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

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

  1. Sannie

    Sannie Member

    Joined:
    2nd Jul, 2015
    Posts:
    15
    Location:
    Adelaide
    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
  2. House

    House Well-Known Member Premium Member

    Joined:
    13th Sep, 2015
    Posts:
    774
    Location:
    Sydney
    Try Nick Moustacas from Strategic Wealth Management, think he'd be your best bet in Syd :)
     
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  3. Terry_w

    Terry_w Solicitor, Finance Broker, CTA Business Member

    Joined:
    18th Jun, 2015
    Posts:
    9,043
    Location:
    Sydney
    Yes Nick is a financial planner and a tax agent.
     
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  4. Jamie Moore

    Jamie Moore MORTGAGE BROKER - AUSTRALIA WIDE Business Member

    Joined:
    18th Jun, 2015
    Posts:
    2,162
    Location:
    Canberra and Sydney
    Sannie likes this.
  5. Sannie

    Sannie Member

    Joined:
    2nd Jul, 2015
    Posts:
    15
    Location:
    Adelaide
    Thank you All kindly. Will look up.
     
  6. kierank

    kierank Well-Known Member

    Joined:
    20th Jan, 2016
    Posts:
    1,064
    Location:
    Brisbane
    Been using Nick for years.
     
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  7. Jerry O

    Jerry O Well-Known Member Premium Member

    Joined:
    21st Jun, 2015
    Posts:
    362
    Location:
    NSW / Melbourne
    +1 for Nick as well.
     
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  8. MikeLivingTheDream

    MikeLivingTheDream BCOM MCOM MTAX CPA CTA Registered Tax Agent

    Joined:
    24th Jun, 2015
    Posts:
    227
    Location:
    Philippines
    nick or paul both in sydney and both would serve you well. known both for years and both highly competent.
     
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