Fellow CPA, BAcc
Gerry has worked in the taxation & accounting industry for over 25 years where he has gained extensive experience in large & small business advisory. Gerry is also committed in ensuring that all his clients whether being a small ‘Mum & Dad’ tax return to a large company are treated with equal amounts of respect & time.
He is committed to helping business grow, and he finds great satisfaction in helping businesses starting out for the first time & mentoring them to ensure they are success in the future. Gerry understands that the journey a business takes should not be a lonely one, it must involve an advisor who is there for all the journey advising them on any potential pitfalls & potential opportunities. He believes in the importance of giving back to the community that is why over the years he has given his time in sitting on various committees who provide aged care programs as well local sporting clubs. These experiences on these committees also helps him in his practice when dealing with various non-profit organisations.
Mario has more than 35 years’ experience in the financial services industry and is a practicing accountant, financial adviser and property consultant. He has a Master’s Degree in Business and qualifications in Accounting, Taxation, Financial Planning and Property, and is also a qualified trainer and facilitator. Mario has been a Director/Partner of a national accounting and financial planning firm during the course of his working life. He has also managed numerous businesses during this time. For the last 5 years Mario has focused on helping clients to gain an understanding of the wealth creation process and is an affiliated professional providing services. Mario strives to establish working relationships with all his clients, assisting them with strategies and practical financial solutions to achieve their goals and objectives both now and in retirement. Mario is a member of numerous professional associations.
MBA, FIPA, CTA
Our offices are conveniently located in the city fringe at 266-268 Payneham Road, Payneham SA 5070.