Director, B Bus (Acc) Dip Fin Serv FCA
Matt is the Founding Director of FWO Chartered Accountants and the creator of our Financially Well Organised philosophy. Specialising in working with professional service firm clients, including legal 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 lead Matt to develop an approach that is personal, targeted towards achieving outcomes, and contextual in terms of your Financially Well Organised strategy.
Director, BCom CA MBA
Jason works with high net worth individuals across a diverse range of businesses both within Australia and globally. He works closely with his clients to assist them with their numerous business and family needs including business advisory, corporate advisory, management consulting, estate planning, risk protection, and taxation to name a few. Jason strives to be his clients key business advisor, assisting them to achieve their goals and aspirations, from start-up phase through to succession planning and capital raisings.
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 and bookkeeping for the business. She understands the demands of a busy office and understands the importance of enduring client relations.
Senior Accountant, BBus; CPA
Kaylee is passionate about working with our clients and supporting them through their taxation and financial needs, specialising in Self- Managed Super Funds (SMSFs). Her wealth of experience in this area, enables her to provide advice to our clients, so that they understand any regulatory changes which may arise, their roles, duties, and administration of their funds. Kaylee is responsible for the taxation, accounting and compliance requirements of various client base and SMSFs.
Senior Accountant, B Com Fin Acc, CPA
With over 9 years’ experience, Iffat brings a wealth of knowledge to the team at FWO Chartered Accountants. Iffat prides herself on providing the best service for the clients and ensuring that all individual and business needs are delivered to the highest quality and standards.
Client Manager, BCom/BArts, CA
Karen enjoys building positive relationships and working closely with her clients, with a proactive approach. She is passionate about providing solid advice on how clients can achieve their goals, making a lasting difference in their financial objectives. Karen believes one should never stop learning. Karen consistently aims to stay up to date with the changing trends in different industries, especially relating to technology. Karen’s experience spans over 15 years in the areas of business advisory, business planning, tax minimisation, and financial strategies.
Senior Accountant, BBus, CA
Ross has over 13 years experience in business and taxation services throughout country and metropolitan Australia. Ross derives great satisfaction from researching complex problems, applying lateral thinking and then using his negotiating skill to achieve desired outcomes for his valued clients with respect to both their corporate and personal finances. He has a genuine enthusiasm for learning, which allows him to stay current in the industry.
Accountant, B.Bus, G.Cert in Business
Karen has over 6 years’ experience working in accounting practices. Karen has a sound understanding of the compliance and taxation needs for clients. Karen is a proactive member of the team. She is passionate about her work and enjoys the challenges of accounting and taxation. Whilst working in taxation, Karen is also proficient in bookkeeping and using Xero Accounting Software.
Sue is a CPA qualified accountant with 5 years of experience in tax and business services. She plays an integral part within the team to assist with work flow, as well as ensuring all relevant financial aspects and tax compliance requirements are completed in a high standard and timely manner. Sue prides herself in her advanced analytical skills, with strong attention to detail and ability to prioritise tasks. Sue is committed to maintaining strong technical accounting knowledge and providing a high level of care, to deliver above expectations.
Rachel is a CPA qualified accountant with over 5 years experience in accounting. She is goal-focused with a history of innovation and achievement. Throughout her career, she has established a reputation as a transformational team player driven by challenge, undeterred by obstacles, and committed to furthering standards of excellence. From a tax perspective, she is responsible for preparing company tax returns, individual tax returns, as well as compiling other statutory returns such as BAS, GST and PAYG and providing financial and statutory reporting requirements.
Client Services Administrator, B.Bus
Tracy has over 3 years working within accounting practices, along with over 8 years of administration experience. Tracy has recently completed her bachelor of business degree and is currently in the midst of completing her graduate diploma in Accounting with the aim of becoming an accountant in the near future. In the meantime, Tracy‘s focus is to provide great customer service to our clients and supporting the FWO team.
Client Services Administrator, JP (Qual)
Working in accounting firms on the Gold Coast for over 17 years, Zoe has experience in all aspects of accounting & taxation administration, assisting with the handling of company/structure incorporations, taxation registrations & lodgement management, specializing in the administration of Self-Managed Super Funds. Zoe is also a Justice of the Peace.
Connect with Zoe to find out more.
As a highly experienced accounting professional, Rubina is responsible for managing the company’s day to day internal accounting processes, whilst delivering exceptional customer service to our clients.
Connect with Rubina to find out more.
Marketing Specialist, BBus (Marketing), JP (Qual)
Shaun is a dedicated marketing professional with extensive experience working in professional services, including law firms. He brings special skills in digital marketing and communications, as well as highly developed design and visual communication skills to the FWO team. Shaun is known as the “go-to” person for problem solving and project managing innovative marketing solutions.