Taxation, Accounting & Audit Services
Accounting is a core strength. We have a proud tradition in integrity & professionalism which we invite you to experience.

Investment Services & Life Insurance
Our goal: to optimise the use of our clients' financial resources in line with their individual needs & expectations, at every stage of their financial life.

Business Insurance Brokers
We pride ourselves on providing a professional & personal service covering a wide range of business insurance products, tailored to suit your needs.

Finance Brokers  
Our experience & long established relationships with a wide range of financiers allow us to take the worry from loan process for you.

Superannuation advice and Audit and Administration of SMSFs
Taking the time to plan for your future helps to ensure that you can live comfortably in retirement.

Lindfield Superannuation Fund - established in 2006 as an alternative to the larger superannuation funds.

Accounting Specialist Services

• Income Tax
• Tax Minimisation Planning
• Tax Planning
• Capital Gains Tax Advice
• Fringe Benenfits Tax
• Tax Audits
• Statutory Reporting
• Financial Reporting
• Management Accounting
• Business Documentation Matters
• Self Mananaged Super Funds
• Specialist Advice

• Registered Tax Agent
• Registered Company Auditor
• Fellow of The Institute of Chartered Accountants in Australia
• Fellow of the Taxation Institute of Australia
• Foundation Fellow of the Australian Institute of Company Directors
• Fellow of the Corporate Directors Association of Australia
• Justice of the Peace for NSW (No 114542)
• Registered to engage in credit activities under the National Consumer Credit Protection Act 2009 
• Member of AICC
• Member of ACT & Region Chamber of Commerce and Industry
• Australian Financial Services Licensee