Profile Photo - Brian Rafton
Alellie Khay David

Accountant

Qualifications

  • Certified Public Accountant (Philippines)
  • Currently pursuing Chartered Accountants Australia and New Zealand certification
  • Bachelor of Science in Management Accounting (Graduate, Philippines)
  • Bachelor of Science in Accountancy (Graduate, Philippines)

    Experience

    • Over 10 years of experience as an accountant, including nearly 4 years working with Australian clients
    • Proficient in Xero, APS, Reckon, Sage, Dext, MYOB, and other accounting tools
    • Former accounting professor in the Philippines

    Key person protection

    Ownership protection

    Employee protection

    Working with our planners

    Engagement process

    Cashflow management

    Debt management

    Wealth management

    Personal risk management

    Retirement readiness

    Estate planning

    Our Philosophy

    Our History

    Our Solutions

    Community

    Awards