About Us

Our Self-Managed Super Fund specialist

Nicholas’s approach is to listen carefully to his clients’ life stories. He enjoys getting to know his clients in order to develop a full understanding of their circumstances, hopes and dreams. This in-depth understanding assists Nick to help clients achieve their financial goals by maximizing the advantages of the superannuation system and minimizing their tax burdens.

Nicholas undertook a Bachelor degree in Business (Accounting) from Central Queensland University after working in the meat industry. He is an acknowledged SMSF Specialist through the SMSF Association and a Registered Tax Agent and has more than 10 years of experience in self-managed super fund administration and taxation compliance. 

An injury stopped Nicholas from following his dream of becoming a professional Rugby player but he still takes an avid interest in Sport and knows how to be a team player. 

Our Business Services Manager 

Shirley has a special interest in corporate affairs and excels in assisting clients develop appropriate business strategies to maximise their wealth and minimise their tax burdens. She likes to understand the economic climate so that her clients can plan in advance, budget accordingly and have the right business structures in place.

Shirley has a Bachelor degree in International Finance from Griffith University as well as a Masters Degree in Commerce (Accounting). She is a Certified Practicing Accountant and a Fellow of the National Tax Agents Association with more than 10 years of experience in accounting, business services, and taxation compliance. She is fluent in English, Cantonese and Mandarin.

Shirley loves music and can sing like an Angel.

Our Business Development specialist 

Followed his father into the profession , David has more than 30 years’ experience and extensive expertise for a wide range of businesses and sectors including retail, medical, legal, hospitality, manufacturing, property development and property management, tourism operators, fishing trawlers and construction. 

David gained valuable knowledge in dealing with Government and its bureaucracy when he worked for the Commonwealth Government. He worked as a Tax and Business Services Manager for a boutique Chartered Accounting Practice specialising in Group Title Management Rights Businesses prior to starting his own accounting and taxation practice seven years ago.

He believes the recipe for success is in being proactive which involves proper planning and structuring within the prevailing legislative environment . 

He has a Bachelor of Business (Accounting & Computer Programming Double Major), from Northern Rivers College of Advanced Education (now known as Southern Cross University) and a Bachelor of Hotel Management (Marketing Major) from Griffith University.