Maria is our administration and bookkeeping assistant.
Trent is our experienced bookkeeper and he also manages part of our superannuation business .
Uliana holds a Master of Accounting degree. Uliana’s goal is to become a Chartered Accountant. She manages our fast growing superannuation fund administration business. Uliana can be contacted by email or telephone at any time to discuss the implications of running an SMSF.
Adele is a partner in our business. Adele holds a certificate IV in Financial Services (Accounting) and is a registered BAS Agent and a member of the Institute of Certified Bookkeepers. Adele has been involved in our business for seven years and is responsible for the growth and development of the bookkeeping BAS preparation and client administration in that time. We have a lot of very happy clients as a result because she has a very strong client focus.
Max has been an accountant adviser for a lot of years. His clients’ welfare in every sense is the most important thing to him in business. He is very focused on the success of his clients and gets a great deal of personal satisfaction from their success. Believes utterly in the team environment and the team we have built within our business.
We value a healthy successful lifestyle for everyone. A healthy successful lifestyle is one that balances the needs of family, business and community and personal welfare. We approach the needs of all our clients with these core values in mind.
We have clients across a board range of service, retail, manufacturing and professional industries. We have clients of variable size from sole traders to medium sized employers. We have clients operating in a variety of business structures. We have clients in Travel, IT, boating and marine manufacturing, farming, mining services, vehicle maintenance and a large number of administered superannuation funds.
We have various partners to compliment what we do.
Our partners can provide specific services such as legal and financial advice in areas that may be required to suit your individual requirements for financial growth and success.
Please find out more about our partners