Our vision:

Making a difference in people’s lives, not just their finance.

Our values:

1

Integrity

Show integrity and respect in our work, communications, and interactions with colleagues and clients
2

Trust

Trust and support clients and teammates, while taking the time to teach each other new skills
3

Pro-activity

Think outside the box to try new approaches. Be proactive in understanding and solving problems
4

Persistence

Complete the work regardless of the obstacles. Be confident that the solution is out there
5

Responsibility

Lead by example, take responsibility for work, seek support and ask the right questions to get the job done

Meet our team

Our diverse and nimble team of people are the centre of our clients success, always putting them first and ensuring Marcos Advisory delivers uncompromising service. You can learn more about them below.

Magdy Marcos

Managing Director

Magdy is a Chartered Accountant with over 27 years’ experience. Starting his career with Mirvac Projects in 1994, Magdy quickly learned the importance of providing accurate information in a timely manner to ensure the company met its objectives.

Having gained valuable experience in mid-tier Chartered Accounting firms, Magdy decided to venture out on his own to establish his own firm “Marcos Advisory”. The company has grown since its humble beginnings to be the firm of choice for SME’s.

Magdy’s philosophy is to be “hands on” with clients with all aspects of their business. Being an Accountant is only a small part of what a client wants today, they need an Advisor. Magdy’s expertise is International Taxation, advising clients on the impacts of their cross-border transactions as well as the impacts on expats working in Australia and abroad. Magdy holds a Masters of International Taxation from Sydney University as well as a Bachelors degree from the University of Technology Sydney.

Anu Siva

Senior Accountant

Anu has been working for Marcos Advisory since 2016 and is from Jaffna, Sri Lanka. She is a qualified Certified Practising Accountant (CPA) and has worked in chartered accounting practices for over 13 years. She is always keen to assist clients in keeping up with their compliance obligations and to get the best taxation results for them.
Although Anu specialises in Self-Managed Superfunds, she also has extensive experience in providing bookkeeping, accounting & taxation services and advice to small businesses.

Kelvin Tu

Senior Accountant

Kelvin Tu is from Ho Chi Minh, Vietnam and joined Marcos Advisory in October 2017. He is a qualified member of Chartered Accountants and holds a Bachelor of Business Administration and a Masters in Accountancy form Western Sydney University. He provides taxation and accounting services, as well as advises on business structure and tax optimisation strategies. Kelvin’s 4 years of experience in accounting, along with his qualifications, enhances his ability to help our clients achieve their financial goals.

Sylvia Marcos

Wealth Management

Sylvia completed 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 study further to become a Financial Planner.

With over 20 years’ experience within the Accounting and Financial Planning fields this has given Sylvia a real advantage when meeting with clients as not only does she 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. She 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 with out being limited to a particular product list. This allows her 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.

Cassandra Davis

Business Service Accountant

Cassandra Davis is from Sydney and Joined Marcos Advisory in 2007. She has been working in the Accounting Industry for 20 years. Business bookkeeping is Cassandra’s speciality, though her work spans a variety of individual and business duties. Cassandra is the perfect person to assist our clients with everything from business set-up, to payroll. Her approach to record keeping makes ongoing compliance a breeze.

Mike Li

Junior Accountant

Mike Li joined Marcos Advisory in early 2020, he provides a wide-ranging general accounting services to clients, with a particular areas of focus in the field of tax preparation for individuals, as well as financial reporting for trusts and small to medium size organizations. Mike also has a keen interest in working with clients in creative industries, such as data analytics solutions. Mike holds a Masters of Commerce (Accounting and Quantitative Finance) from the University of Sydney.

Catherine Cattermole

Lending Solutions

Catherine Cattermole is from Berkshire, England and joined Marcos Advisory in early 2019. She takes care of the finance needs of our existing and new clients; ensuring that they are always getting the best deal. Catherine’s experience in both residential and commercial finance makes the process simple and stress-free for our clients. She works closely with our panel of Residential, Asset finance, and Commercial lenders, which guarantees that our clients are placed with the institution that best compliments their individual needs.

Melissa Scott

Client Services

Melissa is from Santa Barbara, California and joined Marcos Advisory in January 2020. She is in charge of our administrative work, including scheduling meetings with clients and between team members. She also coordinates communications between clients and our team: ensuring clients receive the fast and accurate response necessary. Additionally, Melissa oversees payments, including the preparation of invoices, purchase orders, and statements.

Why should you work with us?

Industry
experience

Marcos Advisory has been helping clients since 2000. Our area of expertise is small to medium sized businesses. Our niche in the area of International taxation is also highly beneficial, with more and more business being conducted abroad.

Exceptional results

We like to think of our client’s success as the true measure of our success.  Helping clients achieve their goals is our goal.

We have helped many of our clients create wealth, minimise their tax obligations through careful tax planning and even save them money on their loans. Whatever the task we are here to help.

Speed, agility & accessibility

We are small enough to be fast, flexible and accessible. We are there with our clients in hand to hand combat, supporting their business every day. Clients have access to all the staff anytime they need the support and regular communication is the way we always operate.

Going above and beyond

We are proactive and will go the 2nd mile. Our clients’ growth is our first priority, that’s why we are evolving and developing with our clients to ensure they get that growth. There is no job too small and we do everything to the highest standard expected, always thinking of new solutions to deliver the best value possible.

Local expertise & deep knowledge

We have built deep knowledge and expertise across the last two decades. We understand the Australian market exceptionally well. Our experience includes accounting & tax, super funds, finance, tax audits, management accounting, international tax, financial planning and business advisory.

Our community engagement program

Marcos Advisory has an active role in our local and global communities. We believe we should give back where possible, and strive to better ourselves not just professionally and as a company, but also individually and a community.

Coptic Orphans is a development organisation that works with vulnerable and marginalised children in Egypt to transform their local communities.

Our vision is to see every vulnerable child of Egypt confidently face the future with a renewed sense of hope and a life enriched with education, health equality.

Magdy Marcos took part in the annual fund raiser held by St Vincent de Paul Society. Magdy alongside his other CEO colleagues raised over four million dollars for Australia’s homeless.

There are over 100,000 Australians who sleep rough each night of the year. Half of these are women, a quarter of these are under the age of 18.

Hope 103.2 has a mix of music and uplifting program segments that aim to bring hope to many who may otherwise be closed to the Good News of the Gospel. Our aim is to communicate the love that Jesus has for every listener.

Mission Statement:
Communicating Hope to transform life, faith and culture.