DIRECTOR
rod.baker@businessandwealth.com.au
Authorised Representative No. 263856
Rod heads our talented financial planning team. Rod has worked in the financial services industries since 1988 and is a chartered accountant with over 25 years’ experience in tax and business services.
He has extensive experience in advising clients in all aspects of financial planning, business and tax.
Our financial planning offering is very firmly based on providing personal tailored service and solutions to each of our clients.
Rod’s specialities include:
Melissa runs our tight-knit expert tax team, bringing 19 years of experience in tax and small business services to her client relationships. She works closely with small and medium sized business across a large range of industries focusing on business development and tax minimisation. Whether your business is primary production, manufacturing, professional services, trade services or larger retailing, Melissa’s expertise will help improve your business operations and reduce your tax obligations.
Melissa has a particular interest in keeping tax planning proactive. She reviews client tax positions well in advance, so coming up to financial year end there is not a rush to take advantage of year-end strategies to legitimately reduce tax, and nothing is missed. Planning in advance, she knows will get you the most benefit.
Working closely with the rest of the group, she consults within the Business + Wealth Partners team to ensure nothing in the bigger client picture has been missed while addressing her specific brief and making sure any other client projects have the full benefit of her taxation expertise.
She offers a wealth of experience and can help you with:
With over 29 years’ experience in the business and tax profession in the Cairns region, Mark has gained valuable experience providing accounting services and general business advice to clients in need of personal and business tax, business development and self managed super fund (SMSF Cairns) administration.
He works closely with co-directors Melissa and Rod to provide an integrated approach to a client’s personal taxation and wealth creation affairs.
Mark works across a range of industries on both a local and interstate scale to provide assistance with income tax compliance, setting up your business structure, business growth and family succession. He specialises in dealing with small to medium businesses including retail shops, cane farming, medical and dental professions.
Mark heads up our self-managed superannuation team. He provides a seamless team approach to SMSF processing. We prepare of all documents necessary to fulfill annual taxation requirements and independent audit. Mark specialises in SMSF estate planning matters in respect of taxation consequences of retirement and death.
His talents lay in the following areas:
SUPERANNUATION & TAX ACCOUNTANT
michelle.caffrey@businessandwealth.com.au
Michelle is a Cairns local who has been with Business + Wealth Partners for 9 years and is a member of the Institute of Chartered Accountants Australia. During this time her focus has been in the Self Managed Superannuation area specializing in setup and ongoing fund administration.
With over 9 years’ experience in this region Michelle has a solid understanding of the superannuation and tax legislation to ensure our clients are compliant and are kept up to date on the many changes with the superannuation spectrum. Michelle enjoys the many sporting challenges that the Cairns outdoors provides.
Michelle works in the SMSF team and works to process your fund setup correctly.
She offers a wealth of experience and can help you with:
BOOKKEEPER / ADMINISTRATION ASSISTANT / RECEPTIONIST
donna.cullen@businessandwealth.com.au
Donna will greet you with a warm and welcoming smile at our front desk. Donna also provides administrative support to our accounting team.
Donna also specializes in bookkeeping & data entry services to many of our clients and is available for both on-site and remote bookkeeping assistance.
FINANCIAL PLANNER
penny.dalmeyer@businessandwealth.com.au
Authorised Representative No. 333737
Originally from the Sunshine Coast, Penny moved to Cairns in 2004 to further her career in the Financial Services industry after switching professions in 2001 to join the Financial Services sector.
She has been with Business + Wealth Partners since January 2009 and has completed the Advanced Diploma in Financial Services and is also a Commissioner for Declarations. Penny’s primary role is to provide advice and ongoing service to new and existing clients in the areas of wealth creation, superannuation, retirement planning and personal insurance needs.
GRADUATE TAX ACCOUNTANT
renee.scott@businessandwealth.com.au
Renee graduated from USQ with a Bachelor of Commerce (Accounting and Finance) in June 2017.
She is a valued member of our Tax & Business Services team preparing tax returns, financial statements and Business Activity Statements for the firm’s clients.
Renee loves to keep active by participating in the local Saturday Parkrun and regularly hiking the Red, Blue & Green arrow tracks with her two children.
Are you looking for an accountant who is pro-active with your all important year-end tax planning?
We provide a seamless personal approach to our local Self Managed Superannuation Fund planning.
Financial planning maps out your life plan on how to get you to where you want to be at retirement and beyond.
Business and Wealth Partners Pty Ltd
ABN 74 125 847 805
Corporate Authorised Representative No. 315674
Alliance Wealth Pty Ltd |
ABN 93 161 647 007 | AFSL 449221
Level 13, Corporate Centre One
2 Corporate Court
Bundall QLD 4217
209 Aumuller Street, Bungalow, Cairns
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