We aim to assist clients establish the appropriate investment structure for their individual needs, by providing “real time” advice with quality service. Strategic Wealth can assist with:
We specialise in corporate and individual restructures including :
We prefer to “value add” with an advisory role rather than that of just a tax accountant. We pride ourselves on being up to date with investment structures, trust law and capital gains tax. We have close working relationships with Sydney’s best tax specialists. We provide “Real Value” Financial planning, with no hidden fees or commissions, and full disclosure is provided. We apply our tax knowledge to all of the financial plans we produce. We are also tax experts and apply our tax expertise in the construction of your financial plan, providing you with the best solution to your wealth creation strategy.
Meet our great team at Strategic Wealth Management
Fellow Chartered Accountant | Bachelor of Commerce | Authorised Representative of Executive Wealth Management (#234886) | Diploma of Financial Planning | SPAA SMSF Specialist Advisor | r | Chartered Tax Adviser | ASIC Registered SMSF Auditor
Nicholas has been working in the Accounting profession since 1989. He began his career in a 4 Partner Chartered Accounting Practice where he remained up until 1994. He then established RM Chartered Accountants based in Wollongong in 1995 and built the practice up to 7 staff. In 1998 the firm achieved the NSW Best Small Practice Award from the Institute of Chartered Accountants.
In 2002 he moved back to Sydney and established Strategic Wealth Management in Sydney’s CBD. He identified a large deficiency between a mainstream accounting practice and a tax/financial adviser. Nick then spent much of his time researching & educating himself on various types of investment structures including trusts and SMSF’s.
From 2005-2011, Nick was often called on to present as a speaker on tax structures, SMSF’s and tax planning for property investors on behalf of various property education groups. He was also a regular speaker for “The Reno Kings” in their Property to the Max seminars and has been interviewed for articles in API and SMSF.
In 2006, along with some other like minded investors, Nick became a founding director and contributed to the establishment of an online forum and education portal for investors www.invested.com.au. At the time of writing, membership was in excess of 12,000 people and continuing to grow steadily. Membership is free and provides a valuable resource for all investors.
Strategic Wealth Management has evolved into a firm of Specialists in the area of SMSF’s. Nick has built a strong team around him that understand the ever changing superannuation laws. Nick specialises in the structuring of a fund ensuring that investments & insurances are optimised in a tax effective manner. SWM has assisted clients to borrow through super for property purchases using Bare Trusts or Unit Trusts.
Strategic Wealth Management also undertakes in excess of 100 SMSF audits on behalf of other Accounting firms. To do this Nick has to ensure that education, compliance and confidentiality is maintained at the highest standard with all of his staff. The professional staff attend external training courses on a regular basis to stay up to date in this field.
Nick has the added benefit of being a financial planner as well as a Chartered Accountant. This gives him a significant advantage over an adviser who may fall into one category but not the other. Nick can assess your financial position, your investments or insurance requirements in an impartial manner without being concerned that he will try and sell you a financial product for the sake of receiving a commission.
Outside of work, Nick has 3 growing daughters which keep him on his toes. Nick follows most major sports and is a family man. He enjoys playing tennis and the occasional game of soccer. He enjoys spending time with friends and family and you will never leave Nick’s place with an empty stomach. Pepper crusted scotch fillet is his specialty on the BBQ as well as traditional Greek souvlaki with haloumi cheese which matches nicely with a glass of red wine to complete the feast.
Janis joined us in 2005 and works with our Administration team. Janis manages our ASIC corporate registers as well being our in-house bookkeeper and is responsible for the maintenance of our debtors ledger. Janis also maintains our database, pays our accounts and assists with the maintenance of our computer systems. She is involved in a variety of administration procedures and will also set up trusts, superfund’s and company structure.
Janis moved to Australia from USA with her Aussie husband and two children. She is also a fully trained physiotherapist and admits to enjoying a fine glass of red.
Cathy joined us as our Administration Manager in February 2007. You will probably liaise with Cathy or Jemma as your initial point of contact when you contact our office.
Cathy is responsible for all administration procedures including lodgment of tax returns, set up of trusts, superfunds and company structures and an endless list of other tasks.
Cathy has completed a Diploma of Accounting.
She enjoys being with her family and catching up with friends and going to the movies when she has the opportunity.
Jemma joined us in November 2017 as our receptionist with 2 years of accounting administration experience.
Jemma works along-side Cathy & Janis assisting with ASIC Company Registers, Tax Return Lodging, client updates and invoicing.
When Jemma isn’t at work you will find her at the beach with friends or down the South Coast visiting family.
