QUALIFICATIONS:
CPA, Registered Tax Agent, Bachelor of Business (Accounting major & secondary Business Law & Taxation), Diploma of Financial Services (Financial Planning), Cert IV Financial Services (Finance/Mortgage Broking)
SKILLS & EXPERIENCE:
Over 20 years experience in Public Practice assisting clients in managing their financial and tax affairs, as well as advising on business structuring, asset protection and providing estate planning assistance with our legal partners for the last 5 years
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Featured Testimonial
"Charmaine & Dan have looked after our accounting needs for several years now. We have several entities as well as an SMSF and have developed a solid business relationship with them, based on trust and knowing they have our best interests as a priority. Communication with them is easy, which is vital for us as we live in Melbourne, and the business is very tech savvy. They are genuinely lovely people to deal with and we have no hesitation in recommending their services to anyone looking for decent accounting practice."
Biserka Anderson & Steve Ellison, Melbourne VIC