Specialising in self managed super fund returns, Aline has been in professional practice since 1980. Tax planning, MYOB, business structuring and business services are also areas where Aline specialises.
Rebecca is a member of the Institute of Chartered Accountants (CA), a fellow of the Institute of Public Accountants (FIPA), an associate member of the Self Managed Super Fund Association (ASPAA), a registered Tax Agent and an SMSF Auditor. She has also recently completed the RG146 Diploma of Financial Planning, enabling her to continue to advise clients on self-managed super funds after the accountants’ exemption ceases in July 2016. She has over 15 years’ experience working in public practice, and has worked with hundreds of small and medium-sized businesses.
She specialises in complex tax matters, business structuring, SMSFs and strategic advice.
John brings to our senior accounting team extensive accounting experience following a career in the Commonwealth Bank and NSW Finance. John has also worked for sixteen years in Public Practice.
Suzanne joined Richards Financial Services after having been a part of Nationwide Accounting for over 12 years. She is currently completing her Advanced Diploma in Accounting. Her current specialisations include taxation for sole traders as well as for investors in real estate and shares.
Dianne holds a Bachelor of Business degree and is a CPA with Public Practice Certificate. Dianne is also a Registered Tax Agent and Justice of the Peace. Dianne has been working in public practice since 2008 and specialises in taxation and accounting.
Hayati holds an Advanced Diploma of Accounting and is currently working towards the completion of a Bachelor of Accounting. Hayati joined our team after gaining experience with a city-based firm, and is enjoying the opportunity to deepen her knowledge across a range of areas within our practice. She has also taken on the responsibility of assisting clients with the move into cloud-based software such as QuickBooks Online.
Kornelia joined our practice in 2016 with over 10 years of experience in providing bookkeeping and accounting solutions to small business clients in Sydney region. She has Advanced Diploma in Accounting and an overseas degree in education. She is currently completing her CPA Foundation Program.
After a long career managing the offices of an international public relations firm, Michelle joined our team in 2012.
Emma joined the firm in 2015 as an administration assistant. She is working as a trainee in our accounting department and developing her skills in tax preparation and ASIC compliance.
BA (Comms), B (Ltt.), GradDip (BusAdmin), Dip FS (FP), Adv Dip FS (FP), SA Fin
John Ellis has worked as a Financial Planner for 15 years after tertiary statistical, communications and finance business studies. He has worked for Stateplus (State Super Financial Services), Berry Actuarial Planning, and financial corporates. He has deep experience of defined benefit schemes, business risk financial planning and life-goal planning and is now located here at the largest Blue Mountains-based Accountancy and Financial Planning firm. John is completing his Masters of Applied Finance and is a Senior Associate of the Financial Services Institute of Australasia. (Authorised Representative AMP Financial Planning Number 1005764).
He is a member of:
• Financial Planning Association of Australia (FPA)
• The Financial Services Institute of Australasia (FINSIA)
• Financial Ombudsman Service
Following a career in retail and administration, Barbara joined Richards Financial Solutions in 2012 to manage the office of our financial planning division.
Nicole joined the team in 2013 after a very strong academic career. She is “learning the ropes” in both the accounting and financial planning areas of our business.