Your Team

Max Moodley

Principal NSW

Max Moodley is the founder of what is now the Sydney arm of the firm. From a standing start the practice grew to accommodate a large number of clients, predominantly medical specialists. The focus has been on holistic advice for time poor professionals in this field. Tax planning and proper structuring has always been a key motivation. He has over 20 years of experience in the provision of financial and tax advice.

Professional Memberships/Qualifications:

• Master of Laws (LLM)
• Chartered Tax Adviser (CTA)
• SMSF Specialist Advisor (SSA)
• Licensed Real Estate Agent (LREA)
• Member – The Tax Institute
• Member – SMSF Association

Herbert Mai

Partner - Lending & Finance

Herbert Mai is an experienced credit and finance adviser with over 12 years experience in residential and commercial property finance.

He graduated the University of Melbourne with a Bachelor of Urban planning and Development, and combined these skills with property finance over 12 years with the Westpac Group.

Along the way he also received his Diploma in Financial Planning.

With an understanding of both the growth of the Australian property market and Banking credit requirements, he is able to assist clients over the short and long term in achieving financial goals based around the acquisition of property and helping them find the right finance for all circumstances.

He looks to tailor specific solutions for each client, as he understands every client is in a different unique situation.

Professional Memberships/Qualifications

• Bachelor of Urban Planning & Development
• Diploma in Financial Planning RG146
• Diploma of Finance and Mortgage Broking Management
• Member – Mortgage & Finance Association of Australia (MFAA)

Danielle Podolak

Authorised Credit Representative No. 571095

Dani specialised in mortgage work for various financial institutions for both residential and commercial properties. Recently at the Westpac Group she enhanced her client relationship focus and her role allowed her to further develop an understanding of banking requirements, whilst also managing client on boarding and various transactions.

Dani enjoys supporting clients to ensure their interactions run efficiently and smoothly.

While away from the office she loves her garden, travelling, and spending time with family and friends.

Professional Memberships/Qualifications

• Bachelor of Business (Property).

Margaret Patrick

Director - Legal

Margaret graduated with a Master of Laws (Juris Doctor) degree from Monash University and was admitted to practice in the Supreme Court of Victoria in June 2017. She has since developed her legal career in corporate and commercial law in large mid-tier firms (HWL Ebsworth) as well as boutique firms (Nicholson Ryan Lawyers) before joining MEDIQ Legal.

Margaret aims to provide practical and tailored solutions to clients which are informed by a deep understanding of a client’s business and circumstances.

When Margaret is not working, she is thoroughly and happily consumed with family life and in particular, all things involving her toddler.

Professional Memberships/Qualifications

• Member of the Law Institute of Victoria
• Member of Victorian Women Lawyers
• Master of Laws (Juris Doctor)

Ankur Dogra

Partner - Accounting & Taxation

Ankur has more than 15 years of experience in Business Services, Business Advisory, and Superannuation.

He is driven to provide the best outcomes for his clients and is passionate about providing quality and timely service.

Ankur prides himself on gaining a deep understanding of his client’s business and personal circumstances in order to achieve their wealth creation and life goals.

Professional Memberships / Qualifications:

• Certified Practicing Accountant (CPA)
• Bachelor of Commerce (Accounting)

Joy Xu

Client Director - Accounting & Taxation

Joy is a CPA and holds a Master of Accounting (Macquarie University). She has over 20 years of experience as an accountant, tax advisor and strategist. Since August 2007, she has been advising medical professionals and practices in all aspects of accounting and tax. This includes highly structured and complex arrangements involving companies, trusts, partnerships and super funds.

Professional Memberships / Qualifications:

• Master of Accounting (Macquarie University)
• Certified Practising Accountant (CPA)

Adrian Do

Intermediate Tax Accountant

Adrian has a Bachelor of Commerce – Professional Accounting and has partially completed the CPA program. He has a good all-round grounding in various aspects of accounting and taxation. From tax preparation, BAS and general reconciliation, Adrian also has strong accounting software skills and has really helped his clients with their own bookkeeping processes. He is also currently developing further experience in the administration of SMSFs.

Professional Memberships / Qualifications:

• Bachelor of Commerce (Professional Accounting)
• Certified Practising Accountant (in-progress)

Milan Karki

Senior Accountant

Milan Karki has completed his Master’s degree in Professional Accounting and is working towards becoming a Certified Public Accountant (CPA). He can assist with Bookkeeping, Payroll, Capital Gains Tax (CGT) calculations, Business Activity Statements (BAS), and Tax Returns. Milan is dedicated to keeping up-to-date with the latest accounting practices and taxation law developments. Furthermore, he enjoys reading news and articles about business automation, strategic planning, and administration.
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Professional Memberships / Qualifications:

• Master of Professional Accounting
• Certified Practising Accountant (in-progress)

Lynn Bosman

Corporate Compliance Manager

After being an Associate in town planning for many years, Lynn decided on a career change and moved into the world of accounting and tax.

With her solid client services background, Lynn enjoys building and maintaining client relationships. In addition to being the client liaision for ATO matters, Lynn also heads up our ASIC Compliance Management department. In her spare time, Lynn enjoys relaxing with friends and family whilst exploring the city of Melbourne and surrounding areas.

Olivia Ho

Client Services Manager

Olivia is our Client Manager. She has been working in financial services for several years in areas such as Superannuation, Insurance, Financial Planning, Accounting and Property finance. She ensures that all processes and procedures are adhered to and has a wealth of knowledge.
Olivia is a key point of contact from time to time and her multifaceted role is an important part of our service offering. Her passion lies in the intricacies of finance and she is dedicated to delivering optimal results when enhancing clients’ financial futures.

Professional Memberships / Qualifications:

• Bachelor of Commerce (Marketing & Finance)