







Your business and property deserve a herd.
Your business and property deserve a herd.
Building a business is hard. You shouldn’t have to do it alone. We help founders navigate the pressure of growth, make smarter financial decisions, and build real security through business and property.
Building a business is hard. You shouldn’t have to do it alone. We help founders navigate the pressure of growth, make smarter financial decisions, and build real security through business and property.

Company Background
We help you build clarity, confidence and long-term wealth.
We help you build clarity, confidence and long-term wealth.
Elephant Advisory exists because long-term success is not built from one good decision it is built from a thousand small ones. As life and business get busier, trusted advice across property, business and finance becomes more important, not less. That is where our herd comes in.
Our accountants, mortgage brokers, bookkeepers and advisors work together under one roof, giving clients one connected plan instead of disconnected opinions. Whether you need tax and compliance, bookkeeping, business advisory, finance or a second opinion, we want to be the first call you make and the partner that stays with you for the long run.
Mission & Vision
Long-term advice for business, property and financial decisions that matter
Long-term advice for business, property and financial decisions that matter


Mission
Vision
Our Mission
Give every client access to the kind of financial advice that used to be reserved for big businesses
Cut through the jargon and make complex decisions feel simple and clear
Blend strategy with genuine hands-on support so clients always know what to do next
Build long-term relationships that create real, lasting financial outcomes
Mission
Vision
Our Mission
Give every client access to the kind of financial advice that used to be reserved for big businesses
Cut through the jargon and make complex decisions feel simple and clear
Blend strategy with genuine hands-on support so clients always know what to do next
Build long-term relationships that create real, lasting financial outcomes
Mission & Vision
Long-term advice for business, property and financial decisions that matter
Mission
Vision
Our Mission
Give every client access to the kind of financial advice that used to be reserved for big businesses
Cut through the jargon and make complex decisions feel simple and clear
Blend strategy with genuine hands-on support so clients always know what to do next
Build long-term relationships that create real, lasting financial outcomes
KEY PERSONS
Meet the strategists, builders, and storytellers behind the herd.
Meet the strategists, builders, and storytellers behind the herd.
The Strategist
Leader of the herd. Shehan's career has spanned professional services, finance, banking, and strategy. He started Elephant to connect busy, ambitious people with the proactive financial advice they need to make great life decisions. He built the kind of firm he always wished existed - and then showed up in trackie-dacks to run it.
Leader of the herd. Shehan's career has spanned professional services, finance, banking, and strategy. He started Elephant to connect busy, ambitious people with the proactive financial advice they need to make great life decisions. He built the kind of firm he always wished existed - and then showed up in trackie-dacks to run it.
THE DEALMAKER
Gav is the person you want in your corner when it comes to property finance. After years in banking and motor trade finance, he joined Elephant early and never looked back. He's passionate about combining property and finance to help clients achieve their goals through tailored financial structuring, and he's very serious about snacks at meetings.
Gav is the person you want in your corner when it comes to property finance. After years in banking and motor trade finance, he joined Elephant early and never looked back. He's passionate about combining property and finance to help clients achieve their goals through tailored financial structuring, and he's very serious about snacks at meetings.
