Hello, my name is Paul and I was extremely fortunate to join the wonderful team at Advanced Accounting and Advisory in July 2016 as their Senior Tax Manager. I have a Bachelor of Business with a major in Accounting and Finance. My studies have also included completing a Diploma of Financial Planning. This enables me to provide clients with advice for their Self-Managed Superannuation Funds.

How I can help you: 

I am a Certified Practicing Accountant and Chartered Accountant and have worked in public practice for the past twenty plus years. I have many years’ experience advising a diverse range of clients in the areas of taxation, accounting and business development to help people to achieve their financial and lifestyle goals. This includes assisting clients with strategic, succession and estate planning solutions to achieve the outcomes and certainty required for their future and that of their family.

My professional career included twelve years as a partner in a two-partner accountancy practice in Perth, so I appreciate what is required to run a business and the importance of receiving quality and timely advice to help make those important decisions. Being part of the team at Advanced Accounting and Advisory gives me the opportunity to be involved in truly making a different to people’s lives through a passionate and professional approach tailored to individual circumstances.

It’s always great to get the chance to talk to clients and to be one of their valued advisers which is why I feel very fortunate to be part of the Advanced Accounting and Advisory team.

Hello, my name is Waka Jack and I completed a Bachelor of Commerce with a major in Accounting in 2009. I worked for small and medium sized local accounting firms before joining Advanced Accounting and Advisory in August 2017.

How I can help you: 

I have a broad range of experience dealing with small to medium-sized businesses, with various entity structures, as well as individual business and taxation accounting. I really enjoy assisting clients to find ways of minimising tax liabilities and achieving their business goals.

Hello, my name is Troy and I am the Managing Director of Advanced Accounting and Advisory. I hold a Bachelor of Business with a major in Information Systems and Electronic Commerce and a Graduate Diploma of Professional Accounting. I am a member of the Certified Practicing Accountants (CPA), a SMSF Specialist Adviser with the SMSF (Self-Managed Super Funds) Association and have a Diploma of Financial Planning.

How I can help you:
I am focused on helping clients achieve success in business and happiness in their personal lives through a healthy work/life balance.

My key role at Advanced Accounting and Advisory is providing strategic growth and direction of the business to enable us to provide the best services we can to our clients.

As an SMSF specialist and licenced accountant I work closely with our trustees to navigate the many pitfalls of SIS legislation while identifying strategic opportunities to grow and protect their retirement nest eggs.

I am passionate about providing support to our business clients to help them build a better business that works for them, not the other way around. By providing direction and accountability of action for our clients I want to ensure they have every chance to grow and succeed in business. I am a big believer in the saying, “Failing to plan is planning to fail.”

Hello, my name’s Ken and after a decade working at the Australian Taxation Office (Don’t hold that against me!) I started Advanced Taxation Consultants in 1980.

How I can help you:

With over 40 years’ experience in the industry I help solve complex taxation and business issues clients may have. I provide specialist advice in the following areas; Taxation Planning, Business Development, Buying and Selling a Business, Business valuations, Tax Structuring and Asset Protection.

Hello, my name is Teresa Simmons I am the Practice Manager. I hold a Bachelor of Business with a major in Accounting. I joined CPA Australia as a student member in 1982 and became the President of the Young Accountants Group (YAG) WA, being admitted as a full CPA member in 1985. I successfully completed the CPA Program and the CPA Public Practice Program. I Joined the Western Australian Division of Divisional Council in 1990 and delivered part of the Public Practice Residential Program for 16 years. Having spent a number of years in public practice I migrated to the Information Technology sector.

I established ASK Consultants Pty Ltd an IT Consulting Practice dedicated to the needs of Accountants and the Legal Profession. After 25 successful years sold the business and returned to public practice.

How I can help you:

My role is to nurture the practice. I am responsible for the implementation of the Directors broad framework, providing accountability and ensuring that our day to day operations are well executed.

