# Suntax Advisors

Suntax Advisors is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** suntax.com.au

## Regulatory record

- **CRD number:** 338144
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338144

## About

Suntax is an accounting firm providing accounting, wealth and finance services. It uses leading-edge technology to help clients achieve their goals and has over 30 years supporting its community. The firm has more than forty team members offering Accounting and Tax, Bookkeeping, Superannuation processing, Legal, Financial Planning and Insurance Services, with a focus on small to medium sized businesses across Australia. It is listed among the Australian Financial Review Top 100 Accounting Firms and is a CPA Australia member and Xero Platinum Member.

## Sectors

- small to medium sized businesses

## People

- John Lawry — founder
- Mark Lawry — Director and owner
- Daniel Riley — Director and owner
- Shannon Buchan — Chief Operating Officer
- Lovonne Priest — front desk Sunbury
- Sarah O’Brien — assistant to Daniel Riley and Support Hub member
- Julie Grant — leads bookkeeping team
- Lauren Gordon — Executive Assistant to Shannon
- Georgia Freestone — bookkeeping team

## Questions

### Who controls Suntax Advisors?

The individuals who ultimately control Suntax Advisors are not identified in public records. The firm does not provide a team listing or executive biographies, and no principals are named in available state-level corporate documentation. This is a common structural feature of single-family offices designed to maintain financial privacy.

### Where does Suntax Advisors deploy capital geographically?

There is no publicly available information on Suntax Advisors' geographic deployment. Its corporate registration is domestic, but without disclosed portfolio assets, property holdings, or fund commitments, its capital footprint cannot be mapped.

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Last updated: 2026-08-11T15:08:11.274Z

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