At AS Mortgage Partners, we’re highly experienced across personal, commercial and business lending, so we’re able to provide accurate, reliable advice no matter what your debt needs are. Find out more about us below.
A highly experienced business banker and exceptional mortgage adviser, James has over a decade of experience in the banking sector, ideally positioning him to look after his clients’ mortgage and debt advisory needs.
Throughout his career, James has developed a wealth of expertise in both home loan and commercial lending, particularly for self-employed clients in an expansive array of industries. Coming to Alexander Spencer in 2018, James has led AS Mortgage Partners to help deliver their clients sustained and ongoing success by delivering effective, tailored financial solutions.
James’s thoughtful, considered advice and support has enabled many of his clients to take their businesses to the next level. His clients are able to rely on him for accurate and effective mortgage and debt advisory because of his experience in business banking and commercial lending, giving him specific insight into the financial requirements of self-employed people and small business owners.
Whether his clients need cashflow support, asset finance or help purchasing a personal or commercial property, James is able to guide them through that process, assess their needs and steer the transaction through his accreditations with numerous different lending partners. His ability to build long-term relationships with his clients is a crucial component of his efficacy and success.
James is motivated by helping his clients to succeed, particularly through helping them find a particularly innovative solution to a financial quandary. He knows mortgage and debt advisory can be particularly complex with small business clients and is highly attuned to the specific business needs of each of his clients and is available to help at every turn.
In his spare time, James cherishes quality time with his wife and their two young children, both at home and travelling to new destinations. As a passionate Essendon supporter, he loves going to football games, and is also a fan of horse racing.
An experienced and driven accountant and business consultant, Sevan has been part of the Alexander Spencer team for over 20 years, and a director for over a decade.
For the entirety of his career, Sevan has been dedicated to shepherding business owners into success, through developing cohesive and sustainable business strategies, seamless financial management and providing an outstanding level of service to his clients.
Having been involved in family business since his childhood, Sevan has firsthand understanding of the pressures and stresses of running a business. With this knowledge, as well as the expertise developed over his long and successful career, Sevan provides his clients with considered expert guidance on developing their business strategy, formulating goals and implementing an effective business structure.
Sevan not only ensures that businesses are structured correctly for tax and clients’ assets are protected, but also guarantees that all tax and accounting obligations are handled efficiently for his clients. His main objective is for his clients to be able to completely focus on their business goals, knowing their finances are in his capable hands.
He is an integral part of the financial success of his clients’ enterprises from start to finish, helping clients grow the value of their businesses exponentially and facilitating many M&A transactions where the combined enterprise value of the transactions exceeded $100 million.
Sevan plays a pivotal role within Alexander Spencer by overseeing the implementation and execution of the strategic plan of the firm. He also mentors staff within the business, helping them develop and grow as business consultants and accounting professionals. During his tenure as partner, Alexander Spencer has experienced considerable growth, appearing on the Australian Financial Review’s list of Australia’s top 100 accounting firms annually since 2017.
When he is not consulting, Sevan enjoys spending time at home cooking with his wife and their two children. A passionate Hawthorn and Liverpool supporter, Sevan is also an involved member of his local Armenian community.
A highly regarded and experienced accounting expert, Jeffrey has over three decades of experience providing tax, advisory and financial planning services to both professional and business clients.
Part of the Alexander Spencer team since 1999 and a director for over 20 years, Jeffrey is an integral part of the firm’s growth and continuing success. Throughout his career, he has been a key component of the success of many of his clients’ businesses, utilising his extensive experience to provide thoughtful and intelligent guidance.
With an exceptional eye for detail and a wealth of knowledge developed over his long and outstanding career, Jeffrey advises on the growth and development of small and medium businesses as well as offering guidance on self-managed super funds and estate planning matters, empowering business owners to fully enjoy their success into retirement. Jeffrey’s clients encompass a wide range of industries, with a particular interest in construction, import/export and gaming.
