BOUTIQUE

ACCOUNTING AND TAX FIRM

Specialising in accounting, taxation services, superannuation administration and business advice

 

PRACTICE

AREAS

TAXATION


Preparation of all Australian income tax returns, tax planning

BUSINESS SERVICES

 

Expert advice for new and established businesses

SMSF AUDITS

 

We are ASIC registered auditors for self-managed super funds

ACCOUNTING

Preparation of financial statements for all business structures

FINANCIAL PLANNING
Advice relating to superannuation, investments and life insurance
SELF MANAGED SUPER

Specialising in all matters relating to SMSF advice and compliance

 

ABOUT US

Our Practice was launched in January 1983. We have been providing tax, accounting and financial services for over 30 years.

We are located in Balcatta, Perth, Western Australia.

Wellington Partners are committed to offering new and existing clients a full range of accounting services. With a complete “in-house” accounting, taxation and financial planning service provided by the one firm, clients benefit from a fully integrated and efficient service by professionals who are familiar with them and their businesses.

We have a system and set of processes in place to enable us to communicate with our client base on a regular basis and allow them access to important information from the Australian Taxation Office and other sources of information.

At Wellington Partners, we believe in providing quality Accounting, Taxation and Management Consulting Services to our client base in a timely and efficient manner.

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We look forward to meeting you and welcoming you as a client of Wellington Partners.

 

OUR PEOPLE

DANIEL DI JULIO
PARTNER

B.Econ, B.Com, CPA, CA

 

Daniel has over 35 years experience in public practice and established his own practice Wellington Partners in 1983. Prior to this he worked at Ernst & Young and various other accounting firms.

 

Daniel is a registered tax agent and ASIC SMSF auditor (no. 100044808).

JULIAN BUCZEK
MANAGER

B.Bus, CPA, CA

Julian holds a Bachelor of Business in Accounting & Finance and is a member of CPA Australia and Chartered Accountants Australia & New Zealand.

 

He has many years of experience as a manager in public practice specialising in business services, taxation and self-managed superannuation.

LAWRENCE TAMBY
FINANCIAL PLANNER

B.Bus, Adv Dip FS

Lawry has a degree in Business with a major in Finance and is a RG146 qualified financial planner and authorised representative of Adviserchoice Pty Ltd (no. 276042, AFSL 334657) who heads up our financial planning division.

He has many years of experience in the financial services industry and is specialised to give clients advice regarding their superannuation, investment, gearing strategies and tax effective strategies.

 

CONTACT

WELLINGTON PARTNERS

OUR ADDRESS

24/199 Balcatta Road Balcatta WA 6059

Email: advice@wellingtonpartners.com.au
Tel: (08) 9240 8886

 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

 

© 2019 Wellington Partners (Aust) Pty Ltd

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