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Your wealth

We help ambitious business owners build a legacy, and a lifestyle.

Because at Lumos, success is measured in more than just profit.

Ready to start the conversation? Schedule a free call with us:

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your way

Unlock your full potential and live your wealthy life.

We’re not your regular run-of-the-mill accountants.

We’re a business advisory firm based in regional NSW and QLD that takes a holistic approach to business finance and wealth management. We apply our in-depth knowledge to empower ambitious business owners (like you!) to make informed decisions and take courageous actions towards your dreams.

We understand that crunching numbers can be overwhelming, especially when you’ve got a lot going on.

That’s why we offer personalised support that goes beyond just balancing the books. We take the time to get to know you and your business, before charting your unique course to achieve long-term success and leave a lasting legacy.

If that’s the kind of financial support team you want in your corner, you’re in the right place.

Discover how we can help you achieve your financial dreams.

Explore our services
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We don’t just know regional business, we are regional business.

With 7 offices in regional Australia, our understanding of the unique challenges and opportunities regional businesses face is unparalleled. We promise to treat your business with the care and attention we’d give our own, so you achieve the next level of success.

Get the personalised support you need, no matter where you are.

Find your nearest office

Our name is new, but we’ve been around for a while.

Lumos Advisory unites the expertise of five renowned business advisory & accounting firms: Lever Group, Lever Financial Services, Enright Holmes, Grant & Brady, and Bloom Wealth & Finance.

Meet our Directors.

Your financial dreams are in the hands of people who know how to balance both spreadsheets and self-fulfilment.

alisha lever

Alisha Lever

Director
Based in Toowoomba, QLD

Alisha Lever is an accomplished leader with extensive experience in taxation, accounting, wealth management, business development, and law. Confident, innovative, and flexible, she provides expert support and guidance to our valued clients and growing team. Alisha’s empathetic and supportive nature reflects her passion for helping people live a life full of adventure, freedom, and flexibility. When she’s not overseeing our business operations, you’ll find Alisha spending quality time with her family, engrossed in a good book, or adding stamps to her passport.

 

  • Bachelor of Business (Finance) from the Queensland University of Technology
  • Bachelor of Laws from the Queensland University of Technology
  • Graduate Diploma in Legal Practice from the Queensland University of Technology
  • Graduate Diploma of Applied Tax Law from the Tax Institute
  • Graduate Diploma of Financial Planning
  • Lawyer Admitted to the Supreme Court of Queensland
  • Diploma of Financial Planning
  • Diploma of Finance and Mortgage Broking Management
  • Member of the Institute of Public Accountants.
  • Registered Tax Agent
amy holmes ballina

Amy Holmes

Director
Based in Ballina, NSW

With over 20 years of experience, Amy Holmes is a knowledgeable and reliable accountant with an impeccable eye for detail. She has expertise in taxation, accounting, financial planning for trusts, companies, and self-managed superannuation and a special knack for asset structuring and succession planning. Amy’s compassionate, honest, and collaborative approach propels clients towards achieving their financial and lifestyle dreams. When she’s not crunching numbers or uncovering business opportunities, you’ll find Amy with her family exploring the breathtaking natural wonders of the Northern Rivers.

  • Fellow Certified Practising Accountant (FCPA)
  • Bachelor of Business (Accounting) from Southern Cross University
  • Diploma of Financial Planning from Kaplan Professional
  • Accredited External Examiner of the Law Society NSW
  • Xero Certified Advisor
  • Registered Tax Agent
  • Justice of the Peace
peter lever

Peter Lever

Director
Based in Toowoomba, QLD

With over 40 years of experience in the finance industry, Peter Lever is a trusted and attentive director. His expertise spans accounting, tax, financial accounting, financial analysis, auditing, income tax, business strategy, and business planning. Peter has played a pivotal role in helping hundreds of Queensland businesses achieve financial success and build a legacy to be proud of. Known for his trustworthy nature and attentive approach, he prioritises understanding each client’s needs before offering intelligent, holistic business solutions. When he’s not building wealth for clients, Peter can be found on the farm tending to his crops, gardening, or mowing his lawn.

  • Fellow of the Institute of Public Accountants
  • Fellow of the Institute of Financial Accountants
  • Chartered Tax Advisor
  • Fellow of the Tax Institute of Australia
  • Diploma of Financial Planning
  • Associate Member of the Financial Planning Association of Australia
  • Diploma of Finance and Mortgage Broking
  • Commissioner of Declarations
  • Registered Tax Agent
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Stuart Brady

Director
Based in Murwillumbah, NSW

Bringing over 30 years of financial experience to our team, Stuart Brady is a seasoned accountant, Registered Tax Agent, and Self-Managed Superannuation Auditor. With his depth of knowledge and flexibility, Stuart provides exceptional service and quality advice to his clients. Dependable, down-to-earth, and collaborative, he believes in delivering clear and approachable explanations tailored to each client’s unique needs. Beyond his professional endeavours, Stuart loves spending time with his family, playing golf and bowls, fishing, and cheering on the South Sydney Rabbitohs.