THE NUMBERS GUY
Sam is as passionate about people as he is about numbers. A CPA member and Xero specialist, he loves building long-term client relationships and providing holistic advice that helps people achieve both their business and personal goals. Problem-solving is his thing - which is handy in an industry that never stops changing.
Sam is as passionate about people as he is about numbers. A CPA member and Xero specialist, he loves building long-term client relationships and providing holistic advice that helps people achieve both their business and personal goals. Problem-solving is his thing - which is handy in an industry that never stops changing.
THE PERFECTIONIST
Oz calls accounting "the great art", and his clients would agree. A CPA member and Xero specialist, he joined Elephant to provide a more holistic service that covers every base of building wealth. He believes long-term relationships are the only way to get clients real results. When he's not at his desk, he's at the gym, on his bike, or fishing - ideally all three.
Oz calls accounting "the great art", and his clients would agree. A CPA member and Xero specialist, he joined Elephant to provide a more holistic service that covers every base of building wealth. He believes long-term relationships are the only way to get clients real results. When he's not at his desk, he's at the gym, on his bike, or fishing - ideally all three.
The Storyteller
Mia is the driving force behind Elephant's marketing and the founder of Elephant Digital. With a background in social media strategy, brand storytelling, and creative direction, she helps businesses cut through the noise with clear, high-impact digital marketing. She leads Elephant Digital's team across content, campaigns, and creative - and shapes how the whole herd shows up online.
Mia is the driving force behind Elephant's marketing and the founder of Elephant Digital. With a background in social media strategy, brand storytelling, and creative direction, she helps businesses cut through the noise with clear, high-impact digital marketing. She leads Elephant Digital's team across content, campaigns, and creative - and shapes how the whole herd shows up online.
THE DETAIL QUEEN
Marissa has over six years of bookkeeping experience and a genuine passion for helping businesses take control of their finances. She's proactive, precise, and committed to making bookkeeping easy, accurate, and stress-free for every client she works with. Whether it's reconciling accounts, tracking cash flow, or streamlining financial systems, she's across the detail so you don't have to be.
Marissa has over six years of bookkeeping experience and a genuine passion for helping businesses take control of their finances. She's proactive, precise, and committed to making bookkeeping easy, accurate, and stress-free for every client she works with. Whether it's reconciling accounts, tracking cash flow, or streamlining financial systems, she's across the detail so you don't have to be.
THE ORGANISER
With five years of experience across bookkeeping, finance management, and operational administration, Mikaela brings structure, clarity, and calm to every client she supports. She's methodical, detail-driven, and genuinely passionate about the transformation that comes from clean books and well-run systems. Outside of work she's a fitness lover with a sharp eye for fashion - and she brings both the discipline and the detail to everything she does.
With five years of experience across bookkeeping, finance management, and operational administration, Mikaela brings structure, clarity, and calm to every client she supports. She's methodical, detail-driven, and genuinely passionate about the transformation that comes from clean books and well-run systems. Outside of work she's a fitness lover with a sharp eye for fashion - and she brings both the discipline and the detail to everything she does.

