Coastal Premier Accountancy and Bookkeeping work tirelessly through its membership of The Institute of Public accountantsand the IPA’s “Professional Assist” to maintain an extensive network of service providers such as business investment advisors, lawyers, bankers, business brokers, marketing consultants and human resource specialists - so you can have access to the best possible people for your specific needs. We work hard to identify the right partner for you so we don’t just provide a professional recommendation, but a professional promise.
All the individuals included are Professional Services that we have used ourselves both in a business sense and / or personal sense , Clients that use our Professional Services and provide Professional Services themselves or Professional Services that we engaged for clients in the past.
Many of these professional relationships extend over one or two decades.
Accountancy, Audit & Taxation Services
Sally Jaques Robertson B. Com MIPA
Sally Jaques Robertson B. Com MIPA.
Sally started and owns and operates Base Business Pty Ltd in Newcastle. We work closely with her on many of our clients and her experience and qualifications are an ongoing asset to our business. It is always helpful to have another professional to compare with and learn from. Sally is a Member of the Institute of Public Accountants, a member of the Tax Institute and a Registered Tax Agent with over 15 years experience in public practice.
She studied at Newcastle University and holds a Bachelor of Commerce degree.
Sally’s prides herself on helping people and building strong relationships with her clients and always making herself available to clients.
BASE is a fresh approach to providing quality accounting & taxation advice through educating & supporting clients. Although BASE is a young firm compared to its counter parts it has built an impressive portfolio of clients that span a diverse range of industries. Like Coastal Premier Accountancy & Bookkeeping BASE's focus is on small business and helping them in an ever-changing and complicated tax environment.
We met Mitch in 2001/02 when we appointed the firm he then worked for to liquidate three companies for a client.
Mitch has wide ranging experience across all types of corporate and personal insolvency. Prior to establishing Rapsey Griffiths, Mitch spent time working with national insolvency firms in both Newcastle and Sydney gaining experience across a large range of industries including building and construction, manufacturing, mining, hospitality, tourism and retail. Mitch’s focus is to provide clear and concise commercial advice to solve the difficult situations that both directors and lenders can experience.
Peter is admitted to the Supreme Courts of New South Wales and Victoria and the Federal and High Court and has been a solicitor for 35 years.
Apart from his legal qualifications, Peter holds a masters degree in taxation conferred by the University of New South Wales and is a Chartered Taxation Advisor appointed by the Taxation Institute of Australia.
Peter was a member of the GST technical and tax committees of the NSW Law Society for a number of years and is a regular presenter to NSW Young Lawyers, Lexis Nexis, the Law Society, the State Legal conference, the NSW College of Law (where he has also been an author in relation to the subject material for the Masters degree in Estate planning, having written on the taxation of deceased estates and superannuation and estate planning) and other professional organisations on tax and related topics.
He was previously the national tax and corporate head of a national law firm and now conducts a taxation based consultancy practice servicing other law firms, accountancy and financial planning firms, public companies and privately owned business in relation to taxation issues as they affect business, including corporate structuring, general taxation advice, estate planning and superannuation issues.
Ron Winter is a specialist accredited solicitor with 30 years wide ranging experience in all facets of the law. He is committed to providing high quality low cost legal advice in an easy to understand manner. He works closely with property developers, banks, builders, businesses and government departments.
We have known and worked with Steve for just over a decade and supply his group with Accountancy and Taxation services.
Steve is the owner of Steve Horrell Pty Ltd and is an experienced builder and developer with over 25 years in the property sector. He and his company have a proven ability to deliver high quality buildings and fit outs on time and in budget. He has been involved in the completion of over 70 residential and commercial fit outs and buildings. Steve has a team of architects and tradespeople dedicated to providing a more straightforward, better value proposition for the creation of superbly built new homes and work places.
Steve and his team provide a fixed price at design stage, clearer communication, better co-ordination of services, a single point of contact from start to finish and full accountability.
After many years of Professional IT Services with a background of a Degree in Information Technology, majoring in Business and Accounting, Michael McCarron now manages a Local Ray White Office and is one of the principals. Starting is 2004 and building his career and reputation in Real Estate to today.
He works closely with Property Investors, Developers, and Residential Sales to ensure that he establishes a quality of service with his clients. Michael has built his business up from a humble local Real Estate to a leading sales record holder for the area and boasts the management of 350 properties spanning from Daley’s Point through to Bellbird.
Utilising technology to efficiently engage his clients and ensure a high level of service for each one of his clients, Michael utilises his skills in IT and mixes them with his high negotiating skills of Property Management, Sales and Developments within the Real Estate Industry.
Tarnia Gurney is a local financial planner assisting her local community in financial solutions. Gurney Financial Services was created in August 2005.
As well as specialising in personal superannuation and insurances, she also assists in business planning, setting up procedures, HR and back office, advising on tenders, and implementing employer superannuation and staff super. In 2008, Tarnia set up Coffee Time for local home and small businesses, which is a free networking group for home and small business owners. This is where they can meet other in business and build friendships and support. The meetings are twice a month and held at the Gurney Financial Services offices in Toukley.
Tarnia Gurney is an Authorised Representative of Sentry Financial Services. Tarnia holds a Diploma in Financial Planning, an Advanced Diploma in Financial Planning, Diploma in Self-Managed Super Funds and Margin Lending, as well as a Certificate in Management. Tarnia is also a member of the AFA.