Naomi has over 18 years’ experience in Taxation and Business Services and provides in house training on all major accounting software packages. Naomi has a Bachelor of Business and is a Chartered Accountant and Registered Tax Agent.
Mobile: 0412708320
Tim has over 25 years’ experience in Financial Planning and provides advice in relation to wealth creation, retirement planning, superannuation, investments and insurance. Tim has a Bachelor of Business and a Graduate Diploma in Financial Planning.
Mobile: 0412996746
(Authorised Representative No 253819)
Rod has over 30 years’ of experience in taxation and business services with a focus on small to medium size business and Self Managed Superannuation Funds. Rod has a Bachelor of Business, is a Chartered Accountant and Registered Tax Agent.
Mobile: 0416286774
Ellana Daley
Tanya has over 20 years’ experience working in Customer Service and Administration roles with the last 8 years working in Financial Planning. Tanya has her Certificate IV in Frontline Management, Bookkeeping and Accounting
Brett has over 30 years’ of experience in Taxation and Business Services. Brett has a strong focus on Self-Managed Superannuation Funds with over 20 years’ experience in the preparation of SMSF Tax Returns and Financial Statements. Brett has a Bachelor of Commerce and is a Certified Public Accountant and Registered Tax Agent.
Elizabeth has over 15 years’ experience in Taxation and Business Services and holds a Bachelor of Business Degree in Accounting and Finance.
Tim Fredericks (Authorised Representative No 253819 and Credit Representative No 576553), operates through Parrish & Associates Financial Planning Pty, Corporate Authorised Representative (No 1246934) and Credit Representative (No 576554) of Akumin Financial Planning Pty Ltd (ABN 89 051 208 327) Australian Financial Services Licensee and Australian Credit Licensee, Licence No 232706.