Road to the Top: Our long and proud history becoming
Tweed Heads’ best financial advisory and accountancy firm.
|1947||Founded as T. Dundas Smith & Co|
|1950’s||Name change to Rae Allen & Ring after the new partners, Phil Rae, Jack Allen and Eddie Ring|
|1960’s||New offices established in Coolangatta and Mullumbimby|
|1969||Ray Watson becomes a partner|
|1970’s||Several junior partners leave, Phil Rae Retires and Coolangatta office moves to Tweed Heads|
|1982||Peter Fenton joins the practice from Sydney, as partner heading the Tweed Heads Office|
|1989||Eddie Ring retires|
|1991||Phil Thomson joins to head up new financial planning division under licence to Advisor Investment Services.|
|1995||Murwillumbah office closes and staff integrate with the Tweed Heads Office.|
|1997||John Robinson acquires equity in the Mullumbimby practice as resident partner.|
|2000||John Robinson acquires remaining equity in the Mullumbimby practice.|
|2001||Jenny Dallinger & David de Closey acquire the equity held by Ray Watson who retires.|
|2003||Financial planning division expands to include finance brokerage.|
|2007||Celebrate our 60th year of trading and re-locate the office to Coolangatta.|
|2013||Phil Thompson retires. Jim Furnell takes over the financial planning business.|
|2014||Re-locate the office to 39 Wharf St Tweed Heads.|
|2016||David & Jenny buy out Peter Fenton’s share of the business.|
|2017||Peter Fenton retires.
Oculus abolishes the age-old ‘billing on time’ philosophy, opting for upfront quoting – giving customers better value, more certainty & less ‘surprises’.