Wealthmall 财慧是一家集会计,税务,理财于一体的事务所。
我们的宗旨: 置客户利于于首位, 急客户之急,解客户之难
我们的优势:
精深的专业知识
广博的业务经验
兢兢业业的服务态度
我们专注于客户的:
• 正确的财务报表
• 适合的商业结构
• 有效的税务计划
• 可行的财富累积规划
我们的客户:
• 企业经营者(合伙人/公司等)
• 投资者(个人/家庭信托等)
• 自营养老金持有者
创始人: Lina Browne
税务代理师- TPB
会计本科 – CQU
税务和理财硕士 – UNSW
理财学位证书 – Kaplan
特许注册会计师 – CA
特许税务顾问师 – CTA
自营养老金专家 – CA SMSF Specialist
自营养老金审计师 – ASIC
注册有限理财代理师 – ASIC
We are a boutique accounting, taxation and financial services practice.
Our mission: to prioritise our clients’ best interests.
Our strengths:
• Comprehensive knowledge
• Rich experience
• Dedicated attitude
We focus on clients:
• Assisting them in providing accurate financials
• Setting up or restructuring suitable business structures
• Planning efficient tax strategies
• Helping with approachable long-term wealth accumulation
Our customers:
• Business owners (sole traders, partnerships, companies etc)
• Investors (individuals, family trusts, etc)
• SMSFs and other wealth creation entities
Director - Lina Browne:
• Tax Agent
• Bachelor of Accounting – CQU
• Master of Taxation and Financial Planning – UNSW
• Diploma of Financial Planning – Kaplan
• Chartered Accountant
• Chartered Tax Adviser
• CA SMSF Specialist
• SMSF Auditor
• Limited AFSL
免费解答会员疑问;免费检测商业结构是否合理;免费检测税务计划是否有效
10%费用减免较之于会员上前年度的会计事务费用