Principal – FCPA
Steve completed his secondary schooling in 1993 at Mullauna College and went to work for BHP. Steve completed his Bachelor of Business at Victoria University in 1999 and went on to completed his CPA studies and is now a Fellow CPA. Further to this he gained his public practice certificate, tax practice licence and his diploma of Financial Planning at Monarch. We have and do continually to update our qualifications to keep us at the cutting edge.
Steve initially trained as a company accountant for a division of Exon Mobile in 2000 and moved into contract rolls with Mayne Health and Carter Holt Harvey until 2004. Steve gained experience with superannuation with Avanteos and ANZ.
In 2008 he moved to Queensland to start work in public practice where he joined the BJ Grace team in Brisbane until 2012 where he has transitioned to run his business on a full-time basis on the Gold Coast.
Whilst in these roles, Steve has gained valuable experience advising hundreds of clients on a wide variety of issues. Steve’s practice has been servicing clients since 2009 so he can relate with his personal experience to his small business clients while offering large business solutions to a variety of problems.
Andrea completed her Bachelor of commerce in 2008 and went on to complete a post graduate study in Finance and accounting for sustainability. Andrea completed her CPA studies in 2012 and has gone onto complete a diploma in financial planning at Monarch. We have and do continually to update our qualifications to keep us at the cutting edge.
Andrea gained a wealth of small and large business experience with Australian and international companies in Brisbane and the Gold Coast. Andrea has also run her own business for many years so personally understands the joy/challenges that come with this. Andrea having been on the other side of the fence and can personally relate to our small business clients which makes her a valuable resource to any-one in small business.
Andrea is a valuable part of our team with trusted advising derived from her wealth of experience.
I’m a mum of six and “ma-ma” to one. I moved to this piece of paradise on earth 10 years ago from “sunny” Victoria and fell in love with the atmosphere and lifestyle the Gold Coast offers.
I love to have a chat and a laugh (and maybe a little wine but I’ll settle for coffee at work!) so working in this client focused industry is ideal.
My life has given me years of experience maintaining records, timetables and budgeting, not to mention being a multi-tasker extraordinaire! I was arts oriented most of my life but have discovered a real enjoyment for bookkeeping and a passion for being mentored in all things business and financial by Steve. Over the last 4 years I have been involved with business building and rehabilitation and I enjoy working closely with our current clients.