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 - PRINCIPAL,CHARTERED TAX ADVISER & PUBLIC ACCOUNTANTFellow Member, Institute of Public Accountants and Tax Institute. Registered Tax Agent, ASIC Agent. Bachelor of Taxation and Master of International Taxation (UNSW), Dip. Financial Planning, Advanced Dip. Accounting;
Alex Frost

PRINCIPAL,

CHARTERED TAX ADVISER & PUBLIC ACCOUNTANT

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

With almost 20 years experience and in business since 2008, Alex Frost expertly advises owner operated businesses, start-ups, investors, and individuals with complex affairs. Having successfully grown two practices in inner Sydney, Alex moved to Agnes Water in 2016 (a fantastic decision) and trained our local staff to support her specialist Australia-wide practice online. She also maintains a staffed Brisbane CBD office.

Highly knowledgeable of tax laws and accounting technologies for clients in various industries, Alex keeps across the changes that affect small businesses to help them plan for better outcomes. She understands the realities of today's increasingly digital business environment and enjoys helping our clients 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), with a specialist focus on business advisory and tax law. She assists our clients with their financial planning and self-managed superannuation by referral to her trusted adviser network.

Alex lives with her spouse 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 - TAX CONSULTANTMIPA Qualified Accountant, Bachelor of Accg (CQU)Xero Certified
Kristie Ogden

TAX CONSULTANT

MIPA Qualified Accountant, Bachelor of Accg (CQU)

Xero Certified

Kristie Ogden is a qualified accountant from Gladstone who moved to Agnes Water in 2017. She loves the lifestyle in paradise, and is enthusiastically pursuing a promising career with us. With 7 years' professional practice experience in tax, auditing and SME business accounting, Kristie prepares our clients' financial reports and tax returns, working closely with Lisa on their cloud accounting records.

Kristie can meet with you to organise your tax returns, put your financials in order, analyse your business's performance and assist with your audit. Her upbeat, caring and friendly manner combined with excellent organisational skills makes all those difficult processes surprisingly easier.

Kristie is developing her expertise in business advisory by completing a Masters of Business Administration through Deakin University. She also keeps her tax knowledge up to date with seminars in Brisbane and online. 

Lisa Wilson - BUSINESS ACCOUNTANTIPA Qualified Accountant, Bachelor of Accounting (CQU) MYOB Certified ConsultantXERO Certified Adviser
Lisa Wilson

BUSINESS ACCOUNTANT

IPA Qualified Accountant, Bachelor of Accounting (CQU)

MYOB Certified Consultant

XERO Certified Adviser

Lisa Wilson is a long term Agnes Water resident, and an Associate of the Institute of Public Accountants completing her final professional subject. She has worked with us since early 2016 and has 15 year's small business bookkeeping and accounting experience. 

She's very clever too! Lisa is our 'cloud accounting' expert and has gained practical knowledge in all aspects of business taxation, GST and payroll since achieving her BAS Agent and Accountancy qualifications with us. 

Lisa can set up your new accounting systems in Xero or MYOB and greatly enhance your efficiencies with cloud business tools and add-ons. She can review your business's internal accounting procedures and profitability, and work with you or your bookkeeper to make sure your business is inputting the correct information for management decisions. Ask her to plan your lodgments and help you manage cash flow so as to minimise your risks. 

Lisa works closely with Kristie on company tax returns, and keeps her knowledge up to date with regular online training and tax seminars. 

Gyana Mergelian - CLIENT CONCIERGEOFFICE MANAGER
Gyana Mergelian

CLIENT CONCIERGE

OFFICE MANAGER

Gyana joined us in 2017 following her big move from Sydney to Agnes Water. A consummate professional administrator with 15 years of experience, Gyana has been busily maintaining and improving on all of our databases, systems, processes and technology tools ever since. She also manages our Brisbane office remotely, to keep the whole team connected.

As Client Concierge, Gyana will organise your appointments and assist with gathering your records, to help ensure your interactions with our accountants are as smooth and productive as can be. She is a highly motivated problem solver too, and quickly resolves any technology issues with the expert assistance of our brilliant IT Manager, Courtney Sampson from I.T. Discovery.

Gyana also maintains our internal accounts and some of our clients' cloud accounting records, under Lisa's supervision. 



 

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