Team

Our Team Members

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 Mittal

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.

Kahlia Richardson

Bachelor of Business (Financial Planning and Accountancy)

Kahlia has recently completed her double degree  Bachelor of Business Financial Planning and Accountancy from Queensland University of Technology. Kahlia holds a range of experience within the hospitality industry. She enjoys the taxation side of accounting and is working as an accountant and tax planner within our team.

Tarun Gangula

M. Professional Accounting

Tarun holds a master’s degree in Professional Accounting from the La Trobe University. He is currently assisting in the loans department. He assists with preparation of home loans and business loans. In addition, he is performing tax and accounting duties.

Allen Organista

Bachelor of Business (Accounting)

Allen holds a bachelor’s degree of Business in Accounting from Kaplan Business Schoool.
He assists the team with the preparation of tax returns and activity statements for individuals, trusts, and companies.

Vimal Parekh

B.Com, Bachelor of Law, Account Technician, AIPA

Vimal holds a Bachelor’s degree in Commerce and Graduation of Law and Intermediate C A from India. He is an Associate member of the Institute of Professional Accountants (IPA) with over 20 years of experience in Accounting with large Corporates at a Managerial position.

Narinder Singh Sekhon

B.Com, MBA (Finance), Dip.FP, ASA CPA

Narinder holds a Bachelor’s degree in Commerce and MBA in Finance Specialisation. He has Diploma of Financial Planning and is also CPA qualified. With over 10 year’s experience in banking, financial planning, and accounting, he assists in Financial planning, taxation and auditing.

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