RICHARDS - Key Persons
Concentrating on self-managed super fund returns, Aline has been in professional practice since 1980. Tax planning, MYOB, business structuring and business services are also Aline's areas of expertise.
Job Titles:
- Accountant
- Practice Manager
Belinda joined the team in 2018 and is our Practice Manager. She stepped into the role after working hands on in tax preparation so she understands the needs of our clients..
Belinda joined the team in 2018 and focuses her talents on the preparation of tax returns for individuals, especially with rental properties and complex share portfolios. She is currently studying Advanced Tax to build her technical knowledge.
Hayati brings over eight years of accounting experience to her role at Richards, enjoying the client interaction with Blue Mountains locals since moving from a city-based firm. Hayati holds an Advanced Diploma of Accounting and is currently working towards the completion of a Bachelor of Accounting. She works extensively with clients transitioning to cloud-based software such as QuickBooks Online, assisting small businesses with streamlining their bookkeeping needs and focusing on the preparation of financial statements and tax returns for sole traders, companies and trusts.
John has been involved in public practice as an accountant since 1982 and as a financial planner since 1998. He holds a Bachelor of Business and a Diploma in Financial Planning. His current specialisations include financial planning, income tax, capital gains tax, GST, FBT, accounting and company secretarial matters.
John is an Authorised Representative of The SMSF Expert Pty Ltd (Authorised Rep No. 234903) and can give high quality strategic advise on self-managed superannuation funds.
Karen holds a Bachelor of Accounting and has a Diploma in Financial Planning. She recently returned to resume her role specializing in small business tax returns and accounts for Richards.
Job Titles:
- Partner
- Member of the Institute of Chartered Accountants
Rebecca is a member of the Institute of Chartered Accountants (CA), a fellow of the Institute of Public Accountants (FIPA), an associate member of the Self Managed Super Fund Association a registered tax agent and an SMSF auditor. Rebecca is an authorised representative of The SMSF Expert Pty Ltd (Authorised Rep No. 465076) providing high quality strategic advice on self-managed superannuation funds. She has over 20 years' experience working in public practice and has worked with hundreds of small and medium-sized businesses.
Rebecca has the following qualifications and memberships:
Member of the Institute of Chartered Accountants Australia New Zealand (CA)
Fellow of the Institute of Public Accountants (FIPA)
Fellow of the Institute of Financial Accountants (FFA)
Bachelor of Business (Accounting)
Self Managed Superannuation Fund Auditor
Member of the SMSF Auditor's Association
RG 146 (financial planning)
Registered Tax Agent
She specialises in complex tax matters, business structuring, SMSFs and strategic advice.
Susan was previously at H&R Block so we were very fortunate when she became part of our team in early 2019. Susan is an A-grade tax specialist, with the capacity to answer any complex tax questions you may have.
Suzanne joined Richards Financial Services after having been a part of Nationwide Accounting for many years and is currently completing her Advanced Diploma in Accounting. Her expertise includes taxation for sole traders as well as for investors in real estate and shares. Suzanne is a Registered BAS Agent.