James Zois
Senior Accountant
THE ALL-ROUNDER
James brings years of experience across taxation, financial reporting, and client advisory. His ability to simplify complex financial matters makes him a trusted advisor to businesses and individuals alike. He's known for his attention to detail, his good energy, and his genuine enjoyment of the work. Outside the office he's a fitness enthusiast, a coffee devotee, and very much a dog person.

James Zois
Senior Accountant
THE ALL-ROUNDER
James brings years of experience across taxation, financial reporting, and client advisory. His ability to simplify complex financial matters makes him a trusted advisor to businesses and individuals alike. He's known for his attention to detail, his good energy, and his genuine enjoyment of the work. Outside the office he's a fitness enthusiast, a coffee devotee, and very much a dog person.
THE CONNECTOR
Based in Sri Lanka, Rushdie was one of Elephant's earliest team members after connecting with Shehan on LinkedIn. He now manages a team of 80+ covering finance, property research, accounting, and customer care. He's passionate about helping clients get what they need and being part of something that's genuinely growing. When he's offline, he's with his family - or on one of Sri Lanka's beaches, which he insists you need to visit. Just let him know you're coming and he'll sort the catering.
Based in Sri Lanka, Rushdie was one of Elephant's earliest team members after connecting with Shehan on LinkedIn. He now manages a team of 80+ covering finance, property research, accounting, and customer care. He's passionate about helping clients get what they need and being part of something that's genuinely growing. When he's offline, he's with his family - or on one of Sri Lanka's beaches, which he insists you need to visit. Just let him know you're coming and he'll sort the catering.
THE OPERATOR
Georgia brings a decade of experience across law, aviation, and design — including time as an Executive Assistant at leading law firms and as an International Flight Attendant with Emirates. At Elephant Teams, she keeps everything moving, coordinating people, processes, and priorities so nothing gets missed. She's a natural relationship-builder with a sharp eye for detail and a genuine investment in the people and clients around her.
Georgia brings a decade of experience across law, aviation, and design — including time as an Executive Assistant at leading law firms and as an International Flight Attendant with Emirates. At Elephant Teams, she keeps everything moving, coordinating people, processes, and priorities so nothing gets missed. She's a natural relationship-builder with a sharp eye for detail and a genuine investment in the people and clients around her.
KEY PERSONS
Meet the strategists, builders, and storytellers behind the herd.
The Strategist
Leader of the herd. Shehan's career has spanned professional services, finance, banking, and strategy. He started Elephant to connect busy, ambitious people with the proactive financial advice they need to make great life decisions. He built the kind of firm he always wished existed - and then showed up in trackie-dacks to run it.
THE DEALMAKER
Gav is the person you want in your corner when it comes to property finance. After years in banking and motor trade finance, he joined Elephant early and never looked back. He's passionate about combining property and finance to help clients achieve their goals through tailored financial structuring, and he's very serious about snacks at meetings.
THE NUMBERS GUY
Sam is as passionate about people as he is about numbers. A CPA member and Xero specialist, he loves building long-term client relationships and providing holistic advice that helps people achieve both their business and personal goals. Problem-solving is his thing - which is handy in an industry that never stops changing.
THE PERFECTIONIST
Oz calls accounting "the great art", and his clients would agree. A CPA member and Xero specialist, he joined Elephant to provide a more holistic service that covers every base of building wealth. He believes long-term relationships are the only way to get clients real results. When he's not at his desk, he's at the gym, on his bike, or fishing - ideally all three.
The Storyteller
Mia is the driving force behind Elephant's marketing and the founder of Elephant Digital. With a background in social media strategy, brand storytelling, and creative direction, she helps businesses cut through the noise with clear, high-impact digital marketing. She leads Elephant Digital's team across content, campaigns, and creative - and shapes how the whole herd shows up online.
THE DETAIL QUEEN
Marissa has over six years of bookkeeping experience and a genuine passion for helping businesses take control of their finances. She's proactive, precise, and committed to making bookkeeping easy, accurate, and stress-free for every client she works with. Whether it's reconciling accounts, tracking cash flow, or streamlining financial systems, she's across the detail so you don't have to be.
THE ORGANISER
With five years of experience across bookkeeping, finance management, and operational administration, Mikaela brings structure, clarity, and calm to every client she supports. She's methodical, detail-driven, and genuinely passionate about the transformation that comes from clean books and well-run systems. Outside of work she's a fitness lover with a sharp eye for fashion - and she brings both the discipline and the detail to everything she does.

James Zois
Senior Accountant
THE ALL-ROUNDER
James brings years of experience across taxation, financial reporting, and client advisory. His ability to simplify complex financial matters makes him a trusted advisor to businesses and individuals alike. He's known for his attention to detail, his good energy, and his genuine enjoyment of the work. Outside the office he's a fitness enthusiast, a coffee devotee, and very much a dog person.
THE CONNECTOR
Based in Sri Lanka, Rushdie was one of Elephant's earliest team members after connecting with Shehan on LinkedIn. He now manages a team of 80+ covering finance, property research, accounting, and customer care. He's passionate about helping clients get what they need and being part of something that's genuinely growing. When he's offline, he's with his family - or on one of Sri Lanka's beaches, which he insists you need to visit. Just let him know you're coming and he'll sort the catering.
THE OPERATOR
Georgia brings a decade of experience across law, aviation, and design — including time as an Executive Assistant at leading law firms and as an International Flight Attendant with Emirates. At Elephant Teams, she keeps everything moving, coordinating people, processes, and priorities so nothing gets missed. She's a natural relationship-builder with a sharp eye for detail and a genuine investment in the people and clients around her.
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.
Phone
Address
Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149
OFFICE HOURS
Mon to Fri: 8.30am - 5.00pm
By appointment only.









