DIRECTORS

Nicholas Moustacas - Director

Fellow Chartered Accountant
Authorised Representative of The Salisbury Group (#234886)
Bachelor of Commerce (Accounting), University of Wollongong
Advanced Diploma of Financial Planning

Nicholas Moustacas has been working in the Accounting profession since 1989. Nicholas 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.

Apart from being an active investor in property, shares and managed funds, Nicholas is also a registered Tax Agent, registered Company Auditor and a Justice of the Peace. Since 2005 Nicholas has been a regular speaker on tax structures and planning for property investors on behalf of ‘The Reno Kings’ in their Property to the Max seminars. The seminars are generally held in Brisbane and he is a guest speaker along with the founders Paul Eslick and Geoff Doidge.

In 2006, along with some other like minded investors, Nicholas 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 3500 and growing rapidly. Membership is free and provides a valuable resource for all investors.

Out of work Nicholas is a keen football supporter and a family man. He has pulled the boots back on to play over 35s soccer in 2008 and providing he remains injury free he has the full support of his wife. Nick enjoys a nice glass or two of red wine and spends much of his spare time researching property or playing with his 3 young daughters.

Maggie Ehnhuus, Director

Certified Financial Planner
Authorised Representative of The Salisbury Group (#238313) 
Bachelor of Science
Graduate Diploma in Business Administration (with Distinction)
Masters of Business (Management)
Diploma of Financial Planning

Maggie moved from a career in management to begin a new career in financial planning in October 2000. Over the next 5 years, Maggie’s experience includes positions as a financial planner with two of Australia's largest financial institutions and   working as a General Manager of a boutique financial planning practice as well as working as an adviser in that business.

In February 2005 Maggie started her own planning business. In October 2006 Nick and Maggie began SWM Financial Planning and Maggie brought her business under the new banner. With the new company in place Nick and Maggie work collaboratively with their clients to find optimum solutions.

Maggie is a member of the Financial Planning Association and is a Certified Financial Planner (CFP). As a CFP Maggie is required to undertake ongoing educational and professional development to ensure that she is fully aware of current industry information and is able to provide professional service to her clients.

STAFF MEMBERS

Cathy Chitty

Administration Manager

Cathy joined us as our Administration Manager in February 2007. You will probably liaise with Cathy as your initial point of contact when you contact our office. Apart from being Nicks personal assistant, Cathy is also 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 is married to David and has two sons which keep her very busy on the cricket and rugby side lines.

To chat to Cathy about making an appointment to see any of our staff or for any queries about SWM services please use our contact form.

Janis Eyles

Administration/Accounts

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 of 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.

To contact Janis about any ASIC questions or SWM services please use our contact form.

Stephanie Athanasopoulos

Financial Planning Administrator

Diploma of Business Studies
Bachelor of Business (Financial Planning), University of Technology Sydney

Stephanie has been a part of the SWM team since 2003. She began as our receptionist in and then trained in a Trainee Accountant role. After taking 2 years off to complete her studies, Stephanie returned to us as our Financial Planning Administrator and provides support to our Financial Planners. She is responsible for maintaining the client database and also works with the Accounting team providing administration support to our Accountants.

Stephanie now works with us on a part time basis while she is studying at the University of Sydney to become a High School Teacher in Business and Legal Studies which she will complete in 2009.

To warn Stephanie about the temperament of your teenagers or to enquire about our Financial Planning services please use our contact form.

Karen Unicomb

Accountant
Advanced Diploma In Accounting
Certificate IV Financial Services (Accounting)

Karen has been working for SWM since June 2004. She progressed from being our receptionist and administration officer to now one of our Accountants. Karen is near completion of a Bachelor of Commerce (Accounting) at Macquarie University.

Karen’s responsibilities include Individual, Company, Partnership, Trust & Superannuation Fund accounts and tax returns. She is also involved in many other aspects of our firm and is the one to turn to when you need to know something about SWM.

Our staff and clients know Karen for her outgoing and bubbly personality and fantastic accounting work.

Karen notes her most memorable moments were travelling all over Malaysia and Singapore.

To share your love for chilli crab or to ask Karen a question, please use our contact form.

Accountant

Khai has been apart of our Accounting team since February 2007 and has been working in the Accounting industry for the last 10 years. He is currently completing his Masters of Accounting part time with the Charles Sturt University which he will complete in 2009.

Khai is our superannuation expert and also responsible for the preparation of financial reports and taxation for individuals, trusts, company’s and superannuation funds.

Khai trained to be a Physics Teacher in Vietnam but resorted to the exciting world of Accounting once coming to Australia. Khai enjoys his weekends with his two boys and wife Oanh who makes the world’s best rice paper rolls.

To ask Khai for his wife’s secret ingredients or for any Superannuation or Accounting questions please use our contact form. 

Linda Tai

Accountant

Bachelor of Commerce majoring in Accountancy, Tarumanagara University Indonesia
Master of International Business, University of Wollongong
Master of Business Administration, University of Wollongong
Associate Member of CPA

Linda has been an Accountant at SWM since July 2006. She is responsible for the preparation of financial reports and taxation for individuals, trusts, companies and superannuation funds. Linda also has expertise in Fringe Benefit Tax and Payroll Tax and has developed skills in the preparation of budgeting, cash flow and consolidation. Linda has been working in the taxation and accounting environment for over 5 years and is currently near completion of her CPA.

Linda was also a volunteer for Salvation Army during her university years and was awarded twice for her achievement in her post graduate studies by university. Linda enjoys bushwalking and anything related to nature and wildlife. In her spare time you can find Linda bushwalking or in the lorikeet chatting club.

To join Linda in her lorikeet chatting club or to ask her any Accounting questions please use our contact form.
 

Tanya Stojcevski

Accountant

Advanced Diploma In Accounting
Certificate IV Financial Services (Finance / Mortgage Broking)

Tanya has been working in various area of accounting over the past 11 years. Having worked for medium sized firms prior to working for Deloitte one of the “Big 4” accounting firms, Tanya made the move into public practice and joined SWM in May 2006. Tanya’s responsibilities include Individual, Company, Partnership & Trust tax accounts and tax returns. Tanya also attends to clients leasing requirements.

Tanya notes her most memorable moments were when travelling around Australia, America and Europe and of course her wedding day in 2006. Tanya is interested in property and investments and is well known around the office for her mother-in-laws fantastic muznik (Macedonian cheese bread).

To share your travelling experiences or to ask Tanya a question, please use our contact form.