Hood Sweeney

Marisa Riccio

Managing Director

Tahlia Fergusson

Director, People and Culture

Leigh McMahon

Director, Growth and Markets

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Marisa Riccio is the managing director of Hood Sweeney, leading a team of more than 130 professionals and setting the firm’s strategic direction. With over 25 years at the firm, having started as an undergraduate while studying at the University of South Australia, she brings deep knowledge of business practices and industry sectors. Riccio works closely with business owners to help them achieve their goals through practical, insight-led advice. Her expertise spans business, financial and management accounting, governance, taxation planning, cash flow forecasting and salary packaging, ensuring clients receive integrated solutions tailored to their needs.

Managing Director

Marisa Riccio

As director of people and culture at Hood Sweeney, Tahlia Fergusson partners with leaders to drive high performance across individuals and teams. She is passionate about aligning people initiatives with the firm’s strategic objectives and vision, fostering an engaged, values-driven culture. Fergusson supports both internal stakeholders and external clients with leadership development, employee value proposition projects, workforce planning and talent acquisition. With an honours degree in psychology, a master’s in HR, AHRI CP status and Human Synergistics LSI accreditation, she brings strong technical and behavioural insight to her work, coaching leaders and teams across a wide range of industries.

Director, People and Culture

Tahlia Fergusson

With more than 20 years of experience in strategic growth, marketing, branding and advertising, Leigh McMahon is recognised for his collaborative, outcomes-focused approach. As director, growth and markets at Hood Sweeney, he leads strategies to grow new and existing client portfolios and to expand the firm’s presence in emerging and established markets, particularly in health, food, wine, hospitality and agribusiness. McMahon brings deep capability in strategic thinking, project management and brand development. A proven innovator and business owner, he co-founded an award-winning strategic marketing and creative studio, giving him practical insight into the opportunities and pressures facing growing organisations.

Director, Growth and Markets

Leigh McMahon

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Louisa Andreucci

Director and Head of Accounting

Louisa Andreucci is a director and head of accounting at Hood Sweeney, with more than 15 years of experience advising individuals and small to medium enterprises across diverse industries. She supports clients with the management of income tax affairs, GST obligations and the preparation and analysis of financial statements. Andreucci oversees the delivery of professional services to SMEs and family businesses, ensuring a consistent focus on quality and practical outcomes. Her expertise includes business, financial and management accounting, taxation and tax planning, cash flow forecasting, financial modelling and structuring advice. She is an active member of CPA Australia and a board member of KickStart for Kids.

Director and Head of Accounting

Louisa Andreucci

Dion Carbone

Director and Head of Accounting

Dion Carbone is a director and head of accounting at Hood Sweeney, partnering with business owners to turn ambition into achievable growth. Passionate about business, he works closely with clients to design strategies that support scaling, with a particular focus on leveraging technology to enhance performance and efficiency. Carbone provides strategic advice to growing enterprises and high-net-worth families, offering an integrated suite of business and financial services underpinned by strong, long-term relationships. His experience covers structuring, planning and performance improvement for complex operations. He is also a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Director and Head of Accounting

Dion Carbone

Hood Sweeney is a proudly South Australian professional services firm with 50 years of experience delivering trusted, integrated advice across accounting, financial planning, finance, growth advisory (via Blue Jam), and technology services (through Orlo One). Over five decades, the firm has worked with more than 3,000 clients, supporting small to medium-sized businesses, agribusinesses, health providers, not-for-profits and professionals to grow, adapt and thrive. Hood Sweeney’s multidisciplinary expertise and deep local knowledge position it as one of Adelaide’s leading providers of financial and strategic guidance. From strategic financial direction and long-term wealth creation to digital transformation and business growth solutions, the firm helps clients navigate complexity and seize opportunity. As a leading accounting and advisory firm in South Australia, Hood Sweeney supports clients across Adelaide, Whyalla, Clare, Kadina, Port Augusta and beyond with tailored strategies designed to help them achieve long-term success. The firm’s growth reflects the success of its clients – Hood Sweeney grows because they do.

“Monarch E&S has the products, talent, expertise, and reputation to get deals done with our strategic partners and clients, which is essentially table stakes”

Yiana Stavrakis, Monarch E&S Insurance Services

Adrian Zoppa

Director and Head of Financial Planning

Adrian Crossing

Director and Head of Technology, Orlo One

Scott Young

Director, Accounting and Business Advisory

Simon Williams

Chief Strategy & Distribution Officer, Arch Insurance International and Active Underwriter, Syndicate 1955

Adrian Zoppa is a director at Hood Sweeney Securities with more than 20 years of experience in integrated accounting and financial planning. As head of financial planning since 2021, he specialises in financial strategy, ownership structures and portfolio management, working with clients across industries, including the health sector. Zoppa is known for his detail-oriented, collaborative approach, taking time to understand each client’s story and objectives before designing tailored, practical solutions. He works closely with other trusted professionals to deliver comprehensive advice. Zoppa sits on the Hood Sweeney Securities Board, is a responsible manager for the AFSL, and chairs the Investment Committee.

