Magdy Marcos is a Chartered Accountant and has been in the accounting industry for over 20 years. He graduated from UTS with a Bachelor of Business degree and later went on to complete his Master’s Degree in International Taxation from the University of Sydney. Magdy has attained his RG146 qualifications and a Diploma in Financial Planning.
After gaining valuable experience in a large 2nd tier accounting firm working on various clients from small companies to large multi nationals, in 2000 Magdy decided it was time to move on and start his own business.
His main motivation was establishing a firm where he could implement his passion to help people achieve their goals and provide his clients with exceptional service. To this day, he continues to instil these values in all of his employees.
Another one of Magdy’s passions is flying and he is currently pursuing the completion of his pilot’s license.
Magdy’s expertise in International Taxation provides a value added service to his clients as a growing numbers move overseas to work and set up businesses.
Feel free to contact Magdy at firstname.lastname@example.org
Financial Planner and Advisor
Sylvia completed her original study by achieving a Bachelor in Business majoring in Accounting. After nearly ten years working in management accounting in various companies, Sylvia became fascinated with helping individuals & small companies find strategies for growth & wealth creation. This opened up the door to some interest in studying further to qualify her to become a Financial Planner.
With over 18 years’ experience within the Accounting and Financial Planning fields this has given Sylvia a real advantage when meeting with clients as not only does Sylvia understand the financial planning aspect but the accounting and tax implications as well.
Sylvia’s role as a Financial Advisor is to advise professional individuals on investment strategies, risk management, transition to retirement and super accumulation plans. Sylvia has written & managed over $7 Million dollars in Managed Funds in different market conditions.
Being an independent Financial Planner allows Sylvia to access many products in the market without being limited to a particular product list. This allows Sylvia to provide the right product that suits the client’s exact needs rather than an institutional financial adviser that is limited to a particular product list.
Anu Siva is a Senior Accountant and has been working in public practice since 2007. Anu graduated from the University of Colombo in Sri Lanka with a Bachelor of Commerce, in 2004 and is a member of CPA Australia.
Her role as Senior Accountant encompasses the preparation of Financial Statements and Tax Returns for Individuals, Partnerships, Trust, Company’s and Self Managed Super Funds. She brings experience in an extensive range of small, medium and large businesses and services to a diverse number of industries.
Please feel free to contact Anu at email@example.com
Julie Young has been working in customer service and administration in the accounting field for over 13 years.
Customer Service is Julie’s number one priority and she focuses her attention on exceeding client expectations while ensuring the office runs efficiently.
Feel free to contact Julie at firstname.lastname@example.org
Chantel Allen is an all-rounded finance professional with over 7 years within the Finance industry. Previously employed by selected top tier banks, Chantel has a wealth of experience in all Home Lending, Business Lending and Asset Finance.
Chantel’s passion for property has driven her to develop a successful and strategic property portfolio, and she is always identifying strengths and opportunities to drive her client’s portfolio with the same drive.
Determination, customer service excellence, knowledge and ability to think solutions based are the key elements to Chantel’s success.
If you are after a consistent, dedicated finance consultant that will walk every step of your journey with you, Chantel is your answer.
Feel free to contact Chantel at email@example.com