Oliver Ward
Senior Client Manager
Oliver has two decades of experience in the finance industry. His experience ranges from working as a practice manager at a thriving accountancy firm, serving as a finance director for a lucrative import company, and even running his own prosperous accounting business.
Nathan
Financial Planner
Nathan has worked as a tax accountant for almost 8 years, and recently transitioned to a financial planning role to provide holistic financial and tax advice. Through the provision of personalised advice on investments, retirement planning and asset protection, he assists clients in making informed and sound financial decisions. His role is to analyse a client’s financial position, develop tailored strategies, and regularly monitor and adjust plans to align with changing and evolving goals. The ultimate aim is to facilitate clients in achieving their financial objectives.
Lina
Senior Client Manager
Lina looks after our clients by servicing them in all areas of taxation advice and business advisory services. She conducts most of our client face to face meetings and can assist you with business mentoring, strategic planning, software selection, tax planning and structuring advice. Her role is to review all our team’s work and check it for quality and accuracy.
Gillian
Workflow Manager
Gillian sits on reception. Gillian ensures the smooth running of the office and manages the flow of client work in and out of the office. She will also liaise with the ATO on the client’s behalf in relation to lodgement extensions and tax debt payment arrangements.
Darcy
Senior Accountant/ Mortgage Broker
Darcy is our Senior Accountant and is responsible for undertaking the preparation, review and analysis of financial statements and taxation requirements and is our SMSF expert. Darcy utilises his tax and accounting knowledge in his other role as a mortgage broker where he finds the best finance option clients.
Roumelia
Senior Accountant
Roumelia is our Senior Accountant and is based offshore. She is a degree- qualified accountant with over 10 years of experience. She is responsible for undertaking all accounting activities, including the preparation, review and analysis of financial statements and taxation requirements. She has a high level of bookkeeping and taxation skills and knowledge.
Krishneel
Practice Manager
Krishneel is our Practice Manager and is based offshore. He has 15 years of experience in Accounting/ Management Information Systems. In his role as Practice Manager, he utilises his strong interest in systems and IT, while incorporating his knowledge within the tax and accounting field.
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