Tax Agent/ accountant also a finance advisor in Sydney area?

Discussion in 'Accounting & Tax' started by Sannie, 2nd Jul, 2016.

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  1. Sannie

    Sannie Well-Known Member

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    NSW
    Hi All.

    Firstly sorry if it is a noob expectation expecting a financial advisor also doing a tax return but if anybody exists then?!?

    Looking for some recommendations and this is my situation as of now- Me and my wife are newee to NSW and started working full time in a comparatively low income brackets.

    We are expecting our first new born in few months from now. Also I own a unit purchased as PPOR which I'll be renting out soon (will be self managing for time being as I found a very reliable tenant on periodic term). We are also aiming to buy another investment property soon sometime down the line depending on our serviceability and borrowing capacity.

    Just wondering could anybody recommend us a good Finance advisor who can also do the tax returns for us?

    It is just a simple Tax return for both of us which I can do them myself. But paying a professional who can advise on other things and provide us tips that we don't know about based on above situation would be fantastic.

    Many thanks
     
    Last edited: 2nd Jul, 2016
    Sannie, 2nd Jul, 2016
    #1
  2. House

    House Well-Known Member

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    Try Nick Moustacas from Strategic Wealth Management, think he'd be your best bet in Syd :)
     
    House, 2nd Jul, 2016
    #2
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  3. Terry_w

    Terry_w Lawyer, Tax Adviser and Mortgage broker in Sydney Business Member

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    Yes Nick is a financial planner and a tax agent.
     
    Terry_w, 2nd Jul, 2016
    #3
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  4. Jamie Moore

    Jamie Moore MORTGAGE BROKER - AUSTRALIA WIDE Business Member

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    Jamie Moore, 3rd Jul, 2016
    #4
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  5. Sannie

    Sannie Well-Known Member

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    Thank you All kindly. Will look up.
     
    Sannie, 3rd Jul, 2016
    #5
  6. kierank

    kierank Well-Known Member

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    Been using Nick for years.
     
    kierank, 3rd Jul, 2016
    #6
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  7. Jerry O

    Jerry O Well-Known Member

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    +1 for Nick as well.
     
    Jerry O, 3rd Jul, 2016
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  8. Mike A

    Mike A Well-Known Member

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    nick or paul both in sydney and both would serve you well. known both for years and both highly competent.
     
    Mike A, 3rd Jul, 2016
    #8
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