Meet the BTACS Team
Meet Diane. She has developed her commitment to the accounting profession through more than 30 years of taxation accounting experience. She specialises in helping individuals and small businesses.
Diane has a Bachelor of Commerce degree from The University of Queensland and was the convenor of CPA Australia in Ipswich for two years. She has also spent a good deal of time sharing her knowledge with others, through teaching Accounting, Taxation Law, and Law of Associations at TAFE Institutes in Moreton and Southbank, and she is now using this same expertise and wisdom to help a wide range of individuals and small businesses get the most out of their finances.
Diane enjoys sailing and spending time with her grandchildren.
Meet Alan. He is an experienced Certified Practicing Accountant (CPA) and has been at BTACS since 2006, coming on board as director in April 2013. Alan has a Bachelor of Business with distinction, majoring in accounting from The Queensland University of Technology.
With more than 10 years of business services and taxation accounting experience, both in private practice and in a mid-tier firm, Alan utilises his skill set by focusing on maximising his client’s wealth and streamlining their business processes. He has been an asset to his clients through improving their financial positions and steering their businesses in profitable directions.
Alan appreciates all things car related. He is a family man who loves spending time with his wife, Tracy, and their two gorgeous young children.
Meet Tara-Sha. She is currently finalising her Business degree at Queensland University of Technology, majoring in Accounting. With 1 years’ experience in the industry, Tara-Sha is enthusiastic to expand her knowledge base and skill set, particularly in taxation through her involvement with BTACS. She aims to help a wide range of individuals achieve the best possible outcome for their financial conditions.
Tara-Sha is interested in traveling and adventuring.
Meet Rachel: “In joining BTACS, I have become very interested in Accounting and Taxation. One day hoping to further my career into one of these fields. I am a very polite and positive person.”
“I have completed Year 12 and since finishing I have done a lot of promotions and marketing roles. I am currently studying Diploma of Business. My hobbies are hanging out with family, friend and my beautiful kitten.”
Business Partners / Affiliates
Steve Jones is a qualified Financial Planner whose purpose is to help everyday Australians achieve financial success. He has spent the last decade educating and assisting individuals, families and business owners on strategies that create financial abundance over time and how they can minimize their risks along the way.
His passion for this industry is driven by his past experiences with families in financial hardship and also the work he has done with homeless and marginalized youth. He maintains that if you teach individuals sound foundational financial planning principles and provide them with solid support then financial freedom is available for everyone. Financial planning is not only for the financially abundant, it could ultimately diminish a culture of multi – generational family poverty for others.
List of Services:
• Income Protection, Life & Trauma Insurance
• Financial Advice / Wealth Creation / Super Consolidation
• Wills / Power of Attorney / Estate Planning
• Business Will (Succession Planning)
Website: clearfp.com.au/
Phone: 07 3382 6723
Janet Jones is a qualified Financial Adviser who brings to Clear Financial Planning 10 years of financial services experience in both client support and investment research. Previously she had been involved in Business Support and Paraplanning for a large boutique financial services organisation.
In 2011, Janet took up the role of Operations Manager with the main areas of responsibility being Business Management, Client Liaison, Investment/Strategy Research, and Compliance.
She is a member of the Association of Financial Advisers (AFA) and her qualifications include Graduate Certificate in Applied Finance, Diploma of Financial Services and Commissioner for Declarations.
List of Services:
• Income Protection, Life & Trauma Insurance
• Financial Advice / Wealth Creation / Super Consolidation
• Wills / Power of Attorney / Estate Planning
• Business Will (Succession Planning)
Website: clearfp.com.au/
Phone: 07 3382 6723
Meet Inn. She has practiced law for more than two decades in various countries including Malaysia,New Zealand and Queensland, Australia. Her areas of expertise are predominantly in Commercial and Property Law including Conveyancing Services.
Inn is passionate about helping the community and is the Secretary of the Board of International City Church, Multicultural Community Centre and Asia Pacific Institute.
Inn is multi-lingual and conversant also in Mandarin and Teochew. She services clients locally and overseas; including China, Hong Kong, Malaysia and Singapore.
Telephone: 07 3423 1867
Email: [email protected]
Website: www.ihllawyers.com.au/
About Me – With over 10 years in the banking and finance industry, I am now proud to be a Broker with Aussie. I am based between Capalaba and Cleveland offices but also able to meet you at your home.
My aim is to be your 5-star broker so whether your question is around how much you can borrow or refinance or what is the best home loan option for you, I’m here to help you find the ideal solution for your particular circumstance.
Benefits of choosing Aussie and Me:
• Easy – we do the work for you
• Quick – Hundreds of loans compared
• Free – No charge for our appointments
• Personal – tailored to your needs
• Professional – fully trained and accredited
At Aussie, I can assist you with more than a home loan application. We also offer personal loans, deposit bonds, and a whole range of asset protection strategies such as home and contents insurance, mortgage protection, land lords insurance.
If you would like an obligation free appointment or some information about achieving your property ownership and investment goals, contact me today on (07) 3245 1330 or 0424 363 190.
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