Meet Alan. He is an experienced Certified Practicing Accountant (CPA) . Alan has a Bachelor of Business with distinction, majoring in accounting from The Queensland University of Technology.
With more than 12 years of business services and taxation accounting experience, both in private practice and in a mid-tier firm, Alan utilises his skill set by focusing on maximising his client’s wealth and streamlining their business processes. He has been an asset to his clients through improving their financial positions and steering their businesses in profitable directions.
Alan appreciates all things car related. He is a family man who loves spending time with his wife, Tracy, and their two gorgeous young children
Meet Tracy. She is an experienced Certified Practicing Accountant (CPA) . Tracy has a Bachelor of Business, majoring in accounting from The Queensland University of Technology.
With over 12 years in the accounting industry, Tracy brings a wealth of knowledge to her accounting clients.
She aims to help a wide range of individuals achieve the best possible outcome for their financial conditions.
In her spare time, Tracy loves watching movies and travelling.
Meet Melinda. She is an experienced Xero Certified Bookkeeper, a Registered BAS Agent and is a member of the Institute of Certified Bookkeepers. Melinda has a Bachelor of Communication, Film and Media Studies from The Griffith University.
With over 15 years in bookkeeping, Melinda brings a wealth of knowledge to her bookkeeping clients. Clients have included Hotels, Restaurants, Record Labels and the Clothing Industry.
Melinda expertise are in the Family Office sector as well as Bill payments, Company Secretarial Services and Tax Compliance.
In her spare time Melinda can be found listening to Korean band BTS and dining in restaurants.
Meet Alfie. He is currently an assistant accountant at Al & Co Accountants. Alfie has a Bachelor degree in Accounting and a Master degree in Applied Finance from Queensland University of Technology (QUT).
Alfie has a keen passion to learn more about the industry and he is enthusiastic to embark upon a career in Accounting and Finance.
Originally from China and having spent nearly a decade in Australia, Alfie has a strong cross-cultural awareness and is bilingual in Chinese (Mandarin/Shanghainese) and English.
With professional experience both in China and Australia, he has a strong client-focused approach to work and a strong understanding of modern business processes and practices.
In his spare time, Alfie likes to spend time exercising outdoors and hanging with friends.
Meet Hannah. She is an enthusiastic and motivated office administrator who throughly enjoys working amongst the accounting industry.
Hannah is currently studying her diploma in nursing.
When not working, she enjoys going to the beach, baking and walking her dog.
Inn has practiced law for more than two decades in various countries including Malaysia,New Zealand and Queensland, Australia. Her areas of expertise are predominantly in Commercial and Property Law including Conveyancing Services.
Inn is passionate about helping the community and is the Secretary of the Board of International City Church, Multicultural Community Centre and Asia Pacific Institute.
Inn is multi-lingual and conversant also in Mandarin and Teochew. She services clients locally and overseas; including China, Hong Kong, Malaysia and Singapore.
List of Services:
Phone: 07 3423 1867
Steve Jones is a qualified Financial Planner whose purpose is to help self-employed people, small business owners and everyday Australians achieve their financial goals. He has spent the last decade educating and assisting individuals, families and business owners on strategies that create financial abundance over time and how they can minimise their risks along the way.
He has completed a Bachelor of Social Science and has ASIC’s Legislative requirements to provide advice on insurance broking, risk management, managed Investments, superannuation & retirement planning, including self-managed superannuation and investment & taxation planning. He is currently completing a Masters in Financial Planning at Griffith University.
Steve’s objective is to provide cost-effective financial planning solutions that will ensure his clients have the financial freedom to retire in style.
List of Services:
Phone: 1300 077 123
Jeremiah is a Registered Company Auditor and ASIC Approved SMSF Auditor with more than 10 years experience in providing audit and assurance services to various industries i.e. government agencies, aged care, engineering and construction, clubs, gaming, financial services (superannuation and insurance), child care, retail and manufacturing.
Independent Audit Services provides the full breadth of audit and assurance services from financial statement audit to risk consulting. They go beyond compliance, evaluating and improving your risk management, control and governance processes.
Phone: 07 3905 9430
Danny provides commercial and residential loans. From first home buyer loans to luxury residential home loans and everything in-between including refinancing.
He can also assist with commercial construction loans.
He is happy to have a consultant meet you at home or work. He proudly accommodate the rural clients as well.
Get in touch with your local expert for home loans in Bulimba.
List of Services:
Phone: 0423 161 855
Achieving results with high integrity, passion, solution and care is Chad's value proposition.
As a car finance broker, his main role is to negotiate with banks, credit unions and other credit providers on your behalf to arrange a loan that is best suited to your needs.
Chad has always loved cars since he was a child. He has owned and sold more than he can even remember. If he is not in the office, he is probably at a dealership looking at cars he definitely cannot afford. What he love just as much is being able to see the smile on his clients faces when they pick up their new car, he know that feeling all too well (it makes him a little jealous at times too, wouldn't you be?)
He can assist with the process from enquiry to driveway. He can source the car for you at no extra cost while obtaining the best deal for you from his network of dealerships.
With years of industry experience and a large industry network, he has the resources to be able to achieve the best possible outcome for you.
List of Services:
Phone: 1300 936 660
Helping property investors achieve their goals with structured finance solutions and ongoing support
Utilising my previous work experience, I understand the importance of a well structured and logical approach using key information and research to understand the potential risks verses return on investment. Offering an approach and service most brokers cant achieve.
The Brisbane Broker Specialist in:
✔ Home Loans
✔ Home Refinance options
✔ Commercial Loans
✔ Asset Finance
✔ Car Finance
Phone: 0423 269 468