Tony Cordner - Director

Tony has over 28 years experience in private practice in the areas of business services, taxation, superannuation and audit. He has worked in commerce as a business operator and owner, and understands the needs of small business.

Tony is able to advise in relation to business establishment and operations including all associated taxation issues.

Tony has extensive experience with Self Managed Superannuation Funds and can advise in all areas of operations and compliance.

Academic Qualifications

• Fellow of CPA Australia
• Registered Tax Agent
• Registered Company Auditor

Skills

• Specialist in small to medium enterprise business services and taxation (including GST)
• Business and strategic planning
• Business appraisals
• Business coaching
• Self Managed Superannuation Funds

Troy Theobald - Financial Planner

Troy is a certified financial planner through the Financial Planning Association. He has a background in accounting and business services and was employed in public practice for 4 years before choosing to become a financial planner. He has been a financial planner for 8 years.

Troy is an accredited Mortgage Introducer and is able to handle all business and personal lending requirements. He can arrange home loans, business loans and leasing.

Academic Qualifications

• Bachelor of Business majoring in Accounting, Banking and Finance
• Diploma in Financial Planning
• Professional Qualifications/Appointments
• Certified Financial Planner
• Authorised Representative of Professional Investment Services Pty Ltd
• Qualified under MIAA Consumer Credit Code

Skills

• Specialises in financial and investment advice
• Areas of expertise include superannuation and retirement planning, pension and taxation planning, life insurance and income protection insurance, self managed superannuation Third party mortgage origination and home loan reduction strategies

Leslie Cordner - Administration Manager

Leslie has been responsible for the administration function of the practice for a period of more than 10 years. She has extensive bookkeeping experience, and is familiar with all areas of taxation including the complex lodgment requirements of the Australian Taxation Office. Leslie maintains the company registers on behalf of clients and attends to all ASIC lodgment and reporting requirements.

Skills

• Considerable bookkeeping skills including the operation of trust accounts
• Lodgment of all forms and taxation returns including income tax, fringe benefits tax, goods and services tax
• Maintenance of company registers
• Client liaison and maintenance, including advising on many areas of business administration and operations