Dedicated Problem Solvers and Business Wealth Creators, Partnering With You in Your Business Journey
With a history spanning over three decades, our accounting practice has grown from modest origins, built on the pillars of trust, transparency, and a genuine desire to assist our clients. As experienced problem solvers, we offer a wealth of expertise across a range of services and industries, cultivated over the years. We value and nurture our professional employees, who are the cornerstone of our firm. Our extensive network is a testament to the strong relationships we have forged over our many years in practice. Our commitment to excellence has been recognised through numerous award nominations and accolades within our field.
Our Values
Partnering with our clients is paramount; we treat your business as our own. We uphold ethical and professional standards, ensuring that every task is done the right way. We also contribute to the community by volunteering our time to support worthy causes. Through our alliances with business partners who share our values, we offer a comprehensive solution for all your business needs.
Our Team
Leo
Leo is a highly accomplished Chartered Accountant and a distinguished Fellow Member with CPA Australia, boasting an impressive track record of over three decades in accounting and finance. He earned his Bachelor of Business degree with a major in Accounting, complemented by a Masters of Business Administration (MBA), with a focus on Strategic Management from Charles Sturt University, graduating with distinction.
Leo, a partner at the firm, has been deeply involved in specialised advisory and consulting endeavours, catering to businesses of various scales. He has held the role of Chief Financial Officer (CFO) and has developed a profound interest in business coaching and mentoring, providing invaluable support to clients in devising growth and efficiency strategies.
Leo’s expertise lies in key areas including business valuations, capital raising, business transactions (acquisitions and divestitures), due diligence assignments, forensic accounting, tax planning, and overall business health assessments. He is a Registered Tax Agent and proudly holds a public practice certificate with CPA Australia.
Leo’s professional specialties encompass a comprehensive range of services, including accounting, taxation, finance, business consulting, and business valuations.
Daniel
Daniel is a Chartered Accountant, a distinguished Fellow Member with CPA Australia, and a Registered Tax Agent. He holds a Bachelor of Commerce majoring in Accounting as well as a Masters in Taxation Law from the University of Technology Sydney. With over 35 years of commercial experience in business, accounting, and taxation, Daniel offers a valuable and extensive source of knowledge.
Daniel, a partner at the firm, is your go-to expert for taxation research, complex reporting, and solving intricate business challenges. With a passion for providing exceptional service, he is eager to collaborate with you. Daniel’s expertise extends to undertaking due diligence for business acquisitions and assisting clients in choosing or implementing IT systems. His blend of knowledge and experience makes him a valuable asset for your business ventures.
Rubens
Rubens is a CPA with over 30 years of experience. He holds a Bachelor of Business (Accounting) degree from UWS, is a registered tax agent and also holds a Diploma in Financial Planning and a Public Practice certificate with CPA Australia.
Rubens, a partner at the firm, his area of expertise is complex asset protection strategies and specialises in commercial and residential financing, debt restructuring and capital raising. With a knack for solving intricate business challenges, he is dedicated to delivering exceptional service to his clients. His wealth of experience includes guiding clients through the complexities in taxation, business consulting and setting up businesses both overseas and locally, ensuring a smooth and successful process.
Jose
Jose is a seasoned professional with over 25 years of experience, primarily in senior roles. He has a strong background in client management and is known for his exceptional skills in financial management. Jose is an experienced and goal-oriented Financial Manager with a demonstrated track record of driving efficiency and productivity through the evaluation of financial management systems and the implementation of process improvements.
In his spare time, Jose enjoys spending quality time with his family and participating in the exhilarating sport of dragon boat racing.
Allison
Allison is a Chartered Accountant with a strong background in accounting and business services. She holds an Advanced Diploma of Accounting from TAFE and Bachelor of Business (Accounting) from UWS. She began her accounting career in 2007 and has since accumulated 16 years of experience in the field.
Her expertise includes assisting clients with all lodgement obligations, such as annual returns, activity statements, FBT, and payroll tax. Allison also has considerable experience with Self-Managed Superannuation Funds (SMSFs), helping clients establish funds, prepare annual accounts and returns, and providing ongoing support.
