A CPA with over 25 years’ experience, he has a diverse professional background in accounting, audit, taxation and management services. Commenced his career at PKF, a top ten Chartered Accounting firm before moving to a three partner firm in South Yarra specialising in taxation services. Phillip gets to know his clients so he can understand their needs and provide more targeted recommendations. Phillip’s principal area of expertise is advising privately owned businesses, overseeing compliance, reviews, tax planning and providing business consulting. His clients have a strong emphasis in service-related companies, retail, manufacturing, professional services, dental and medical services. Phillip’s take-charge attitude coupled with his years of experience acting as a “sounding board” for businesses has helped clients work through many key business and planning issues. As an advisor, Phillip sees more than just the numbers and provides clients with real business insight at every turn.
Liz is responsible for all administrative procedures within the office. She manages all areas of corporate compliance, billing, lodgment of BAS’s and tax returns, tax extensions and more. With previous experience in the banking sector and also managing a large promotions business Liz’s sharp organisational and managerial skills are critical to keeping the office on task and efficient, particularly during the busy season.
A CPA with over 10 years’ experience in business services, specialising in taxation, Nicole’s accommodating nature means she is always working hard to ensure her clients’ needs are taken care of. She focuses on getting the technical details right and learning about her clients’ businesses operations. Nicole’s areas of expertise include ATO compliance, financial statements and Income tax issues including capital gains tax, GST, FBT, payroll tax and other state taxes. She has expertise in many sectors including manufacturing, property development, retail and service sectors. She enjoys a challenge and is always prepared to drop whatever she is doing to help clients find a timely solution to whatever the situation may be. She explains those solutions in a way that clients can understand how the various technical issues will impact their real-life accounting or tax situation.
With more than 10 years in administrative roles in the accounting industry has taught Belinda what it takes to help keep the firm running like a well-oiled (and motivated) machine. She uses her positive energy and capacity to skilfully address any issue to lead the firm’s support team and to promote the firm’s culture. With previous experience in the hospitality industry Belinda’s client service is exceptional with a friendly and bubbly manner.