Baner

Client focused on your objectives

ban3

Open, Honest Communication & Transparent Fees

ban4

Long Term Solutions across all stages of your life

ban1

Experienced guide through the financial maze.

Our Philosophy

Holistic Financial Partnership

Confidence

We are experienced in accounting and financial planning, so we can understand the big picture and work with you to find a solution that really meets your overall objectives. Conveniently combining both professions in one organisation, we can help you achieve your dreams and increase your prosperity.

Reassurance and Reliability

When your circumstance change or when economic times are volatile, Accountree can provide you with the reassurance you need. We offer support and expertise to assist you in positively managing your financial position across all stages of your life, truly adding value – whether you’re in business, in debt, retirement or somewhere in between – we can help.

Control

Accountree can ensure your compliance obligations are met, your tax position is the best it can be and you have a robust plan for financial success. This should reduce your financial stress and free up your time to spend on the things you enjoy.

Clarity

Our advice and communication with you will be clear and friendly, cutting through the financial jargon.

We are not subject to sales targets and can recommend financial products across the industry that are appropriate to your objectives.
We are Client First Focused.

Our Expertise

Financial Planning and Lending

  • Investments
  • Superannuation
  • Insurance
  • Lending and debt consolidation
  • Estate Planning
  • Aged Care Planning
  • Business and Family Succession Planning
  • Cashflow and Budgeting

Tax

  • Company
  • Individual
  • Trusts
  • BAS
  • SMSF
  • Tax planning and advice
  • Structures (Trusts, SMSFs, Companies, etc)
  • Investment Property Advice

Accounting

  • Annual Reporting
  • Strategic Planning, Business Development and Advice
  • Bookkeeping
  • Financial control
  • SMSF Accounting
  • Associated Incorporations Audit
  • Implementing accounting systems, processes and procedures

Our Values

Integrity, client first focused, honesty and empathy

Professionalism and collaboration

Expertise and innovation

Our Team

cath

Catherine Jenkins

Financial Planner & Accountant
CPA, DFP (CPA), BCom

accountant-mount waverley-Joan

Joan Ducza

CPA, Chartered Tax Adviser, Registered Tax & ASIC Agent

Diane Photo

Diane Leith

Registered Tax Agent
CPA, SMSF Accounting Specialist

Tony

Tony Bartel

Solicitor

len

Len Phillips

Registered Tax Agent

FCPA CA ARMIT FCIS

accountant-mount waverley

Heather Clowes 

MFAA Credit Adviser-Dip FS (FMBM)

Home Loan Specialist

Testimonials