Wealthmall Chartered Accountants Company Profile, Contacts & Intelligence

Wealthmall Chartered Accountants Overview

We are a boutique accounting, taxation and financial services practice. Our mission is to provide exceptional financial, tax and consulting services to our clients, with a personal touch. Our vision is to keep growing the firm by bringing wealth and profitability to our clients. We value P.E.O.P.L.E: P: Purpose – our primary purpose is to deliver high-quality service to our clients! E: Efficiency –we are proud to provide a cost and time-efficient service to our clients! O: Object – our object is to help our clients achieve their goals and maximize their wealth! P: Profitability – we believe profitability is the key for any business to survive, grow and expand! L: Learning – keep learning to ensure we provide updated, accurate service to our clients! E: Enthusiasm – enthusiasm motivates us to go the extra mile for our clients! Our director, Lina Browne, has been working in public practice for over a decade. She holds the following designations/memberships/qualifications: • Chartered Tax Advisor from the Tax Institute of Australia • Bachelor of Business (Accounting) from the University of Central Queensland • Master of Taxation (Taxation and Financial Planning) from the University of New South Wales • Diploma of Financial Planning from Kaplan Professional • Chartered Accountant (CA) with the Institute of Chartered Accountants Australia and New Zealand • Certificate of Public Practice with C. • CA SMSF Specialist • Registered Tax Agent • Registered ASIC Agent • Registered SMSF auditor • Registered ASIC limited Australian Financial Services Licence (A.F.) • Xero Certified Advisor with Xero Before Lina moved to Australia, she also had a few years of experience as a management accountant and marketing manager. She also achieved her M.B in China. Lina has a passion for helping her clients be better off. Her local and oversees accounting, marketing, financial and taxation experience, plus her strong knowledge and professional work ethic, ensure she leads

Headquarters

Mosman, New South Wales, Au

Website

www.wealthmall.com.au

Industry

Accounting

Founded

2010

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services, Offices of Certified Public Accountants

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