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In 2008 she broadened her knowledge and expertise to become a qualified Financial Planner completing the Diploma of Financial Services (Financial Planning). She is an authorized representative of the Magnitude Group.
Following the birth of her children Monica has returned to work and focused on provided Financial Planning to clients, including planning, investments, superannuation and insurance advice.
In early 2007 she was issued a Certificate of Public Practice and also became a Registered Tax Agent. She is also a Justice of the Peace.
Prior to working in public practice Mandy worked in both small business operations and also multi national companies, giving her a great deal of experience and knowledge in how businesses of varying sizes run, and the problems that can be encountered. She also has experience in staff training, audit, budgeting and many other aspects of business management.
David’s experience in public practice has included a mix of audit, income tax, accounting and secretarial services, staff training and management consulting (treasury management and international transfer pricing).
David’s time in industry was with a multi-national wine and spirits company and his role as a financial accountant included a broad range of financial and management responsibilities.
Since re-joining Public Practice in 2001, David’s focus has been to assist clients with their compliance responsibilities and to help where possible with business development.
He worked in the commercial accounting field from 1976 until 1988 and during this time was the commercial manager of a number of companies. He gained invaluable experience in both the accountancy and managerial aspects of business before commencing in public practice.
He owned and operated his own tax and business services practice from 1984 until 1999 specialising in small business enterprises.
He was a registered tax agent from 1984 to 2000.
She attained her Bachelor of Commerce (Accounting) degree from Macquarie University in 2002 and was admitted as a member of the Institute of Chartered Accountants in 2005.
Prior to joining Mtwo Accounting partners in 2009, Rebecca worked over in the UK in a variety of different commercial accounting roles in industries including online retailing, professional services and finance.
Since returning back to Australia, she has developed a keen interest in business structures and valuations as well as superannuation structures.
In 2010 Tanya completed her first year of university in Bachelor of Commerce (Accounting) through Charles Sturt University.
After previously working for another tax agent and starting her employment at Mtwo, Tanya has built on her knowledge and capabilities in preparing BAS’ tax returns for individuals, small business and companies.
Tanya is looking forward to becoming a confident, qualified accountant through working at Mtwo, University and to one day be a member with the Institute of Chartered Accountants.
She started employment as a Cash Flow Officer for Australia Post in head office in 1987.
She completed her Associate Diploma in Accounting in 1994.
After having children, she later returned to the workforce in 2003 with MTWO Accounting Partners
She has been with Mtwo Accounting Partners since leaving the healthcare sector in 2005.