Bachelor of Business (Accounting), University of Technology Sydney
Martina joined the team at SWM in April 2009. With over 20 years experience in the accounting profession she has worked with a variety of small to medium sized businesses in various industries helping them to not only meet their tax obligations but grow and develop their businesses.
Martina is responsible for the preparation of financial reports and taxation returns for individuals, trusts, companies and superannuation funds. Martina holds a senior position in the firm and assists Nick in dealing with complex taxation matters.
In her spare time you might find Martina cooking up a storm in the kitchen, chasing a tennis ball around the court, painting (pictures, not walls!) or undertaking some other creative exploit that doesn’t involve number crunching.
Ask for a copy of her killer chocolate almond mud cake recipe, or to discuss any accounting, tax or superannuation matter with Martina.
Bachelor of Mathematics, Nanjing Institute of Meteorology | Master of Accounting, Macquarie University, NSW, Australia | Microsoft Certified Professional, System Engineer, and Database Administrator (MCP,MCSE & MCDBA)
Seven joined our team at SWM in Oct 2009. He is responsible for preparation of financial reports and tax returns for individuals, trusts, companies and superannuation funds. Seven came from main land China in 2004 to study for his masters degree. After completion of his masters degree and all segments of his CPA in 2007, he has worked as a public accountant. Seven has also completed his Diploma of Financial Planning in 2012.
Seven enjoys jazz or bossa nova, which is his background music during dinner every night. Cooking and badminton are his favourite activities. Particularly, he likes to cook spicy dishes with attractive color and wonderful taste.
Bachelor of Business (Accounting), University of Technology, Sydney
Janet Joined our team in March 2011. Janet has many years experience working
as an accountant in both public practice and commerce. Janet has had experience in
a wide range of business envoirnments assisting clients with their taxation and reporting
Janet is responsible for preparing financial reports and taxation returns for
individuals, partnerships, trusts, companies and superannuation funds.
Janet is married to Bruce and they have one son who keeps them very busy with his social and sporting engagements which include soccer and tai kwon do. Janet enjoys cooking, eating out, travelling, going to the gym and a good glass or two of wine.
Advanced Diploma (Accounting), TAFE
Bachelor of Business (Accounting), University of Technology Sydney (undergoing)
Jessica joined the team of Strategic Wealth Management in November 2017.
Her experience spans over 5 years in the accounting industry.
Prior to joining SWM, Jessica joined a national chartered accounting firm as a bookkeeper and demonstrated qualities that made her quickly rise to the role of Accountant.
Jessica is in the final stages of completing her Bachelor of Business and is proud to now be a part of the team at Strategic Wealth Management. She always likes to go the extra mile to help clients achieve their goals and her focus as team player is instrumental to the firm.
In her spare time (when not working full time and studying part time!) she enjoys going to the gym, trying different restaurants, cooking up dishes from her native Colombia and taking her dog Lucky (an American Staffy) for long walks.
Bachelor of Business (Accounting & Finance), University of Technology Sydney
Josie joined our team in December 2017
Josie has been working in the field of accounting for over 4 years with experience in both Forensic Accounting and Taxation. She is currently on her way towards completing her CPA.
Josie enjoys listening to a wide range of Music and will occasionally use her 18 years of piano experience to play a piece or two.
Josie has a weakness for shopping and will often be found at the shops buying shoes and handbags. Josie is an active person who loves going to the gym and going on outdoor adventures.
Bachelor of Commerce – Professional Accounting, Macquarie University
Cathy welcomed her second child, Rachel in to the world in 2018 and has recently returned from maternity leave. Cathy joined our team at SWM in September 2009. She is responsible for the preparation of financial reports and taxation for individuals, trusts, companies and superannuation funds.
Cathy has been working in the taxation and accounting environment for over 7 years and completed her CPA certificate in 2016.
Cathy is an active person. Despite chasing after Carson, she loves attending yoga and dancing class. Sometimes, she enjoys baking some cupcakes and cookies and bring in to the office. You may find her in the gym or around the park in her spare time.
Bachelor of Commerce (Accounting)- University of Western Sydney
Gavin joined the team at Strategic Wealth Management in December 2018.
He has been working in the Accounting profession since gaining his degree in 2002.
Gavin started his career working in a 4-partner firm in St Leonards Sydney before moving to a larger chartered accounting firm in North Sydney. After 9 years in North Sydney Gavin expanded his experience by moving to Edgecliff to work for a financial financial services company where he managed the financial affairs for clients in the medical industry.
Gavin is a Member of Chartered Accountants Australia and New Zealand. He also has a certificate of Finance and Mortgage Broking and is a registered tax agent.
