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.

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 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 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 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.