Helping businesses succeed since 1974
We are an innovative, flexible firm with traditional values. We care about our clients and enjoy forming relationships based on respect, quality & honest service and trust.
We have a friendly and well qualified team readily available to assist you with any of your business needs.
Our team is highly experienced and committed to ongoing professional education and training. Our professionally qualified members spend in excess of 40 hours each year attending formal training and knowledge-building courses to remain up-to-date on legislative changes and industry trends.
B.Com, FCA Financial Planning Specialist
Bill has over 40 years of professional experience. As a Chartered Accountant, financial planning specialist, tax agent and registered company auditor, he is qualified to help assist individuals and businesses succeed in a complex environment and assist them to achieve their goals. He also specialises in the field of superannuation including self-managed superannuation funds. Bill is committed to providing long term mutually beneficial relationships with clients.
Away from the office, Bill enjoys spending his time with his family and sailing Lake Macquarie, be it for pleasure or twilight racing on Friday evening! He also contributes to sailing in his capacity as honorary Commodore of the Lake Macquarie Yacht Club.
Evan has 20 years of professional experience. He has an intimate knowledge of tax, accounting and business issues. Evan appreciates the difficulties businesses face and is committed to helping clients implement strategies to achieve their business and personal goals.
Away from the office, Evan enjoys time with his wife and three young children. He also enjoys all sports – especially soccer, taking an active role in the running of his local community soccer club at Charlestown and coaching a junior development team.