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

Rekha Ashok

MIPA, Chartered Accountant, Master of Commerce, Bachelor of Commerce

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Max Bird

Bachelor of Commerce (Accounting)

Sithuli Amalya

Pursuing a Bachelor of Commerce and Psychology

Financial Planning

Pratham Chopra

Master of Banking and Finance, Bachelor of Commerce

William Mathew

Member of the Institute of Public Accountants (IPA), Bachelor of Commerce

Loans

Yinuo (Kylie) Li

Bachelor of Commerce, Certificate IV in Finance and Mortgage Broking

Ekamjot Singh

Master of Banking and Finance, Bachelor of Business Administration

Associates

Brad Thorne

Bachelor of Accounting, Diploma of Accounting, Certificate IV in Accounting and Bookkeeping, Certificate IV in Cyber Security

Kaashvi Pandey

Pursuing a Bachelor of Commerce and Information Technology

Harrison Dobell

Pursuing a Bachelor of Commerce (Accounting)

Judy Wanjiru Muregi

Bachelor of Actuarial Science, Pursuing a Masters in Professional Accounting (Advanced) 

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