About Us

At Evolution Advisers, we've curated a suite of financial services meticulously designed to enrich the lives of our clients, both in their professional endeavors and personal aspirations, today and into the future. Our journey began with the inception of Evolution in 2004, and over the years, our team has grown, adapted, and diversified to cater to a wide-ranging clientele.

Nestled in the vibrant region of Newcastle, Lake Macquarie, and the Hunter, we consider ourselves fortunate to be part of a community that offers abundant lifestyle opportunities. We firmly believe that true wealth and well-being require continuous evolution in our thinking, attitudes, and behaviors.

 What sets us apart is our unwavering commitment to your best interests and what truly matters to you. Our reputation is built on delivering excellent accounting, advisory, taxation, and financial planning services, and we take immense pride in consistently exceeding expectations.

Evolution enjoyed the investment backing of Count for fourteen years before their majority ownership was sold back to the people who have operated the business with Jane and Jo holding majority ownership. Count invests in selected accounting, wealth, and services firms to amplify their success. This partnership enabled Evolution to better meet current and future challenges by providing access to a professional community who want to protect and grow what they have worked so hard to build. We continue our association with Count through the Count AFSL.

 

Evolution Advisers Office - Warners Bay

Evolution Advisers Office - Warners Bay

Equity Partners - Jo Bright and Jane Beverley

Our equity partners are distinguished female leaders who bring distinct yet complementary skill sets to our dynamic team. Their individual strengths, honed through years of experience, harmoniously blend to form a formidable force in our business. What unites them, beyond their diverse talents, is a deep-rooted alignment with core values that they believe are pivotal to running a successful business. Their commitment to integrity, innovation, and a client-focus approach resonates at the heart of our organisation, fostering an environment of trust, excellence, and enduring partnerships. Together, they embody the essence of effective collaboration, demonstrating that diverse perspectives can truly elevate our business to new heights.

Milestones

  • 2004: Evolution Business & Personal Advisers established

  • 2008/9: Investment of over $2 million into a purpose built office at Warner's Bay

  • 2010: Named in BRWs list of top 100 accounting firms in the country

  • 2011: Listed on the ASX as part of national network Count Plus incorporating some of the most progressive accounting businesses in the country

  • 2013 & 2014: Winner of The Lake Macquarie Business Excellence Awards for workplace training and development

  • 2016: Newcastle CBD office opened in Hunter St Newcastle opposite Newcastle Court House

  • 2022: Finalist in the Newcastle Business Club awards for Business of the Year

  • 2023: Named Finalist in the National Count Member Firm of the Year award

  • 2023: Winner of The Lake Macquarie Business Excellence Awards for Employer of Choice (21 or More Employees)

  • 2023: Finalist in the Business Hunter Awards for Employer of Choice - Over 20 Employees

  • 2024: Evolution Business & Personal Advisers 20th year of business.

  • 2024: Finalist in The Lake Macquarie Business Excellence Awards for Business of the Year & AA & T Team Leader, Bernice Andrews, named finalist for Employee of the Year.