We are a 3 partner firm with a committed attitude to providing outstanding client service, together with a "talk my language" approach to advice and a combination of professionalism, flexibility and friendliness when dealing with our clients.

We have expertise in the following areas:

• Pubs & Hospitality
• Importers & Distributors
• Manufacturers
• Engineering
• Medical Practitioners
• High Tech Industries including computer software
• Telecommunications
• Media and Publishing
• Not-for-profit Organisations
• Personal & Business Services

Rick has spent 30 years working in the areas of taxation, accounting and audit, mainly servicing small to medium enterprises in Australia, either locally or foreign owned. He has acted for clients in most industry groups including manufacturers, retailers, importers and distributors, exporters, hotels and hospitality, technology, agricultural and financial services.

He focuses on both ensuring clients' compliance needs are met and helping them to find optimum tax structuring solutions.

Skills Include:

Personal Interests:

Professional Qualifications:

• Bachelor of Commerce
• Registered Company Auditor
• Registered Tax Agent
• Registered NSW Justice of the Peace
• Member of the Institute of Chartered Accountants
• Fellow of the Taxation Institute of Australia
• Diplome Superieur de Francais des Affaires (Paris)

Career Highlights:

• Financial controller for Nutrimetics NZ.
• Auditor at Coopers and Lybrand in Sydney.
• Setup his Chartered Accounting practice in 1981 in Sydney.
• In 2010, received an "Auditor of the Year" award for "Not for Profit Organisations".

David has been in public practice since 1993 and became a partner in 2004. During this time he has worked closely with his clients to assist the specialist service area of taxation, business services and accounting systems.

David's clients are in various industries, including medical practitioners, manufacturers, construction, pubs, professional communications and media. He has a strong commitment to his clients' financial well-being, whether that be in areas of compliance or wealth preservation.

Skills Include:

Personal Interests:

Professional Qualifications:

• Bachelor of Commerce
• Bachelor of Economics
• Registered Tax Agent
• Member of the Institute of Chartered Accountants
• Member of the Taxation Institute of Australia

Career Highlights:

• Advising clients on various financing options to help in their business expansions.

Jason has been in public practice since 1997 and became a partner in 2007. During this time he has developed extensive experience in specialist services (tax and accounting) for small to medium enterprises, as well as management accounting and reporting for foreign-owned subsidiaries.

Jason has worked with a variety of clients in many industries, including retailers, wholesalers, construction and professionals. He has a strong commitment to his clients' financial well-being, whether that be in areas of compliance or wealth preservation.

Skills Include:

Personal Interests:

Professional Qualifications:

• Bachelor of Commerce
• Registered Tax Agent
• Registered NSW Justice of the Peace
• Member of the Institute of Chartered Accountants

Career Highlights:

• Advising on a management financial reporting system implemented by several foreign subsidiary branches of a listed company.