We would like to extend a huge welcome to Ken Burk who joined our Paris Financial team in November 2016. As a qualified CA, Ken has many years of experience, providing quality taxation advice to a wide range of small to medium sized business clients.
Ken’s expertise in this area enables him to develop effective strategies in conjunction with thorough taxation planning providing the very best outcome for his clients and Capital Protection. In addition Ken has extensive experience advising clients on income tax, capital gains tax and establishing structures. His small business management expertise extends to effective financial analysis to minimise costs which improves cash flow and assists wealth accumulation.
As a big picture thinker, Ken is focused on making sure his clients tax and finance structures are effective, to ensure they maximise their financial position into the future.
Darren has worked in the finance industry since 1993, and is passionate about providing excellent holistic financial advice to individuals and businesses. Darren works closely with our accountants to provide individual, strategic financial advice and ongoing services to meet your personal and financial goals.
Darren possess extensive wealth creation knowledge in self-managed superannuation funds, direct investment properties, managed funds, cash management, investment bonds, fixed interest style investments, salary sacrifice and co-contributions, retirement and pre-retirement planning including transition to retirement pension, allocated pensions and working with Centrelink to maximise your entitlements.
He is a Certified Financial Planner, holds a Bachelor of Business (Economics & Accounting) and a Diploma of Financial Planning. Darren is also a member of the Financial Planning Association of Australia.
Linda has an in depth understanding of all facets of consumer and commercial lending and finance with more than 17 years’ experience working in the Banking and Finance sector. Having worked previously as a Finance Broker, including at one of the big banks as a Relationship Manager.
Linda has excellent client management skills and has the ability to coordinate intricate deals effectively and efficiently. She is well respected for her wealth of knowledge within banking and finance and has mentored several individuals within this sector.
Linda’s close relationship with the accounting and financial planning teams ensures clear communication on behalf of our clients. She enjoys working closely with her clients to achieve the very best outcome that is tailored specifically for them.
Tanya has over 15 years of professional practice experience, with knowledge and expertise in tax, accounting, financial services and audit.
Being attracted to the ever changing superannuation environment, Tanya has specialised in the Self-Managed Superannuation Fund (SMSF) area and enjoys providing advice to numerous clients regarding fund administration, pension/estate planning, limited recourse borrowing arrangements, taxation, and SMSF compliance.
Since 1 July 2016, Tanya is licenced under Capstone Financial Services to set-up Self Managed Superannuation Funds in accordance with ASIC's Regulatory guide RG 146.
Tanya also leads our body corporate audits and tax compliance, ensuring that the work is completed to a high standard both professionally and technically.
Bec has been with Paris Financial (incorporating Gatherum-Goss & Assoc) since 2006 and has been leading the team since the firm changed hands in 2007. Bec has substantial experience in tax, accounting and self-managed superannuation for business and investor clients.
During this time, Bec has honed her skills, focussing on property investors and developers who form the majority of her client base. Her passion for minimising taxation via structuring and tax planning is invaluable. Along with Pat Mannix, Bec currently writes for the Australian Property Investor (API) monthly e-newsletter and regularly contributes to Q&A’s in their monthly national Magazine.
Bec also works closely with her small business clients providing strategic tax advice, business structuring and wealth creation. She has extensive knowledge regarding self managed superannuation implementation and compliance, including property investment within this structure.
Pat joined his father Noel in the firm in 1991 and has been part of the rebranding and relocation of the firm to Paris Financial in Blackburn in 2003.
Pat’s commercial experience centres around advice for small business people, property investors and high net worth families via trust structuring and self-managed superannuation.
In addition Pat has specific skills in valuing and advising physiotherapist, medical and allied health professionals and in particular values allied health practices Australia wide. The valuation of other small businesses is also within Pat’s area of expertise. He has extensive experience in structuring direct property transactions within super and other tax effective strategies that address our clients’ retirement aims.
Steve joined the firm in 1994 as a leader of the Addisons team. He is adept at dealing with Estate Planning matters, bringing a practical and methodical approach to dealing with family wealth protection and succession. In addition Steve has many years of commercial experience providing advice to small business, property investors and not for profit clients in relation to taxation law and structuring matters.
He has had significant involvement with the operation and advice for self-managed superannuation funds and the valuable family wealth often held within superannuation. This extensive experience including superannuation pension planning, nomination forms, lump sum payments and living wills is frequently called upon to ensure the most advantageous tax result tailored to our clients’ wishes which are hallmarks of his service.
Steve believes that client service is more than crunching the numbers, it involves striving to ensure that he thoroughly understands your affairs taking a holistic and detailed approach to every engagement.