FORTIS ACCOUNTING PARTNERS - Key Persons
Abigail came to Sydney with a dream to work in a successful art her own successful accounting practice and she realized her dream with Fortis Accounting Partners. As a junior accountant in the Fortis team, Abigail has a strong passion for helping small business owners and individuals to manage and grow their financial well-being and provide them with professionalism, responsiveness, and peace of mind.
Abigail holds a Master's degree in Professional Accounting from University of Technology Sydney. Due to her great interest in the accounting area, Abigail first started working in the field of public practice while still earning her degree. She believes that arriving early to something can help a person seize an opportunity that they might otherwise miss out on. She is always very patient, kind and willing to learn more. However, with her strong working ability and being a fast learner, she is reliable.
In her spare time, Abigail likes artistic drawing, playing tennis and cycling. Abigail is also very keen to explore more sports and life experience.
Job Titles:
- Client Administration Manager
Bernadette is the friendly face who warmly greets our clients as they enter our office.
As someone who is inspired by smiles and the cause of many herself, Bernadette ensures she is always spreading the joy around to everyone. With her vibrant and friendly personality, she exudes positivity and fosters a caring environment within the team.
Bernadette has gained valuable experience across a wide range of industries, including Coal & Resources Marketing & Husbandry, Building & Construction Marketing as well as Industrial & Commercial Insurance Broking. This allows her to actively contribute and offer her wealth of knowledge to everyone.
Aside from her confidence, computer and organisation skills, Bernadette is known to throw some of the best events to bring the fun factor to all the Fortis gatherings! She is perfectly suited to her role where she can build personal connections and ensure people feel comfortable and well-cared for.
Most important, Bernadette is dedicated to continually improving - and with her determination to get things right every time, she's always learning.
Green is a recent recruit to the Fortis Accounting Partners team as an Intermediate Accountant.
She came to Sydney to complete her Master's Degree in Professional Accounting and brings three years' experience to the Fortis team. She brings a wealth of knowledge from her background in hospitality management and has been a bookkeeper in various internal and external capacities. She has a particularly keen interest in taxation and its implications. With a strong work ethic and eagerness to learn, she works tirelessly to find creative solutions. Always with a smile and positive attitude, Green is hyper-focused on getting great results for her clients.
When not in the office, Green is likely to be found reading on a beach or spending weekends away exploring new cities and regions.
Henry is a partner at Fortis and a strong leader when it comes to making decisions around strategic direction and adapting to changes in the industry.
Driven by his motivation to provide the best advice and the highest standards of value to both clients and their businesses, Henry is dedicated to aligning our progress with client success and striving for continuous improvement.
Henry appreciates the evolving nature of the business and financial environments. As a result, he embraces new systems and processes to help our team successfully adjust to new working conditions. His ability to learn quickly and perform in-depth research has allowed Fortis to continually innovate in an ever-changing marketplace.
Henry holds a Masters Degree in Accounting & Taxation and is a qualified Chartered Accountant. He has gained extensive experience with the Australian Taxation Office (ATO) and working together with some of the largest mid-tiered chartered accounting firms in the country. Inspired to provide value to clients from all walks of life, Henry is committed to finding the best solutions, growing Fortis and expanding his knowledge set.
John is a Financial Planner who understands the important role he plays in helping clients make smart decisions today to achieve their life goals through wealth creation tomorrow.
With over 20 years of experience in Financial Markets Management across a variety of market states and cycles, John has gained a thorough knowledgebase and hands-on set of skills that allow him to build effective financial plans for clients. John is especially passionate about listening to each client's personal goals and tailoring a bespoke plan around their specific needs.
John holds a Diploma in Financial Services (Financial Planning), Finance (Mortgage Broking) and a Bachelor of Business. But these are not the only things he has under his belt - John is also a published author of a crime thriller novel which he considers to be his great accomplishment. So, when he's not writing financial plan solutions, he's solving crime through his love for fiction.
As a person who loves learning and is passionate about good numbers, John is unconditionally committed to what he does - and that is achieving his goal of servicing businesses in all of their tax compliance and taxation advice, helping people understand how the tax system works and celebrating the difference Fortis makes every day together with the team. No one adds that perfect blend of human understanding to the accounting practice better than John does.
John is a Fellow of the Institute of Chartered Accountants, a Bachelor of Commerce in Accounting and Finance graduate, a Certified Financial Planner and a Justice of the Peace.
Building Fortis Accounting Partners from scratch, overcoming all the difficulties and nurturing an excellent team of passionate individuals are all achievements that John is particularly proud of. He is inspired by the clients that the firm has helped with our bespoke service and knowing that the team is learning something new every day.
