We are a boutique accounting firm renowned for its superior customer service ethic and supported by its outstanding provision of services including:
• Business Management and Planning
• Investment & Financial Advice
• Superannuation and Retirement
• Taxation
• Investment Properties
ASH
Accountant
B.Comm, Grad Dip Fin Mgt
Ashley holds a Bachelor of Commerce (B.Comm) with a double major in economic theory and economic policy and a minor in organizational management. He also holds a Graduate Diploma in Financial Management (Grad Dip Fin Mgt) with the University of New England. He has studied towards a Graduate Diploma in Financial Planning with the Securities Institute. He has had nearly 20 years experience in the finance industry including a management role with a major bank, and over 7 years experience as a financial adviser and 8 years as a registered tax agent.
JEROME
Financial Planning
DipFS
Jerome has worked in the financial services industry for the last 10 years. Jerome was originally a portfolio administrator to Self Managed Superannuation funds then moved to providing risk advice and on to financial planning advice. Jerome can provide clients with a suite of financial services that are personalised, strategically innovative and structured to meet individual needs and objectives. He offers a wealth of experience in financial planning, superannuation and taxation fields which enables him to consistently meet the needs of his client's financial planning requirements.
PETER
Accountant
B.Bus MBA CPA
Peter holds Bachelor of Business from RMIT and an MBA from VIT. Peter has three decades of solid tax services experience in individual, Company, Trust and Superannuation funds. Peter's experience has given him to the opportunity to work with organisations including; Aboriginal & Torres Strait Islander Commission (ATSIC), Australian Securities & Investments Commission(ASIC), ATO, and Monsanto.
• Business Management and Planning
• Investment & Financial Advice
• Superannuation and Retirement
• Taxation
• Investment Properties
ASH
Accountant
B.Comm, Grad Dip Fin Mgt
Ashley holds a Bachelor of Commerce (B.Comm) with a double major in economic theory and economic policy and a minor in organizational management. He also holds a Graduate Diploma in Financial Management (Grad Dip Fin Mgt) with the University of New England. He has studied towards a Graduate Diploma in Financial Planning with the Securities Institute. He has had nearly 20 years experience in the finance industry including a management role with a major bank, and over 7 years experience as a financial adviser and 8 years as a registered tax agent.
JEROME
Financial Planning
DipFS
Jerome has worked in the financial services industry for the last 10 years. Jerome was originally a portfolio administrator to Self Managed Superannuation funds then moved to providing risk advice and on to financial planning advice. Jerome can provide clients with a suite of financial services that are personalised, strategically innovative and structured to meet individual needs and objectives. He offers a wealth of experience in financial planning, superannuation and taxation fields which enables him to consistently meet the needs of his client's financial planning requirements.
PETER
Accountant
B.Bus MBA CPA
Peter holds Bachelor of Business from RMIT and an MBA from VIT. Peter has three decades of solid tax services experience in individual, Company, Trust and Superannuation funds. Peter's experience has given him to the opportunity to work with organisations including; Aboriginal & Torres Strait Islander Commission (ATSIC), Australian Securities & Investments Commission(ASIC), ATO, and Monsanto.