FWO CHARTERED ACCOUNTANTS - Key Persons
Arpit has acquired a strong background in taxation and business services and is currently pursuing his Chartered Accountancy. He is passionate about adding a human element to accounting and believes that ‘every number tells a story'. This philosophy helps him fully immerse in your business and spot any warning signs early on. Owing to his strong analytical skills and empathy he ensures that all the work is completed with the highest standard meaning you preserve your mental peace and take more of your hard-earned dollars home to your family.
With over 25 years' experience, Christina has a versatile skill set in office management and marketing, working in a variety of industries. Christina is accountable for the efficient and effective design and delivery of all operational services, including administration, marketing, HR, IT for the business. She understands the demands of a busy office and understands the importance of enduring client relations.
Job Titles:
- Chartered Accountant
- Client Manager, BCom, MIntEcon & F, CA
Connie is a Chartered Accountant with extensive experience in accounting, taxation, and financial reporting. At FWO, she looks after a variety of small to medium-sized business clients, in particular clients in the professional services industry, such as legal services and engineering consulting services. Connie works closely with her clients to ensure their financial records are accurate and up to date, as well as helping clients better understand their financial results.
Daniel began his accounting career in 2020, capitalising on his background in the banking and finance industry. Prior to joining FWO, he worked for an investment bank in Asia for 13 years. Daniel has honed his skills by working on a variety of different business advisory and tax clients. He has a high level of commitment to clients and provides a dedicated service to assist businesses to navigate and understand various compliance and taxation issues.
Job Titles:
- SMSF & Financial Services Manager
Since 2012 I have worked exclusively with SMSFs in both compliance and wealth building capacities. I hold an Honours Degree in Accounting and an Advanced Diploma of Financial Planning. My membership of the CAANZ and the SMSF Association ensures that I keep abreast of the latest SMSF compliance requirements and wealth building strategies. I strive daily to learn and improve my skills to help our clients build and retain wealth for retirement. In my spare time I follow Formula 1 Grand Prix.
Job Titles:
- Management Accountant, BBus, Grad Cert in Business
Karen has transitioned from her Accountant role to managing the company's day to day internal accounting processes and our Finance Outsource Package clients whilst delivering exceptional customer service. She has wide-ranging experience preparing financials and income tax returns for law firms, family groups and small businesses. She possesses a thorough understanding of her clients' compliance and taxation requirements. She is also skilled in bookkeeping and adept in the use of Xero Accounting Software.
Job Titles:
- Director, BBus ( Acc ), Dip Fin Serv
- Lawyer 's Accountant
Matt is the Founding Director of FWO Chartered Accountants and the creator of the Financially Well Organised philosophy. Specialising in working with professional service firm clients, including law firms for over 25 years, Matt has a unique understanding of the needs of professionals and the fact that they are time poor. This has led Matt to develop an approach that is personal, targeted towards achieving outcomes, and contextual in terms of your Financially Well Organised strategy.
Matthew is a fully qualified Chartered Accountant with a strong background in taxation and business services. As a Client Manager, he is dedicated to building strong relationships with clients and assisting them with their business and personal goals. Above all, he seeks to provide clarity to complex financial and taxation issues and guide clients to "make sense of the numbers".
Job Titles:
- Certified Public Accountant
- Senior Accountant
Sue is a Certified Public Accountant (CPA) with comprehensive experience in taxation and business services. She plays an integral role in ensuring that all relevant financial aspects and tax compliance requirements are completed to a high standard and on time. Sue prides herself on her advanced analytical skills, keen attention to detail, and ability to work both independently and collaboratively. Sue is dedicated to maintaining strong technical accounting knowledge and providing excellent client care.
Job Titles:
- Client Service Co - Ordinator
With over 9 years of experience in customer service, Tayla is passionate about creating value for clients and providing exceptional support. Tayla is currently pursuing a degree in Accountancy with a minor in Finance, with her desire to become an Accountant in the very near future. During her spare time, Tayla enjoys yoga and love experimenting with gluten-free recipes in the kitchen.