Carolyn Williams – Client Relationship Manager

Meet Carolyn Williams, a well experienced Accountant who has a 14 year history with our business and clients. Carolyn joined the company when our Norwest Office was The Optima Group. In the acquisition of The Optima Group by AGS Financial Group in September of 2015, Carolyn stayed with the business and continued to service her clients and assist them through this transition.

Experience

Carolyn is a Chartered Accountant with over 20 years experience. Carolyn holds a Master of Professional Accounting and a Graduate Certificate in Self Managed Superannuation Funds.

Expertise

Areas of expertise include Tax Effective Structures, Self Managed Superannuation Fund, Small Business Capital Gains Tax Concessions, Deceased Estates.

Carolyn is an extremely knowledgeable accountant who has an equally wonderful team of accountants and support staff bolstered in around her. You will get to know Carolyn’s distinctive laugh, ‘Get it done’ attitude and passion for her work.

A note from Carolyn…

“For me, the most satisfying part of my job is the opportunity to build strong relationships with my clients and being able to put into action tax effective strategies that help my clients achieve their goals”.

When I’m not sitting in the “Accountant chair”, you will often find me in the kitchen baking for family and friends, I love seeing the joy on their faces as they taste the goodness. In fact at Christmas, I get many invites to many functions…although when they tell me that I have to bring the Sticky Date Pudding I often wonder who the invite is for?“

 

Contact Carolyn

[email protected]

02 9966 8188

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