  • Fellow Certified Practising Accountant (FCPA)
  • Bachelor of Commerce degree in Financial Accounting, Management Accounting, and Business Law from the University of New England.
  • Bachelor of Business degree in Information Management from Queensland University of Technology.
  • Accredited External Examiner of the Law Society NSW
  • Registered SMSF Auditor
  • Registered Tax Agent
  • Xero Certified Advisor
  • Justice of the Peace
  • Treasurer of Ocean Shores Country Club Ltd

Meet our dedicated team.

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Jenny Lever

CFO
Based in Toowoomba, QLD

Part of the team since 1991

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Ashlee Kennedy

Administrator
Based in Ballina, NSW

Part of the team since 2019

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Sharon Whitting

Reception
Based in Ballina, NSW

Part of the team since 2018

sarah zahr ballina

Sarah Zahr

Reception
Based in Ballina, NSW

Part of the team since 2021

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Alifiya Reilly

Assistant Accountant
Based in Ballina, NSW

Part of the team since  2023

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Lyndall Onslow

Client Service Coordinator
Based in Ballina, NSW

Part of the team since  2023

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Jeff Skinner

Senior Accountant
Based in Ballina, NSW

Part of the team since 2022

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Callum Mcneil

Mortgage Broker
Based in Ballina, NSW

Part of the team since  2021

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Nicole Dennis

Bookkeeper
Based in Toowoomba, QLD

Part of the team since  2001

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Melanie Wood

Receptionist
Based in Toowoomba, QLD

Part of the team since  2023

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Rhema Mahler

Accountant
Based in Toowoomba, QLD

Part of the team since 2023

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Kristy Pennell

Senior Accountant (SMSFs)
Based in Bundaberg, QLD

Part of the team since 2018

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Jessica Hart

Accountant
Based in Bundaberg, QLD

Part of the team since  2006

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Simon Jones

Accountant
Based in Ballina, NSW

Part of the team since 2006

pru chilton

Pru Chilton

Executive Assistant
Remote

Part of the team since 2023

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Brittany Kemp

Senior Accountant
Based in Mackay, QLD

Part of the team since 2019

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Rebecca Thomson

Senior Accountant
Based in Murwillumbah, NSW

Part of the team since 2000

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Kody Holmes

Accountant
Based in Ballina, NSW

Part of the team since 2008

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Nina Brady

Reception
Based in Murwillumbah, NSW

Part of the team since 2023

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Ruby Whittaker

Senior Accountant
Based in Murwillumbah, NSW

Part of the team since 2023

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Preeti Grover

Senior Accountant
Based in Murwillumbah, NSW

Part of the team since 2020

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Caterina Lulham

Assistant Accountant
Based in Murwillumbah, NSW

Part of the team since 2003

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Sherrie Hughes

Reception / Support staff
Based in Murwillumbah, NSW

Part of the team since  2022

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Kelly Nelson

Office Manager
Based in Murwillumbah, NSW

Part of the team since 2021

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Aaron Chapman

Auditor/Senior Accountant
Based in Sunshine Coast, QLD

Part of the team since 1998

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Lisa Baskin

Accountant
Based in Sydney, NSW

Part of the team since 2022

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Luke Bolger

Accountant
Based in Perth, WA

Part of the team since 2018

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Alyssa Williams

Support Staff
Based in Toowoomba, QLD

Part of the team since 2021

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Haley Deighton

Bookkeeper
Based in Ballina, NSW

Part of the team since 2020

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Jenna Flynn

Assistant accountant
Based in Ballina, NSW

Part of the team since 2019

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Chantelle Lever

Administrator
Based in Sweeden

Part of the team since 2007

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Edbel Tanedo

Admin assistant
Based in The Philippines

Part of the team since 2023

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Katie Cant

Bookkeeper
Based on the Gold Coast, QLD

Part of the team since 2023

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Krista Spencer

Assistant Accountant
Based in Ballina, NSW

Part of the team since 2021

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Charlie Difeng

Senior Accountant
Based in China

Part of the team since 2008

Lumos means light.

At Lumos, we pride ourselves on being a guiding light for our clients. The North Star in your sky. A constant and reliable partner to help you navigate business challenges and steer you towards success.

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Transform your business and life with a free consultation with one of our regionally business experts today.

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Join a team of dedicated professionals committed to helping clients achieve their financial dreams in a supportive and flexible environment.

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Lumos is a business advisory and accounting group who help business owners live profitable and prosperous lives.

Lumos Advisory unites the expertise of five renowned business advisory & accounting firms: Lever Group, Lever Financial Services, Enright Holmes, Grant & Brady, and Bloom Wealth & Finance. 

Work with us

We acknowledge the Traditional Custodians of Country throughout Australia and their connections to land, sea, and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples. Always was, always will be, Aboriginal land.

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Liability limited by a scheme approved under Professional Standards Legislation. 

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Our name has changed, but we're still delivering the same exceptional guidance

Lumos Advisory unites the expertise of five renowned business advisory & accounting firms: Lever Group, Lever Financial Services, Enright Holmes, Grant & Brady, and Bloom Wealth & Finance.

Learn more