Principal

Carlos specialises in taxation, superannuation, business services and corporate governance and has over 30 years experience providing advice to leading Australian Companies( including listed on the ASX), superannuation funds and small to medium private businesses.

His experience is acknowledged by having lectured in professional development courses for the Australian Society of Certified Practicing Accountants and Securities Institute of Australia.

Carlos is also a Chartered Company Secretary providing secretarial services to an Australian ASX listed company and unlisted small to medium private companies.

Director: Capital Financial Advisers Pty Ltd, AFS Licence Number 253275

Qualifications & memberships

Bachelor of Commerce University of Queensland

Graduate Diploma Advanced Accounting Queensland University of Technology

Graduate Diploma Applied Finance and Investments Securities Institute of Australia

Graduate Certificate Financial Planning  Securities Institute of Australia

Graduate Diploma Corporate Governance Chartered Secretaries Australia

Registered Tax Agent

Fellow Institute of Chartered Accountants

Fellow Financial Services Institute of Australia

Fellow Chartered Secretaries Australia

Fellow The Institute of Chartered Secretaries and Administrators

Fellow of the Taxation Institute of Australia

CTA

CPA

NTAA

Languages

Spanish (fluent)

Italian

French

Sandra Enchelmaier

Accountant

Sandra specialises in taxation, accounting and superannuation administration for self managed superannuation funds and has over eight year experience in the accounting profession.

Qualifications & memberships

Bachelor of Business (Professional Accounting) Queensland University of Technology

CPA

CTA

Languages

German

Kerrie Fernicola

Manager Administration

Kerrie is responsible for the administration of our office.

Qualifications & memberships

Bachelor of Arts

Graduate Diploma Education

Diploma Financial Planning