Key Staff

 


 

John Gillespie

Qualifications

  • Bachelor of Arts in Accounting
  • Chartered Accountant
  • Certified Financial Planner
  • Registered Tax Agent
  • Qualified Trainer in QuickBooks

Experience

John established the firm in 1989 and has concentrated on maintaining a very hands on and personal services to our clients.
John has had extensive experience in taxation and accounting matters.
John has gained invaluable experience in the management of the many issues that small business owners face daily through his long standing relationship with some of Canberra leading small businesses.

Family

John has been married to Anita for 22 years and they have three children Rebecca (18) Robert (15) Ben (10)

Interests

  • Family
  • Rugby and all sports
  • Travelling

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Michael Zivkovic

Qualifications

  • Certified Practising Accountant (CPA)
  • Bachelor of Arts in Accounting

Experience

Michael has been servicing the business and taxation needs of small to medium clients for some 20 years.
He is conversant with a number of accounting software packages including Quickbooks, MYOB and Solution 6.
Michael has been with the firm for more than three years assisting clients with:

  • accounting system setups;
  • Business Activity Statements;
  • workers compensation;
  • payroll;
  • financial accounts;
  • income tax; and
  • financing and business management.

Family

Michael is married and has two children Ben and Rebecca.

Interests

  • Family
  • Sport in general, though Rugby in particular

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Paul Zobonos

Qualifications

Bachelor of Arts (Economics Statistics & Geography), Sydney University 1990.
Diploma in Financial Markets, Securities Institute, 2003.
Diploma in Financial Services (Financial Planning) 2006.
Advanced Diploma in Financial Services (Financial Planning) 2009.
Enrolled in the Certified Financial Planner certification program. 

Experience

Paul has worked in the industry for over 10 years and been with the firm for over 7 years. Paul specialises in providing tailored financial planning advice to assist clients achieve their financial goals and objectives.  Areas where advice is provided include:

  • Superannuation
  • Wealth creation and Wealth protection
  • Salary Packaging
  • Retirement Income strategies
  • Maximising Centrelink Entitlements
  • Gearing Strategies

Interests

Paul enjoys

  • the outdoors
  • going to the gym
  • hiking
  • mountain bike riding
  • cricket

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Tony Scott

Qualifications

  • Member of the Mortgage Industry Association of Australia.
  • Tony holds accreditation with over 30 lenders throughout Australia including all the major banks.

Experience

Tony has 20 years of lending experience, having worked in various lending sections of a major bank until 2001.
He has been involved in Mortgage broking both as an Office Manager and Mortgage Consultant over the last 10 years.

Family

Married to Thomasina with 2 children, a son aged 16 and a daughter aged 14.

Interests

A keen Rugby supporter. Originally from New Zealand with loyalties to the Brumbies and the All Blacks. Current 2nd grade (2009 Premiers) Co-Coach with Wests Rugby club in Canberra.
His children's sport over summer and winter play a major part in Tony's Saturdays.
He enjoys spending time with his family, visiting any good beach throughout Australia and NZ, fishing, a BBQ and beer (Tooheys Extra Dry) with friends and working in garden over weekends.
Where able to, Tony will watch a variety of sports either live or on the plasma.

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