Phone
(02) 9409 8000
Email
info@elevationadvisory.com.au
Address
Suite 1 Level 2, 34 Burton Street Kirribilli NSW 2061
MANAGING DIRECTOR
David is the principal at Elevation Accountants and Advisors and is a Certified Practising Accountant with over 20 years business advisory experience servicing small to medium sized private businesses and high net worth individuals. He is responsible for the leadership and client management at Elevation. David has significant experience in assisting businesses develop through the stages of start-up through to maturity. Acting as both an advisor and business partner, he takes an active role in understanding businesses, assisting in their development and advising on internal financial operations, management reporting, taxation and statutory reporting.
He understands that clients need the support of a strategic advisor who can bring together the various technical capabilities in professional accounting, tax and other advisory as well as the necessary business instinct that comes with the experience of dealing with a broad range of client issues.
QUALIFICATIONS:
MANAGER - TAX & ADVISORY
Nigel has worked in the Commercial sector with a mix of Accounting & Finance experience before joining the Elevation Tax and Advisory team. He has a passion for providing outstanding Accounting, Taxation and Advisory services to our private and business clients with a key focus in Tax Planning, Financial statements review and preparations, Management Accounting and Financial Analysis. Nigel cherishes being a trusted Business Advisor, and enjoys helping clients achieve their short and long term goals and objectives.
“Relationships are the most important part of our business. Being part of your journey by having an in-depth understanding of where you are now and where you’re headed means we’re all on the same page."
QUALIFICATIONS:
MANAGER - TAX & ADVISORY
Anastasia’s clients have come from a variety of industries and include high net wealth individuals, through to medium size businesses.
Anastasia provides tax and business advice for her varied client base with a key focus on Individual and company Tax Planning, including advice on Capital Gains Tax, GST, FBT, Payroll tax and a myriad of other tax issues. She has a passion for really understanding clients needs which includes gaining an appreciation of what drives them, whether it be assisting a new business start- up, established small business or a private individual client so she can assist them with implementing strategies to reach their goals. She manages financial statement preparation, Monthly and Quarterly Management account preparations and financial analysis.
Anastasia has completed a Bachelor of Commerce (Accounting) at Macquarie University and is a Certified Practising Accountant (CPA).
QUALIFICATIONS:
MANAGER - SUPERANNUATION & TECHNICAL SERVICES
Faisal heads up our Superannuation and Technical Advice area and is a specialist in the area of self-managed superannuation accounting, taxation and compliance.
The SMSF space is a complex, regularly changing area, requiring a lot of expertise. He assists clients and Trustees with a complete in house SMSF administration service ensuring compliance with their Super funds are kept up to date. Faisal also specialises in strategic planning for our clients and supports the Elevation team with technical advice on complex tax and other matters. Faisal can work closely with your legal advisors to develop a plan to protect your assets, minimise tax and ensure efficient transfer of your estate to your beneficiaries.
QUALIFICATIONS:
SENIOR BOOKKEEPER
Jane manages the firms bookkeeping services and has over 20 years experience working on a variety of clients affairs.
Whether you want specialist assistance with setting up your new business, transferring existing accounting software to the cloud, managing and processing payroll, superannuation and other obligations or just general bookkeeping services, Jane can assist. In addition, Jane prepares all Business Activity Statements for our clients. Jane has extensive experience in MYOB, QuickBooks and Xero accounting packages, that are all cloud-based platforms.
QUALIFICATIONS:
SENIOR BOOKKEEPER
Kylie assists in managing the firms bookkeeping services and works on a variety of client affairs across a number of industries.
Kylie is dedicated to helping business owners with their financial reporting needs, including managing and processing payroll, superannuation, preparing Business Activity Statements, and other general bookkeeping services. She prides herself on her methodical and accurate delivery of her work and strives to provide the best client service while doing so.
Kylie has extensive experience in MYOB and Xero accounting packages.
QUALIFICATIONS:
MANAGER - LEGAL & OPERATIONS
Victoria is responsible for all legal, operational and compliance related matters. She is the glue that brings the team together. She has a passion in delivering high quality personal customer service, care and maintaining the promotion of the firm’s core values (Accountability, Care & Integrity). She also assists with the strategic planning for our clients and supports the Elevation team with technical advice on complex tax and other matters.
QUALIFICATIONS:
ACCOUNTANT
Zac assists the senior accountants with the preparation of financial statements and processing of tax returns. Zac also assists with the preparation and compliance of financial statements for all our Self-Managed Superannuation Fund clients and other work as required.
Zac is highly motivated and detail orientated which allows all tasks to be completed to a high standard and offer quality support to the team.
QUALIFICATIONS: