Connie joined Arthur Roe & Associates in 2011. In 1993, Connie gained her Bachelor of Commerce (Majoring in Accounting) at Swinburne University. In 1997 she achieved her CPA Certification and in 2003, her Graduate Diploma in Financial Planning – Securities Institute.
Connie specialises in Business Services, Tax and Payroll services for small and medium businesses, including wholesalers, rental property operations, investment entities, personal services businesses, payroll services and Self-Managed Superannuation Funds.
Jackson joined Arthur Roe & Associates in 2016. In 2004, Jackson completed his Bachelor of Science (Bioinformatics) with the University of Sydney. In 2009, he went on to complete his Masters of Professional Accounting & Masters of Business Administration with James Cook University, and in 2013 gained his ICCA Qualification.
A bursary winner for his entire MBA/MPA degree, Jackson specialises in Tax and Business Services.
Eileen & Sally
Eileen joined Arthur Roe & Associates since 2013. In 2008, Eileen completed her Bachelor of Commerce (Majoring in Accounting and Finance) degree at The University of Melbourne, gaining her CPA Certification in 2013.
Eileen specialises in Business Services and Taxation for all entities including individuals, companies, trusts and SMSFs, Payroll and Bookkeeping and has over eight years experience in the industry.
Sally joined Arthur Roe & Associates in 2016. In 2010, Sally completed her Bachelor of Commerce (major in Accounting and Finance) at the University of Melbourne, and went on to complete her Chartered Accountant certification in 2013, and Diploma of Financial Planning (RG146) with Kaplan Professional in 2016.
Prior to joining Arthur Roe & Associates, Sally had over 5 year experience working in a Chartered Accountancy practice, servicing clients in various industries.
Over the years, Sally has developed a systematic understanding of the Australian tax system. She specialises in Taxation and Business Services for Company, Trust, Self-managed Superannuation Fund and High Net Worth individuals.
David, Phil & Sam
David joined Arthur Roe & Associates in 2008 as part of RMIT’s co-operative workplace initiative and after completing his degree with RMIT University was offered a full time position within the firm.
David has his Advanced Diploma of Accounting through RMIT Tafe, his Bachelor of Business (Accounting Major) through RMIT University and in December 2012 completed the Chartered Accounting Program (CA) through the Institute of Chartered Accounts.
David specialises in Taxation for individuals, Trusts, Companies and Self Managed Superannuation funds.
Philip joined Arthur Roe and Associates in February 2010 as part of RMIT’s co-operative workplace initiative. After Graduating from RMIT University with a Bachelor of Business (Professional Accountancy) in November 2011, Phil was offered a full time position within the firm.
Phil specialises in the areas of Taxation, Audit, Bookkeeping and other service areas of the practice.
Samuel joined Arthur Roe & Associates in August 2016 as an Accounting graduate. Samuel graduated with a Bachelor of Accounting (Management Major) from La Trobe University in June 2016.
Samuel specialises in the areas of Taxation, Audit, Bookkeeping and other service areas of the practice.