We are committed to forming close partnerships with our clients. This way we can understand your unique situation and customise the assistance we provide to suit your needs. Our commitment to excellence is evident in the hardworking nature of our staff, and the exceptional service we offer. Relationship building is a key criteria in the way we approach our work.
Our enthusiasm for our work means you are provided with a friendly team of professionals who are eager to use their expertise to help you succeed.
Gary is a Chartered Accountant (CA), Registered Tax Agent, ASIC approved SMSF Auditor & has a Diploma of Financial Services (Financial Planning). Gary has worked as an Audit Partner, a Financial Controller and as a Senior Manager in Tax and Business Services in South Africa, Poland and since 2002 Australia. He has worked for Big 4, 2nd tier & boutique firms. Gary is a former Treasurer for the Gold Coast Toastmasters Club. Gary's aim is to provide a complete tax, business and wealth package to clients so that they can focus on their core business.
Greg is a Chartered Accountant (CA), Certified Practicing Accountant (CPA), Registered Tax Agent, ASIC Agent and has a Graduate Diploma in Applied Tax Law. Between Public Practice and the private sector, Greg has over 25 years experience in accounting, business services and taxation in a wide range of industries. He has a passion for adding value through organisation improvement, strategic planning and performance management. Greg knows that through effective communication and collaboration, we will be able to achieve client's goals.
Jim has 35+ years experience as a Chartered Accountant. He was previously a partner of a second tier firm in Brisbane city and decided to set up his own business in 2000. His vast background incorporates business planning, litigation support, taxation, financing, restructuring and investment strategies through to helping clients implement the above activities to improve their financial health.
(CA SMSF Specialist) Karen is a Chartered Accountant and Self Managed Superannuation Fund Specialist. Karen is primarily involved in the tax advising and business planning for small to medium business clients. She was originally trained in South Africa and headed up an accounting practice there before emigrating to Australia in 2003. She has over 20 years experience as a practitioner. Karen has strong community engagement and is the Treasurer of her local high school.
Manager responsible for a wide array of client matters, workflow management and mentoring staff. Leona has extensive knowledge of MYOB small business accounting packages. Away from the office Leona enjoys practicing yoga and catching up with family and friends.
Leona is also a member and the treasurer for Soroptimist Gold Coast Inc. branch, a global organisation that assists women internationally, nationally and locally to lead a more fulfilling life by identifying and addressing issues relating to education, health, environment and economic development.
(CA) Chartered Accountant and CA SMSF Specialist, responsible for all areas of compliance work, preparing company and individual tax returns and is specialising in Self Managed Superannuation Funds and audits. Jason spends his leisure time with his young family and enjoys the outdoors.
Accountant responsible for all areas of compliance work, including preparing company, trust and individual tax returns. Cooking and family are her passions.
(CA) Chartered Accountant responsible for all areas of compliance work, including preparing company, trust and individual tax returns. She provides bookkeeping services for some clients. Grace is a netball player who enjoys travel and exploring different countries.
Attends to client services, administrative requirements and provides technology assistance to all staff. Jacksen has a passion for all things IT.
Responsible for Catering, Reception, Corporate Compliance and debtors. Alana has a wealth of experience in office management and debt collection.
Judy has over 15 years experience in Public and Company Accounting, working for large Building and Construction companies in Victoria and recently in Queensland. She is a Fellow Member of both the Institute of Public Accountants (IPA) and the Institute of Financial Accountants (IFA). Judy enjoys all sports being a keen fan and competitor in Softball in the World Masters Games.
Responsible for lodgements and meeting the business's needs by attending to client service and administrative requirements. Samantha enjoys travelling and catching up with friends and family.
(CA) Chartered Accountant responsible for all areas of compliance work, including preparing company, trust and individual tax returns. She loves animals, the beach, travelling and catching up with friends and family.
Accountant responsible for all areas of compliance work. She enjoys learning about other Countries and Pop Culture.
Kimberley Cooper and Sarah Dunnett
The next generation of financial professionals starting on the road and providing assistance with office administration.
Liability is limited by a scheme approved under Professional Standards Legislation.