With his love for his family and local community, John is dedicated to imparting guidance and support to both his clients and team members. Doing this every day drives him to become better and helps pave the way to the growth of the firm.
Johnny is that team member who is always happy and willing to assist both clients and colleagues with a smile. He is an excellent team player who is extraordinarily patient, proactive and can adapt to new technology quickly - all of which are important attributes in our industry today.
He is a graduate with a Masters of Business and has significant experience in tax returns, financial guidance and providing general tax advice. Johnny is keen to share this wealth of knowledge with our clients which supports their growth, protects their finances and maximises their wealth.
We are very proud of Johnny as he was shortlisted for the 2019 Accountants Daily "30 Under 30 Awards for Tech Innovator of the Year" after helping Fortis with an entire system transition to more modern digital platforms. This was quite the business transformation and it was an honour for him to be recognised for the innovative work he did during this phase.
The world's continuous evolution encourages Johnny to keep ahead of the game and always remain at the forefront with the latest knowledge and best practices to help the firm and our clients. Johnny's solid work ethic combined with his polite and positive attitude is what's leading him on a journey to even greater things in finance.
Johnny loves to travel and explore different cultures and trying new foods from around the world. He is looking forward to when he can book his next adventure.
Nicole is our Assistant Manager, specialising in the numbers behind businesses, profitability, revenue and taxation.
We always know when Nicole is in the room, because everything becomes brighter and everyone instantly feels happier. Nicole has been a valuable part of Fortis over the years and has brought with her so much positivity, not only to her colleagues but also to clients as well. We love this about her as accounting can be quite a serious practice and Nicole's personality is a welcome balance.
Being an excellent communicator and incredibly dedicated to learning new things, Nicole speaks several different languages. She is also a Member of CPA Australia, and holds both a Masters of Commerce in Accounting & Finance and a Bachelor of Commerce in Accounting.
Nicole has over 12 years of accounting experience working within internal auditing, business services and tax firms, and has a real appreciation for customer service from her years in the retail & hotel industries. Since joining Fortis, she has collaborated alongside many different kinds of people and organisations, all of whom inspire her to offer highly bespoke services to reach profitable outcomes for every client.
Nicole is passionate about getting outdoors to enjoy the beach, golf, various snow sports and travelling, as well as embracing her artistic side with drawing, photography and music.
Job Titles:
- Accountant
- Business Services Accountant
Rachel is an experienced Accountant, specialising in the client matters directly effecting their tax outcomes.
Rachel graduated from Macquarie University with a Bachelor of Professional Accounting in 2012 and has developed her core strengths in accounting with numerous roles since that time including as taxation accountant at Chartered Accounting firms.
Rachel also has gained great customer service skills from her years in retail industries. She is honest, reliable with a strong ethic and attention to detail. Rachel is always willing to learn from her peers, her clients and her owns experiences and is passionate about enhancing her knowledge.
Job Titles:
- Manager
- Member of CPA Australia
Rehman is our energetic Manager who is always motivated and focussed on helping clients reach their full potential through optimal planning, forward-thinking and strategic implementation.
With his supportive, dedicated and encouraging nature, combined with an ability think outside of the box, Rehman finds a solution to any problem - which is perfect as Fortis is all about getting results for our clients, no matter what the circumstance.
Rehman is a full member of CPA Australia and has a Masters of Accounting with over 6 years of experience in tax advisory and business services. Because of this, Rehman has developed a deep understanding of financial and taxation modelling, allowing him to assist clients with forecasts, budgets and scenario analysis. This makes him invaluable as, with Rehman by your side, you can always make well-informed decisions.
Inspired by the great opportunities to learn and the value he can contribute to every client's portfolio, business or individual wealth, Rehman leverages technology, innovation and aptitude for number-crunching to always deliver excellence.
Rehman is an avid traveller, speaks four languages and has lived in three different countries. When you can find him in one place, he us usually filling his weekends playing cricket.
Yu is a dynamic accountant who benefits from experience both in public practice and financial services. With his early year career in a large financial institution, Yu takes great pride in being able to see beyond the numbers and provide meaningful insights to support decision making. With over 5 years of experience in business services, corporate advisory and tax advisory, Yu understands deeply the role a trusted advisor can play for small to medium businesses and ordinary people's life.
Yu has helped a broad range of clients who conduct businesses across a range of industries with local, national and international focus.
Yu is a full member of the Institute of Chartered Accountants, Bachelor of Science in Mathematics, Master of Commerce in Accounting and Business Law graduate.