I help private clients in the age 35-50 years with investment advice towards lifestyle and income protection including their loans and concrete financial situation. Those above the age of 50 are often missing retirement plans in place. Together we plan against fallbacks doe to misfortunes or unforeseen events to not fall back where they started, rather increase step by step. This way my clients achieve a higher risk resilience and preparedness towards peace of mind.Beyond serving my clients, it is important for me to give back to community. I have a passion to support local and international organisations with volunteering activities including the Australian Red Cross and Greek Community of Liverpool. As an example, I coordinated the publishing of a cookbook that sold over 1500 copies and raised over $45,000 for the Liverpool Hospital and to other charities.Here is an extract of my activities• Responsible for all facets of the business’ success, from establishment, recruitment, client needs assessment, strategy creation and implementation management.• Monitoring of strategy execution with progress reviews and fluid adaption to market conditions.• Objectively assess individuals’ personal and financial position and tactfully ask tough questions about life decisions that have led to that position – an instrumental element of goals establishment and future financial success.• Provide proactive financial advice responsive to current market conditions and fed by accountancy and taxation minimisation.

Now with a roster of 12 full-time staff and growing, the foundation of Silver & Young’s success stems from providing exceptional service and a complete financial solution to individual and business requirements. • Responsible for company, office and staff management, operations, marketing, business development and recruitment.• Liaise with clients to enable tailored preparation, delivery and review of financial statements for companies, trust, super funds, partnerships and individuals.• Prepare, review and lodge all relevant forms to the ATO and other authorities as tax returns, FBT, land tax, payroll tax and tax rebates with a focus on compliant tax minimisation.• Client business valuation, business plan valuation and advice about potential business purchases.• Research and advice on a variety of topics related to tax and accounting issues.• Advice on and assistance in establishing self managed super funds (SMSF), preparing financial statements, and auditing SMSFs for other accounting firms.• Succession planning for individuals and companies.• Divorce mediation.

• Corporate governance and operations management of 9 offices, 22 staff and over 3500 clients.• Prepare income tax returns for individuals, partnerships, companies and trusts and lodge to the ATO using Handisoft software and liaise with the ATO on lodgement enquiries and audits.• Prepare financial statements for partnerships, companies and trusts.• Maintain company registers, update files and prepare and lodge necessary paperwork to ASIC and other entities. • Conducting Superannuation Audits• Participate in company audits (supportive role).Achievements:• Successfully implementing processes, policies and computer systems to optimise daily operations management including electronic lodgment of forms and returns. • Organising and managing the implementation of the company website.• Training of employees including on computer and internet literacy. • Defining and implementing strategies for development and launch of new products.• Building a fantastic team of people through the provision of purpose, direction, training, support and motivation.

• Operation and management of a central accounting system and monitoring and reconciling the accounting operations of that client’s five business outlets.• Large portfolio tax return specialisation.

Tax Compliance, preparation of Financial statements and Tax Returns