Jeffrey has been incredibly proud to shepherd many of his clients’ enterprises to considerable success, working with them over many years to help them grow from small beginnings into multimillion-dollar operations. He is a reliable and trustworthy advisor in every stage of a business’s life cycle, from the inception of a business to their eventual sale or the owner’s retirement.
Jeffrey’s dedication to his clients, his wholistic approach to financial planning and his attentive level of service contribute to his exemplary performance as an accountant and financial consultant. With a strong belief in integrity and open communication, he is motivated by helping others achieve success and being able to help business owners realise their ambitions and grow their operations sustainably.
When he’s not at work, Jeffrey is a devoted husband and father. He’s a keen Richmond supporter and tennis fan, as well as an avid movie and theatergoer and lover of live music
A thoroughly qualified and knowledgeable accountant and business advisor, Sam has been an integral part of the Alexander Spencer team for over three decades, and a director since 1991.
Throughout his exceptional career, Sam has remained a steadfast and dedicated advocate for the needs of his clients. Specialising in SMSF and estate planning, Sam’s clients span many industries, but he has found his niche working within the travel industry and medical and paramedical fields.
Sam first joined Alexander Spencer in 1983, and since then has been a key component of the firm’s expansion, overseeing growth from a team of six to leading a practice with a team exceeding 40 people. In that time, he has advised countless small business owners on establishing a superannuation fund and supported them throughout their business lives all the way through to the end of their careers and helping them organise their estate.
He has been crucial to the success of many of his clients’ enterprises, having enabled his clients to sell their businesses to public companies by participating in the negotiations for the sales and doing their due diligence. Sam provides support to his clients through guidance on both their personal and business finances and prides himself on helping his clients support not only themselves, but the next generation.
Sam’s personal values of integrity and honesty help him to earn the trust of his clients, strengthening their relationships immeasurably. He strongly believes in the importance of open and regular communication and ensures he prioritises the needs of his clients. He keenly understands how important a business is to its owner and takes great care and responsibility in the management of their finances.
Sam has been a finalist for Receipt Bank’s Thought Leader of the Year Award and takes pride in Alexander Spencer’s consistent appearance on the AFR’s list of Australia’s top 100 accounting firms.
In his spare time, Sam loves spending quality time with his wife and their two adult children. A lifelong Carlton Football Club supporter, he also enjoys exploring his interests in wine appreciation, golf and sailing.
A highly motivated, dynamic accountant and business consultant, Geoffrey brings a wealth of experience in both Australia and internationally to the Alexander Spencer team.
Geoffrey’s commitment to excellence in his work, alongside his dedication to his clients and their needs, has enabled his success and rapid ascension through the ranks at Alexander Spencer. Since first joining Alexander Spencer in 2015, he was promoted to Principal in 2019, reflecting his exceptional commitment and essential position in the firm.
Originally from New Zealand, Geoffrey holds almost a decade of experience in the industry, working in Australia, Asia and New Zealand in a diverse range of industries including international business, sport, tech start ups and ecommerce.
He has provided support to businesses aiming to secure major contacts, including through creating and implementing new business structures, helping business owners to grow and advance their enterprises significantly. He plays a central role in the everyday financial operations for many of his clients’ businesses, ensuring that their finances run impeccably so his clients can focus on their true passion of running their business.
Geoffrey’s business advisory expertise stems from a firm belief that a business owner’s ambitions for their business should work in harmony with their ambitions for life. He works to enable his clients to fully take advantage of their success and helps them to scale and grow their businesses in conjunction with the trajectory of their lives.
A new project is always enticing to Geoffrey, and he is consistently able to thrive in new and challenging environments, as demonstrated by his extraordinarily successful secondment to Taipei in 2017. He also plays a crucial role within the Alexander Spencer team helping to mentor and train junior team members, fostering the success of the next generation of Alexander Spencer.
In his spare time, Geoffrey is an avid traveller, aiming to visit one new place every year. His childhood on a farm in New Zealand gave him a love of the outdoors and the beach, making him a passionate surfer and hiker.