ABOUT US

Height Capital was established in 2017 by Andrew Height, with the vision of creating a self-licensed Professional Services firm committed to genuinely holding the client’s best interests at the heart of everything we do. Growing up in country Victoria, Andrew intrinsically believes that relationships, planning, patience, and hard work generate the best results. And it is this philosophy that underpins all the work we do.

ABOUT US

Height Capital was established in 2017 by Andrew Height, with the vision of creating a self-licensed Professional Services firm committed to genuinely holding the client’s best interests at the heart of everything we do. Growing up in country Victoria, Andrew intrinsically believes that relationships, planning, patience, and hard work generate the best results. And it is this philosophy that underpins all the work we do.

At the end of 2018 Height Capital expanded our client offering by acquiring an Accounting practice, further realising the goal of building a boutique Professional Services firm. This addition has complimented the holistic Financial Planning service and allows our clients to enjoy the benefits of having support from our in-house Accounting team for their personal or business requirements, with the same level of customer service they have come to enjoy from the Height Capital team.

 

True to our name, at Height Capital we are solely focused on your wealth being at its absolute height, or “the point at which it is at its best or strongest,” so that you can ultimately enjoy financial freedom. We believe that the only way to achieve this is by deeply understanding your unique situation and then developing the right tailored solution for you.

Our values

We navigate everything we do by our core values and seek to work with clients with a similar steer.

Independence

We always provide unbiased advice

T

Client Centric

We create and deliver a holistic, well researched and tailored solution for each client

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Trust

We strive to build all our relationships on a solid foundation of trust, respect, and transparency

our team

At Height Capital we are a passionate team of finance professionals who would love to help you realise your financial freedom.

Andrew Height

Andrew Height

Managing Director

Louisa Munro

Louisa Munro

Senior Accountant / Adviser

Olivia Grant

Olivia Grant

Associate Adviser

Shayne Francis

Shayne Francis

Junior Associate Adviser

Eve Verginis

Eve Verginis

Accountant

Justine Height

Justine Height

HR & Operations Manager

Katie Buckley

Katie Buckley

Client Services Manager

Ha Huynh

Ha Huynh

Senior Bookkeeper

Ulysses Urban

Ulysses Urban

Client Services Officer

Andrew Height

Managing Director / Senior Adviser

Andrew has been in the Financial Services sector for close to 20 years. Over this time Andrew became a Senior Advisor and Partner of a boutique Financial Planning firm prior to going out on his own and launching Height Capital in 2017.

Andrew has a passion for helping clients achieve the best outcome for their personal situation.  He provides a great blend of technical, strategic and investment knowledge to help clients achieve their financial objectives.

Andrew is a Certified Financial Planner, a Self-Managed Super Fund (SMSF) Specialist Advisor with the SMSF Association and holds a Bachelor of Business.

Louisa Munro

Senior Accountant / Adviser

Louisa is a highly accomplished Accountant with twenty years of professional experience working in both regional and city centres. In late 2018 when BTC Financial Services merged with Height Capital, we were thrilled to welcome Louisa and her important philosophy of ‘City Services with Regional Values’ to the team.

One of Louisa’s particular interests and competencies is the provision of specialised services for women in business. Her skilful and personable approach has earned her many loyal clients as well as wide acclaim.

Louisa is a member of CPA Australia, a Registered Tax Agent, and an Accredited Financial Adviser.

Olivia Grant

Associate Adviser

Olivia started her career in 2011 as a financial planning cadet and quickly progressed to managing client relationships and providing advice only 4 years later. She specialises in pre-retirement planning, personal risk plans and cashflow management.

Olivia’s favourite part of the being an adviser is seeing clients have their ‘lightbulb moment’ of clarity after being overwhelmed about their financial situation and what to do about it. Helping clients celebrate their successes; both big and small, is a close second.

Olivia is a Certified Financial Planner and holds a Bachelor of Business.

Shayne Francis

Junior Associate Adviser

Shayne is a motivated and performance driven finance professional, who brings to the team exceptional client service expertise and diligent portfolio management. He also has a wealth of experience in managing large operations across the Convenience, Retail, Resources and Financial Planning sectors. 

 

Originally from WA and a keen athlete, Shayne quickly became part of the running and touch football community in Melbourne and brings this same level of engagement and passion into his work life.

 

Shayne has a Diploma of Finance Services and is currently undertaking a Bachelor of Commerce.

Eve Verginis

Accountant

Eve brings a wealth of tax and accounting experience to the team, having enjoyed a long and successful career working with clients from varied industries and backgrounds.

Eve started her career working for one of the largest accounting firms in Australia, but soon found her passion was working in boutique practices where she could develop close, long-term relationships with small businesses and families.

Eve holds a Bachelor of Commerce.

Justine Height

HR & Operations

Justine brings to the team close to two decades experience working in leading professional services firms and not for profit organisations across resource management, corporate social responsibility, and venture philanthropy.

Justine’s strengths are in organisational development, project and event management, and people development. Her deep knowledge of the philanthropic sector will allow us to manage any client request for philanthropy services or guidance around bequests or donations.

Justine holds a Bachelor of Arts.

Ulysses Urban

Client Services Officer 

Uly joined the team mid 2020 as a work experience placement and by the end of the year had accepted an on-going position as Client Services Officer.

Uly brings to the team an enthusiastic energy as he is very excited to be starting his career. Uly has just completed a Bachelor of Business majoring in Economics and Finance and is looking to complete an Accounting major in 2021.

Uly holds a Bachelor of Business.

Ha Huynh

Senior Bookkeeper

Ha is a qualified and skilled Senior Bookkeeper with 10 years of commercial experience, having worked as both a tax accountant and bookkeeper for various businesses. She is a thorough and meticulous bookkeeper providing support to both Height Capital’s business and our clients.

Ha also has excellent client management skills, always delivering what she says. She diligently keeps up to date with the latest legislation, ensuring our clients receive all entitlements and are confident in their compliance.

Ha has an Advanced Diploma of Accounting.

Katie Buckley

Client Services Manager

Katie is Height Capital’s Client Services Manager.

With over 17 years’ experience working in the finance industry in a variety of administrative and client services roles, Katie’s brings to the team both deep sector knowledge and exceptional client service skills.

Katie’s diligence and personal approach not only make her a fabulous team member, but also a positive point of contact for both clients and service providers.