WEALTH CREATION PLANNING - Key Persons
Job Titles:
- Snr Accountant - Registered Tax Agent
Carol is well known in the area with over 20yrs experience here at Wealth Creation
For the past 6 year she has entered the Annual Ride for Cancer Bike event in support of Brain Cancer research after the passing of her dearly loved husband.
Carol is often referred to as the "elephant lady' with an extensive collection in her office.
She loves going to the gym, travelling and spending time with her children and growing number of grandchildren
David has 15 years' experience as a Banker and Financial Planner. He holds BA and ADFP qualifications as well as being a member of FPA with a commitment to upholding high standards of compliance and ethics throughout his career.
Laurinda is a Chartered accountant with 13 years experience advising all business types and across numerous different industries.
She loves helping clients with book-keeping packages and business advice, to more complex matters like tax strategies, process efficiencies, cash-flow management etc.
She specialises in companies and trust, but love helping sole traders and partnerships too. Her strength lies in building relationships and listening to her clients needs.
Sheena has been in the tax and accounting industry since 2004. She is an entrepreneur and has a business background in investment properties/business opportunities.
Sheena is an experienced XERO Advisor who can tailor bookkeeping packages through XERO for any business size and structure. Ask her about this in your next appointment, or email her if you would like to get a quote.