Director and Head of Financial Planning

Adrian Zoppa

Adrian Crossing is director and head of technology for Orlo One, with more than 20 years of experience in technology services. Promoted to director in 2024, he believes that effective business strategy must be underpinned by robust security and privacy and advocates embedding these principles into every layer of operations. Crossing leads the continuous refinement of Orlo One’s capabilities to keep pace with a rapidly evolving threat landscape, where cyber risks demand resilient, proactive responses. His deep expertise in cybersecurity and disaster recovery makes him a trusted adviser to organisations seeking comprehensive protection, operational continuity and confidence in their technology environment.

Director and Head of Technology, Orlo One

Adrian Crossing

Scott Young is a director in accounting and business advisory at Hood Sweeney, bringing more than 30 years of experience with a strong focus on regional and agribusiness clients. Having grown up in a family livestock farming operation, he understands firsthand the challenges facing farming and regional enterprises, including seasonal variability and market volatility. As agribusiness relationship partner, Young oversees the delivery of professional services to regional and farm-related businesses across South Australia and Alice Springs and advises SMEs nationwide. He is highly regarded for his expertise in accounting, taxation and tax planning, succession planning, business planning and cash flow management.

Director, Accounting and Business Advisory

Scott Young

Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.

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Kimi Shah

Partner

Kimi Shah

Partner

Kimi Shah

maintaining an in-house team of more than 20 programmers to facilitate fast improvements direct bill options to streamline the payment process for the agent and the insured providing IVANS policy downloads that enable up to 30 percent labor savings to independent agencies delivering online capabilities including rating, policy documents, payments, and claims reporting

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“We will continue to strengthen our service proposition and customer experience as a key differentiator, as we build on the momentum we have achieved to date across multiple business lines and territories,” says McLean. “Our im is to continue to grow our market relevance and strengthen our partnerships with our strategic brokers as we expand our leadership position in key sectors. “We will also continue to invest in talent. We are committed to drawing from the broadest pools of talent, and to creating an environment that attracts and retains stellar employees. We recognise the importance of building teams that are diverse, collaborative, and innovative and are dedicated to cultivating a supportive and inclusive workplace culture in which all our employees can thrive.”

Monarch’s sister company, Capitol Special Risks, is now part of the Monarch umbrella to provide retail broker customers with expertise and markets in the professional, management, and cyber liability space. “I am very proud of our young and dynamic leadership team,” says Derek Borisoff, chief executive officer of Monarch E&S. “Stefanie McLeod, vice president of personal lines, and Devon Borisoff, vice president of commercial lines, are led by Yiana Stavrakis, our very capable president. All three are known standouts in our industry who lead by example in both work ethic and desire to solve problems. Our firm’s outstanding performance is a result of their positive communications with our people, superb carrier relationships, and proactive management style.” As a full-service MGA and wholesale brokerage, Monarch gives retail insurance brokers access to many different lines of business through its commercial lines, personal lines, professional lines, transportation, mining/energy, CAT property, earthquake, and flood departments. “Monarch E&S has the products, talent, expertise, and reputation to get deals done with our strategic partners and clients, which is essentially table stakes,” says Yiana Stavrakis, president at Monarch E&S. “How do we go above and beyond? We aim to work on every deal, regardless of size, as if it were our personal account and provide our retail brokers with problem-solving competencies to handle hard-to-place risks. Most competitors do not provide the same level of service for smaller brokers and risks as they do for larger ones. Monarch thrives when it comes to providing solutions for small to mid-market risks.”

relationships and teamwork embracing and driving change holding teammates accountable pursuing excellence with humility giving back to the community

Furthermore, talent acquisition and retention pose a significant challenge and are at the forefront of most business leaders’ minds during this unique time. The insurance industry has been aware for years of a looming talent shortage caused by the Baby Boomer generation’s retirement and is now experiencing a war for talent. “Monarch has been able to overcome this talent acquisition challenge by staying true to who we are, a family environment with national resources, which is something we will continue to encourage and promote,” says Stavrakis. “When working for a team like ours, you are not another cog in the wheel but have the opportunity to make your mark and grow with us as we build out Monarch 2.0.” Monarch E&S Insurance Services is licensed in every state and is continuously finding ways to enhance its team, client, and carrier partner experiences. Get ready for the royal treatment as Monarch 2.0 expands digitally.

“I am very proud of our young and dynamic leadership team. Our firm’s outstanding performance is a result of their positive communications with our people, superb carrier relationships, and proactive management style”

Derek Borisoff, Monarch E&S Insurance Services

Yiana Stavrakis, Monarch E&S Insurance Services

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