Team

We are proud to have built a team of talented professionals, dedicated to helping clients meet their financial potential.

Our team features accountants and financial advisors with diverse skills and specialisations to meet the challenges of an ever-changing industry.

Partners

Cheryl Di Florio
Business Solutions and Financial Planning

A partner at Hamilton Morello since mid 2001, Cheryl is a Chartered Accountant with specialisations in financial planning, superannuation advice and auditing. Cheryl provides advice to family businesses across a variety of industries in both metropolitan and country Victoria . Cheryl advises on a broad spectrum of client needs, often assisting with succession planning and estate planning. She also regularly delivers financial planning advice, including aged care advice for individuals.

Mark Porta
Business Solutions

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Mark is a partner of Hamilton Morello and has been servicing the small and medium-sized enterprise sector for over 15 years. He has many years' experience specialising in the food and hospitality industries with a strong focus on franchises and advising licensees. Mark develops close relationships with the business owners he advises. He enjoys helping his clients become more efficient and ensuring they have up-to-date financial information when making the important decisions. Working closely with the Wealth Solutions team, Mark is committed to ensuring his clients' businesses are well protected and that their personal financial goals are achieved. Marks holds a Bachelor of Commerce and is a Certified Practicing Accountant (CPA). Mark is a regular golfer in his spare time.

Major specialisations

Business advisory services
Franchise advisory services
Business succession planning
Estate planning
Dispute resolution

Rhys Pedler
Business Solutions

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Rhys is a Chartered Accountant and partner at Hamilton Morello, having joined the firm in 2006. Rhys is focused on building close relationships with clients, and works with clients both in metropolitan Melbourne and country Victoria. Rhys specialises in the following areas:

Business advisory services including virtual CFO & management reporting services
Succession planning & tax structuring
Estate planning
Primary producer tax strategies
Capital gains tax specialist

Outside of work Rhys looks forward to new travel experiences, and enjoys spending time with his wife and three children.

Dean Mets
Business Solutions

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Dean is a new addition to the partnership group of Hamilton Morello, having been with the firm for over 13 years. Dean has a strong focus on assisting small to medium businesses, to ensure they flourish in these challenging times. He has a keen emphasis on building long term relationships with a wide range of clients, across many industries, in both metropolitan and regional areas. He as an extensive range of knowledge and skills he applies to achieve the best outcome for his clients. He excels in research and application of technical taxation issues. His major specialisations include – Business advisory, franchise advisory, structuring and taxation. Dean holds a Bachelor of Commerce from Monash University and is a proud Chartered Accountant. Outside of work he enjoys spending time with his young family and is still celebrating Melbourne Football Club’s premiership.

Robert Cranmer
Business Solutions

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Rob is a new addition to the Hamilton Morello partnership after starting out as a graduate in 2012. During his tenure, Rob has rapidly developed and refined his skills, working with clients from various industries who have benefited from his robust services. Business development, identification of growth opportunities, process remodelling, and risk management represent the cornerstones of his approach to providing solutions and maximising client satisfaction. Rob has demonstrated his exceptional accounting skills and tax expertise time and time again, specialising in business valuations and sales, different corporate structures that minimise tax, and reactive adaption to changing laws. Alongside his focus on current challenges, Rob maintains long term vision of his clients’ superannuation needs, succession planning, and multi-generational wealth management. He is a strong believer that responsive communication with clients is essential to managing expectations effectively, and fosters relationships with his growing portfolio of clients by developing a personable connection with all stakeholders. This, along with strategic planning, an understanding of the business environment and operational efficiency allows Rob to consistently deliver outcomes which satisfy the needs of all parties involved. Outside of work, Rob is an avid local cricketer, enjoys travelling and spending time with his friends and family.

Ryan Pickles
Financial Planning

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As a partner and a certified financial planner, Ryan has extensive experience in superannuation, wealth protection and investment advice. Ryan seeks to develop personal relationships with his clients so that he can really help them achieve both lifestyle and financial goals. Ryan is a regular contributor to the Financial Planning Association's Ask an FPA Expert program, and keeps abreast of all legislative changes to ensure his clients are continually receiving up-to-date advice.

Major specialisations

Superannuation and retirement planning
Wealth protection
Buy/sell agreements for businesses
Borrowing to invest
Self-managed superannuation fund (SMSF) advice

Nick O'Halloran
Financial Planning

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Nick is a partner and senior financial planner who works with small and medium-sized business owners and individuals, offering holistic advice to help achieve their lifestyle and financial goals. Nick has been a guest speaker at many functions, presenting on a wide range of financial planning topics such as superannuation, cash flow and budgeting and the importance of insurance. Nick is extremely passionate about goal setting - ensuring clients are excited and motivated to create and achieve their personal goals.

Major specialisations