I hold the view that the Director/Partner/Managers in the practice are responsible for fostering solid relationships with our clients, mentoring to staff and promoting the practice to potential clients and providing the broad framework of good governance, accountability and appropriate culture.

My focus is to provide a holistic workable foundation to enable all team members to operate productively, deliver excellent service to clients, embrace change and enable our team to hold a clear vision for new opportunities and proactive recognition of potential threats for our clients and for our practice.

Hello, my name is Brie and I am the Manager of Personal Tax Services at Advanced Accounting and Advisory. I have a Bachelor of Commerce majoring in Accounting and I am a Certified Practising Accountant.

I started working at Advanced Accounting and Advisory back in 2007 while I was completing my Degree at Notre Dame University. I began with administration work as an intern and then later accepted a position with the company full-time.

How I can help you: 

I like to make sure that clients know I am always available to answer any questions that they may have and assist them in attaining the best possible tax advantage.

I manage the personal tax division and liaise with clients to assist them in complying with the ATO requirements.

Hello, my name is Kenny Tee and I am the accountant of Advanced Accounting and Advisory. I migrated from Malaysia to Australia in 2008. I hold a Masters of Professional Accounting from Edith Cowan University and was admitted as a full member of CPA in 2016.

How I can help you: 

I thoroughly enjoy tackling interesting accounting and tax work.  I use my strong accounting and taxation technical skills to solve many accounting issues and completing all the associated financial accounts and taxation returns for a variety of entity types.

I have an analytical mind and particularly enjoy the interpretation of figures at the completion of the work. I take pride in finalising accounting assignments from start to finish and preparing all the associated work papers supporting the completed work. I thrive on challenging work and enjoy working independently and as part of a team.

Hello, I’m Charity and I am the Superannuation Accountant at Advanced Taxation Consultants. I hold a Bachelor of Commerce from the University of Queensland. I am a member of the Certified Practicing Accountants and an associate member of the SMSF (Self-Managed Super Funds) association.

I have worked at Advanced Taxation Consultants for two years now and enjoy the challenges the superannuation industry provides.

How I can help you: 

Running an SMSF gives our clients greater control over their retirement benefits, but for some, the paperwork and regulatory requirements can be overwhelming. This is where I step in to assist my clients with the ongoing accounting, compliance and administration of their SMSF to simplify the process.

On a day-to-day basis, I efficiently handle the ongoing accounting and administration requirements our clients’ SMSFs. I complete financial statements and tax returns, as well as organise independent audits at the end of the year.

The most enjoyable aspect of working directly with clients understanding the clients’ needs and assisting clients to achieve their financials goals and minimising the stresses associated with an ever-changing landscape of the superannuation industry.

Hello, I’m Aaron and I’m the resident Bookkeeper here at Advanced Accounting & Advisory. If you had a BAS prepared and lodged by us in the last few years, it was no doubt me who did all the hard work. I’m a Certified Bookkeeper & BAS agent, a member of the Institute of Certified Bookkeepers and a Xero Adviser & Payroll Specialist.

How I can help you: 

My main goal is to help streamline your business to make it as efficient and profitable as possible by taking advantage of the wonders and benefits of cloud accounting software. By doing so not only will you have more time to spend on your business you will also have more time to do the things you love!

Hello, I’m Bryony and most people would agree I am Troy’s better half. I worked at Advanced Taxation Consultants over a decade ago and have returned in a job-sharing role to help provide support in an administration and client liaison role.

How I can help you:

I am usually the first point of contact for our clients and I try to resolve any administrative problems they may have. I pride myself on a great work ethic and providing a friendly service, except perhaps Monday morning before I have had my coffee!

Hello, I’m Carly the first point of contact for Advanced Accounting and Advisory. I previously worked as a corporate secretary for over 10 years at a corporate services company before taking a long maternity leave break. I am thankful to have the opportunity to return to the workforce and be included in this fantastic team.

How I can help you: 

I am the office admin assistant and responsible for corporate registry compliance. I started working for Advanced Accounting & Advisory at the beginning of 2017 job sharing with Bryony.