Outside of work, Allison enjoys spending quality time with her family, particularly cheering on her kids as they compete in swimming competitions.
Anup
Anup is a dedicated CPA with a Masters of Professional Accounting (MPA) from Charles Sturt University (CSU) and a Bachelors of Business Administration (BBA) from T.U, Nepal. His expertise lies in individual, business, trust, and partnership accounting and taxation services. Anup is committed to delivering high standards of service, maintaining integrity and transparency, and building long-lasting relationships based on trust and reliability.
On a personal note, Anup is a proud father of two wonderful kids. He cherishes spending quality time with them, nurturing their growth and development. In his free time, Anup indulges in his passion for traveling, exploring new destinations, and experiencing different cultures.
Mishel
Mishel is a highly experienced professional with 33 years of expertise in compliance and taxation. She holds a Bachelor of Arts from the University of the South Pacific and is an Associate member of CPA Australia. Mishel specialises in all aspects of business services and Self-Managed Superannuation Funds (SMSF), providing her clients with top-notch service and advice.
Outside of her professional life, Mishel has a passion for traveling and exploring new cuisines through cooking. She believes in continuous learning and keeps herself updated with the latest trends and regulations in the accounting and business services industry to better serve her clients.
Neepa
Neepa is a highly qualified professional with a Bachelor of Commerce, majoring in accounting and audit, from Mumbai University. She is a Chartered Accountant (India) since 1995 and holds SAP Consultant Certification.
With over 27 years of experience, Neepa has worked overseas for over 12 years as an internal and statutory auditor, gaining experience in industries such as freight forwarders, constructions, advertising, and manufacturing. In Australia, she has over 15 years of experience specialising in taxation, audit, and business management as a senior accountant.
Neepa’s expertise includes SMSF accounting and auditing, SMSF administration, small business compliance services, business process review, and internal control management. She is dedicated to providing support and technical services to ensure compliance with the latest regulations.
Outside of work, Neepa enjoys reading, learning languages, watching movies, and volunteering with the BAPS Community for cultural and spiritual development activities.
Rasika
Rasika is a highly experienced professional with a Bachelor of Commerce (Accounting) and a Masters of Commerce from Karnataka University, Dharwad. With over 15 years of accounting and business services experience, she possesses comprehensive knowledge in the areas of accounting and taxation. Rasika’s expertise and dedication make her a valuable asset in navigating complex financial matters for family groups, high net individuals and small to medium size businesses in numerous industries.
Outside of work, Rasika enjoys travelling and spending time with my family.
Robert
Robert is a seasoned senior accountant with over 25 years of experience in the field. He holds a Bachelor of Commerce (Accounting), is a Chartered Accountant (CA), a Certified Practicing Accountant (CPA), and has a Diploma in Financial Planning. Robert is a member of both Chartered Accountants Australia and New Zealand (CAANZ) and CPA Australia.
Throughout his career, Robert has worked with a diverse range of clients, including small to medium businesses, large reporting corporations, not-for-profits and charities, and superannuation funds. His expertise and knowledge have been instrumental in helping his clients navigate complex financial matters and achieve their business goals.
In his free time, Robert indulges in his hobbies, which include staying up-to-date with the latest in technology, participating in various sports activities, immersing himself in books on diverse topics, and enjoying the beauty of music.
Sanjay
Sanjay is a Chartered Accountant. He holds a Master of Professional Accounting (MPA) from the University of Ballarat. With over a decade of experience, Sanjay has worked with clients across various industries, including manufacturing, retail, real estate, and medical professionals. He specialises in financial reporting, auditing, taxation, and financial management.
Sanjay is skilled in developing tax-efficient strategies to minimise liability and maximise returns for businesses and individuals. He stays up-to-date with the regulatory framework and compliance requirements to ensure that his clients remain in full adherence to tax obligations.
Outside of work, Sanjay participates in community football and follows major global football leagues. He believes in giving back to the community and enjoys staying active through sports.
Sarah
Sarah is the Practice Manager with many years of experience in enhancing both internal team functionality and client administrative support. As a proficient administrator, she effectively manages the firm’s administration function, ensuring operational excellence and client satisfaction. In her spare time, Sarah enjoys music and traveling.
