Team

Sudarshan Gupta

FIPA, B.Com, FCA (I), Dip. FP, Dip.FS(Mortgages)

Shan is a qualified accountant Chartered Accountant since 1976. He is also a financial planner, mortgage broker and a self-managed superfund auditor. He is in public practice and has a rare distinction of practicing accountancy in three continents…. Asia, Africa, and Australia. Shan is the author of two books (400 Pp) – published in 1995 and 1998 – and several articles on the GST Law. He has also represented The Institute of Public Accountants (IPA) to the Australian Taxation Office for several years in their working groups. Currently he is a convenor of the IPA’s Waverley Discussion Group and a member of the Divisional Advisory Committee.

Shweta Gupta

CPA, FIPA, B.Com, Dip.FP, Dip.FS(Mortgages)

Shweta is a member of CPA Australia and a fellow of the Institute of Professional Accountants (IPA). She holds a Bachelor’s degree in Commerce and Diploma of Financial Planning. With over 16 years of experience in financial planning, mortgage broking and accounting, Shweta is well placed to assist clients with all their financial planning and home loan needs.

Kiran Gupta

B.Com

Kiran is an accounting and a tax consultant. She has several years of experience in this field.

Allen Organista
Accounting and Taxation

Bachelor of Business (Accounting)

William Mathew
Financial Planning

Master of Commerce , Bachelor of Commerce

Rekha Ashok
Accounting, Auditing and Taxation

Chartered Accountant, Master of Commerce, Bachelor Of Commerce

Kushani Ranmuthuge
Loans and Financial Planning

Master of Business Administration (Finance) , Bachelor of Commerce ,  ACMA/CGMA , CPA (Associate)

Pratham Chopra
Financial Planning

Master of Banking and Finance , Bachelor of Commerce,

Max Bird
Accounting and Taxation

Bachelor of Commerce (Accounting)

Yinuo (Kylie) Li
Loans

Bachelor of Commerce , Certificate IV in Finance and Mortgage Broking

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