Meet the Accounting Team
The AGS Accounting team are a group of dedicated, highly experienced and skilled individuals who have our clients best interest at the forefront of everything we do.
We believe in the value of great advice
The AGS promise is a promise to our clients to always provide them with high quality advice throughout their lives which enables them to reach their goals and achieve financial freedom.
We understand the importance of well managed finances. It is so much more than a figure on your bank statement or an annual refund from the ATO…It’s your livelihood, it’s years of hard work, it’s your family’s future. This is a responsibility we take very seriously and our priority is to ensure you are confident, well informed and have the peace of mind that your finances are in trusted hands.
Choosing the right Accountant for you
Choosing the right accountant for you can be an intimidating and overwhelming process.
Please take some time to meet our team of professionals. It is important to us that we introduce you to our Accounting Management team to give you the opportunity to get to know us and give you the confidence in our qualifications, expertise and experience.
There are three governing bodies in Australia for accountants to become members of: Chartered Accountants Australia and New Zealand (CAANZ), Certified Practicing Accountants (CPA), and the Institute of Public Accountants. You will notice all of our Accountants have completed the appropriate degrees and courses set by these governing bodies to become members of one or more of these organisations. This will give you peace of mind and greater security when it comes to the management of your finances.
Contact the Accounting Team
"Thank you AGS - we wouldn’t be here without you! - We first became AGS clients in 2015 when we were starting to turn our attention to saving for retirement. The team at AGS helped us reach our goals earlier than we thought we would, through honest advice and time taken to really understand us, our goals, and aspirations.
The standout piece for us about AGS is the feeling that nothing is impossible if you have patience, perseverance and the best advice. We have never felt out of our depth with AGS as they always explained concepts and how finance can work for you.
We’d just like to say thank you to the AGS team. We would not have known where to start planning for our retirement, and we got here earlier than we ever anticipated."
"AGS is my financial guide - I wasn't confident about my superannuation and was referred to AGS by a friend in 2013. Since then AGS has helped me transition to a self-managed super fund resolve complicated estate planning issues and support us with accounting services throughout the last 9 years.
There are so many issues that grab our attention in life. It is comforting to know that we are supported in this complicated area with great advice and competent services.
My relations with AGS have always been reciprocated with confidence and professionalism."
"AGS - Advisory Excellence - I have been a client with AGS for 20 years, Taxation is one thing we rely on AGS for every year. Our appointed taxation specialist is qualified and efficient with seeking out the required information to enable us to maximise our tax refund. This helps us make financial decisions in the upcoming years. This removes the stress of doing this ourselves, ensures that our tax is processed on time and we have been able to obtain an annual credit each year based on sound advice for tax minimisation."
" Excellent service Every time - I have been a long standing client of AGS's financial planning services and a number of years ago I also decided to shift my accounting service and have never looked back.
From the get go I found AGS professional and efficient (such a breath of fresh air). Their service and advice is ALWAYS timely and spot on. Always with a smile virtually.
Having both accounting and financial planning under the one umbrella has also made it easier to integrate the two topics when needed. Especially helpful given we have an SMSF."
"Fantastic service from AGS - We have been a customer of AGS since the transition from Optima group who we were with for 15 years. We find the team at AGS friendly, approachable and extremely knowledgeable with all aspects of assistance we require for personal and business tax. The team at AGS are prompt with replying to any questions or support we require. We feel well supported and know they are only an email or phone call away if needed."
"Appreciate your help - My small business became accounting clients with AGS around 2008. Carolyn and her team look after us brilliantly. Carolyn's vast knowledge and experience is invaluable. She is proactive in assisting us with accounting advice and always takes the time to help us fully understand all "facts and figures".
"Knowledge Courtesy Efficiency. That’s AGS - I am so happy with AGS. From start to finish I am kept up to date on all details. Everything done with knowledge and efficiency. As I mentioned efficiency knowledge and courtesy is always there. Am very happy with the service I receive."
