Local Financial Planning in Wooroona QLD

Assisting to achieve lifestyle & financial goals

Assisted more than 2500 clients

Sound advice & strategies with a focus on service

The Financial Planning Association (FPA)

Superannuation Advice

Estate Planning

Over 75 Years Of Industry Experience

KAREN MCTIER - Financial Planner – BBus CFP ® DipFinPlan – AR 00250235

ROBERT SOUTH – Financial Adviser – DipFP GradDipFP - AR 00126906

Accounting and taxation services since 1924

Highly trained & qualified accountants

Financial, professional & personal accounting

Registered tax agent

Certified Practicing Accountant (CPA)

Xero, MYOB & QuickBooks certified advisor

Provide opportunities through business improvement strategies.

Tailored advice on Self Managed Superannuation Funds.

Give peace of mind through effective business structures and succession planning.

Institute Of Chartered Accountants Australia

CPA

Licensed Auth. Representatives For Advice On Superannuation & SMSF

Personal one on one service

Timely tax returns

Accounting & taxation services

Members Of CPA Australia

Commitment To Providing Excellent Advice

Large Range Of Services

Highly Qualified & Professionally Trained

Opportunities With Business Improvement Strategies

Look After All Of Your Taxation & Accounting Needs

Peace of Mind With Effective Business Structures

Institute Of Chartered Accountants Australia

CPA

Licensed Auth. Representatives For Advice On Superannuation & SMSF

Using a computerised cashbook

Arranging finance for property purchase

Financial management

Graduated from University of QLD, Gatton College - John Chamberlain

Graduate of University of Queensland Gatton College - Derek Mayne

Graduated from the University of QLD, Gatton College - Neville Crook