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Jake Matheson

Accountant

Qualifications

  • Bachelor of Commerce, majoring in Accounting
  • Certified Practising Accountant (CPA) (studying)

    Experience

    • Been in the Accounting industry since June 2019
    • Briefly worked in the Insolvency & Liquidation industry

    Memberships & Professional Designations

    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