THE TEAM
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Name: |
Jye Amery CPA PNA |
Position: |
Principal/Senior Tax Advisor |
Qualification: |
Tax Agent,
Certified Practicing Accountant,
Professional National Accountant,
Bachelor of Business (double major Accounting and Finance) |
Introduction: |
Welcome…..
I can’t wait to show you that a good accountant can save you money by making the right decisions. As the name suggests Evolution Accountants do things differently.
I have worked in many accounting and finance roles since 1995 and since 2004 I’ve focused on public practice and have held positions such as; Senior Tax Advisor/Team Leader in addition to building several successful businesses from scratch.
I have also held prominent CBD positions such as a Financial Controller and Senior Accountant for a group of companies.
I’ve gained extensive knowledge in both the public practice and commercial roles. I have also been heavily involved in wealth creation, rental properties, investment, budgeting and mortgage finance so I have a huge knowledge base to draw from.
I look forward to helping you reach your goals. |
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Name: |
Tracey Lunniss BSc (Hons), MRICS, AAIQS |
Position: |
Quantity Surveyor (Rental Property Depreciation Expert)
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Qualification: |
Chartered Quantity Surveyor,
Member of the Royal Institute of Chartered Surveyors,
Associate Member of Australian Institute of Quantity Surveyors,
Bachelor of Science with Honours – Quantity Surveying |
Introduction: |
Welcome…..
I specialise in rental property depreciation schedules and can orgainise an inspection nearly anywhere in Australia.
I am a Chartered Quantity Surveyor with over 21 years experience within the Quantity Surveying Profession. My experience has been gained predominately via working for the major Quantity Surveying companies in the UK, Hong Kong, Malaysia, Thailand and Australia.
I am Evolution Accountants tax depreciation specialist and have been involved with the ATO reaching new rulings in regards to legislation. In addition, I undertake training sessions and seminars for Real Estate Agents, Developers and other professionals to help them understand about tax depreciation and investment properties.
In addition to my work history above I have extensive business knowledge and have a few successful business built from the ground up. I also am co-author of “The Path to Success”
Let me show you how easy it is to save thousands in Depreciation on your rental property.
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Name: |
Carol Salvadori |
Position: |
Senior Bookkeeper |
Qualification: |
Cert IV Financial Services (Accounting),
Member of the Associate of Accounting Technicians
MYOB professional partner – Bookkeeper
Diploma – Australian Council of independent Business Colleges |
Introduction: |
Welcome…..
I specialise in preparing financial and management reports and correctly accounting for business transactions, using a number of different accounting programs but specialising in MYOB and Banklink.
I have been helping clients to free up their valuable time for a number of years and can help you take the stress out of bookkeeping and BAS preparation.
I have dealt with businesses ranging from sole trader, mum and dad type business to complex company structures with inter-entity loans and lots of staff. I have hands on experience in running a small business as I have owned businesses involving hospitality and property development.
Let me show you how to organise your books to maximise your tax deductions, reduce your stress and allow you to get on top of the paper work.
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Name: |
Mark Osborne A.Fin |
Position: |
Financial Planner |
Qualification: |
Diploma of Financial Services (Financial Planning)
AFS Authorised Representative Number 331762 |
Introduction: |
Welcolme......
I help clients at all different stages of their life reach their fianancial goals, as all clients have different needs and risk tolerances I approach each differently. I take the time to get to know your needs. That’s the only way I can develop a fnancial plan that suites you.
Being independent, we are not limited to any one system or product. Instead, we have the flexibility to select financial strategies that are appropriate to you and take the time to ensure you are comfortable with our advice before starting your journey to better financial management.
I specialise in...
Superannuation & Retirement Planning including Self Managed Super Funds and Retail Super Funds.Transition to retirement strategies and planing for your retirement with a view to accessing the aged pension and the health care card.
Personal Life Insurance protect your family if the worst happens. While you may not be able to prevent something happening that threatens your financial situation, you can control how it impacts you and your family. Protect your loved ones and their financial future by guaranteeing an income and covering your debts.
Investment Planning I can help you understand your investment options and chart a successful path. Whether it’s property investment, positive or negative gearing, shares or creating welath through Self Managed Superannuation, we can help you identify what’s best for you.
We have helped a wide range of clients from all walks of life, let us offer you the same level of service and take the stress out of managing your financial plan. the old addige applies
If you FAIL to PLAN you PLAN to FAIL |
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Name: |
Veronica Cook |
Position: |
Finance Manager (Home Loans, Commercial loans, Business Loans, Car Loans, First Home Buyers Grant) |
Qualification: |
Cert IV Financial Services
Accredited Master Agent with Australian Finance Group (AFG)
Full Member of the Mortgage & Finance Association of Australia (MFAA)
Member of the Credit Ombudsman (COSL)
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Introduction: |
Welcolme......
I provide a specialised service, arranging finance facilities for and on behalf of the Evolution Accountants select clients.
I have over 23 years in the finance industry with a strong credit assessment background and have a finger on the pulse staying informed of the constant change in the market place.
I have access to hundreds of loans from 30 lenders and non bank lenders.
With so many loans on offer, it’s our priority to ensure that you are fully informed of
the options available, whilst seeking very competitive interest rates.
As part of the Evolution Team, we work closely to achieve a holistic approach integrating tax planning, claimable deductions and loan structuring to best suit your needs.Whether it be in creating wealth, growing a property portfolio or building your business.
I look forward to our first introduction, in the hope that we can help you reach your financial goals.
Whether your refinancing or looking to purchase... Call us before it happens and be informed!
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