ABOUT US

We aim to make a difference to our colleagues, our clients, our profession and our community.  We're building on strong foundations to meet the professional accounting needs of the Discovery Coast  region.

Alex Frost - PRINCIPALCHARTERED TAX ADVISER & PUBLIC ACCOUNTANTBachelor of Taxation and Master of International Taxation (UNSW), Dip. Financial Planning, Advanced Dip. Accounting; Fellow Member, Institute of Public Accountants; Independent Financial Adviser, IFAAA Member; Registered Tax Agent, ASIC Agent.
Alex Frost

PRINCIPAL

CHARTERED TAX ADVISER & PUBLIC ACCOUNTANT

Bachelor of Taxation and Master of International Taxation (UNSW), Dip. Financial Planning, Advanced Dip. Accounting; Fellow Member, Institute of Public Accountants; Independent Financial Adviser, IFAAA Member; Registered Tax Agent, ASIC Agent.

With almost 20 years experience and over 10 years in business, Alex Frost can advise owner operated businesses, investors and individuals with complex affairs. Having successfully grown two practices in inner Sydney, Alex moved to Agnes Water in 2016 (a fantastic decision), trained local staff, and continues to operate her specialist Sydney practice online. 

Highly knowledgeable of tax laws and accounting technologies for businesses operating in various industries, Alex keeps across the changes that affect small businesses to help them plan for better outcomes. She particularly enjoys working with start-ups and helping clients to transform and grow their businesses through developing a clear grasp of their financial affairs.

Alex is a Chartered Tax Adviser and Qualified Accountant holding a Professional Practice Certificate (IPA). Having recently obtained a Limited Australian Financial Services (AFS) Licence and joined the Independent Financial Advisers Association (IFAAA), Alex can assist our self-employed clients with their financial planning and superannuation and refer them to a trusted adviser network.

Alex lives with her partner and pets and enjoys a quiet lifestyle, close to nature. Her goal is for herself and her staff to reach their full potential and have rewarding careers in a healthy environment.

Kristie Ogden - CPA ASA, Bachelor of Accg (CQU)TAX CONSULTANTXero Certified
Kristie Ogden

CPA ASA, Bachelor of Accg (CQU)

TAX CONSULTANT

Xero Certified

Kristie Ogden is an experienced tax accountant from Gladstone who moved to Agnes Water to work with us. She's loving the lifestyle and is enthusiastically pursuing a very promising career with us. With over 5 years' professional practice experience in tax, auditing and SME business accounting, Kristie prepares our clients' tax returns and accounting records. 

Kristie can meet with you to discuss your tax returns and help get the records in order. Her friendly and fun manner combined with excellent organisational skills makes the process easier for everyone. Kristie is completing the CPA program, works closely with Alex on a wide variety of tax returns, and keeps her knowledge up to date through seminars and training events in Brisbane and online. 

Lisa Wilson - AIPA, Bachelor of Accounting (CQU) BUSINESS SERVICES ACCOUNTANTMYOB Certified ConsultantXERO Certified Adviser
Lisa Wilson

AIPA, Bachelor of Accounting (CQU)

BUSINESS SERVICES ACCOUNTANT

MYOB Certified Consultant

XERO Certified Adviser

Lisa Wilson is a long term Agnes Water resident, and an Associate of the Institute of Public Accountants. She has worked with us since early 2016 and has over 10-years experience with small business accounting software. Lisa is a 'cloud accounting' expert and has gained practical knowledge in all aspects of business taxation, GST and payroll since achieving her BAS Agent and Accounting (AIPA) qualifications with us. 

Lisa can set up your new accounting systems in Xero and MYOB and help with the integration of add-ons to enhance business efficiencies. She can review your business's internal accounting procedures and work with you or your bookkeeper to make sure your business is inputting the correct information for management decisions, and help you plan your lodgments and cash flow so as to minimise your risks. Lisa keeps her knowledge up to date with regular online training and tax seminars in Brisbane.

 

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