Team




Sudarshan Gupta


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


Shan is a qualified 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 practiced 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. 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 tax consultant. She has several years of experience in this field.




Taxation and Accounting





Allen Organista


Bachelor of Business (Accounting)




Rekha Ashok


Chartered Accountant, Master of Commerce, Bachelor of Commerce





Max Bird


Bachelor of Commerce (Accounting)




Financial Planning





William Mathew


Master of Commerce, Bachelor of Commerce




Pratham Chopra


Master of Banking and Finance, Bachelor of Commerce




Loans





Yinuo (Kylie) Li


Bachelor of Commerce, Certificate IV in Finance and Mortgage Broking



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