Gavin is responsible for the preparation of financial reports and taxation returns for individuals, trusts, companies and superannuation funds.
Gavin is married with 3 girls and enjoys surfing at his local breaks. He loves entertaining friends and family around the BBQ and has great support from his family
Bachelor of Arts, Nanjing University of Science and Technology
MBA majoring in professional accounting, University of Technology Sydney
Reina joined SWM in February 2020. Reina started her accounting career in an accounting firm in Alexandria in 2011 and she worked there for five years. She then worked three years for a Chartered Accounting firm in North Sydney. Reina is currently doing her last CPA course so hopefully she will become a CPA full member in May 2020.
In her spare time Reina enjoys watching movies, listening to music and cooking, these interests are being interrupted at the moment as her super energetic son has reached school age and he's full on creating new situations everyday.
Sharlyn Mae Bacalso
Sharlyn joined the SWM team last March 2020. Prior to being an accountant, she was an external auditor in one of the big four firms in the Philippines for almost six years handling overseas accounts (Singapore, Hong Kong, Australia). She joined as an accountant in another Australian firm for two years before joining the SWM team.
Sharlyn loves to travel and take vacations especially when there’s a nice beach in it.
During weekends, she loves to bond with her two daughters and catch-up with her television series and movies.
BCom, GradDipFP, CFP
Jasmine loves the work she does for clients in holistic and strategic financial planning. She has worked in the financial planning industry since 2004 and became a Certified Financial Planner (CFP) in 2009. She completed a Bachelor of Commerce at UNSW, Graduate Diploma in Financial Planning at Kaplan as well as completing additional specialised studies at Kaplan over the years in Derivatives, Securities and Self Managed Superannuation Funds. Her former workplaces include BT Financial Group (6+ years), Shadforth Financial Group (3+ years) and Beresfords Financial Planning (3+ years).
Jasmine is an Authorised Representative operating under the AFS licence of Executive Wealth Management Financial Services Pty Ltd. Some of the areas she will be able to help you include:
Financial Planning strategies, superannuation, retirement planning, wealth creation and investment, Accredited aged care financial advice, Centrelink entitlements, personal risk insurance, transition to retirement strategies, tax effective investment strategies and cashflow/budgeting/money management. If you are seeking guidance on which investment strategy would be best for you, she has the strategic advice and cashflow modelling and projection tools to demonstrate the answer to you!
Jasmine's passion to provide financial advice all began after witnessing her parents go through a bad financial investment experience when she was young. She initially studied to learn solutions for them, but thereafter loved the personal reward and satisfaction that came with giving quality financial advice to lots of Australian families who appreciate guidance, support, technical expertise and attention to detail. She always goes the extra mile to ensure that all financial topics are explored to increase value to her clients, and has a strong internal moral compass in looking after the best interests of each of her clients. Rest assured that she will provide quality financial advice to you as if you were her own family or friends!
When not in the office, Jasmine enjoys spending time with her husband Arnaud, 2 young children, and her extended family and friends. . She is often on the sidelines of the soccer field watching her 2 sons play, or playing music together with them.
Financial Planning Administration
Tammy joined the team of Strategic Wealth Management as the Financial Planning Assistant in May 2019.
Tammy is in the final semester of completing her Bachelor of Commerce in Accounting and Finance. Joining the growing financial planning team at SWM, Tammy is excited to explore a new financial area and to assist the team in helping clients with their financial goals.
In her spare time, she enjoys watching movies and food series, cooking dishes from all over the world and doing some bush-walk.
Financial Planning Administration
Lucia joined the team at Strategic Wealth Management as the Financial Planning Assistant in December 2019.
Lucia is in her third year of Bachelor of Actuarial Studies and Commerce, majoring in finance. Lucia is excited to work in a new financial services area and to assist the team in managing clients’ finances and reach their goals.
In her spare time, she spends most of her time watching movies or playing tennis.
Diploma of Financial Planning
In August 2020, Christy joined the Strategic Wealth Management Financial Planning team to assist with the creation of comprehensive and compliant advice documents for our clients.
Christy enjoys helping others and will work closely with our Advisers to find solutions and provide tangible strategies to help you meet your wealth goals.
She has over 15 years experience in the industry assisting Advisers in the areas of Wealth creation and Protection and believes that tailored, goals focused advice is a sure way to a successful strategy.
A busy mum of three, if she’s not working or studying an online course, and the sun is shining, Christy will take the opportunity to get out for a bush-walk with the dog or a paddle on the Stand Up Paddleboard.