and Human Resource Management while gaining hands on experience within the industry.