WHO WE ARE
Challenging ourselves to bring new and original ways of thinking to our work
SOLUTION FOCUSED ACCOUNTING
Some businesses think that getting the help of their local accountant is all they need, but we are not just your nearby street corner accountant, we are so much more.
Not every accountancy firm can offer you the experience and knowledge we can, or the diversity of skills and global exposure, or the invaluable business advisory service we do.
We do even need to be based in the same city as you to work together, because our technology allows us to assist you no matter how geographically distant or remote you are. In fact, we have many clients based in regional areas and in mining towns.
Our clients come to us from all walks of life and industries, which means we have proven experience tackling all sorts of situations. We work with all scales of businesses, from sole traders, to mum’n’dad businesses, through to companies with a net worth in the range of $25 million.
Our client list ranges from medical professionals, to tradespeople, mining executives and owners, IT professionals, media and communications, property investors, developers and mortgage consultants – and that’s only getting started. So you see, we are multi-faceted, our clients’ cases are diverse, and what we offer is invaluable.
We help you with accounting and advice at every phase of your business journey. We are CPA-qualified and Chartered Accountants. From business start up to business close down, business strengthen and expand, to steady growth and staying on top, the ultimate end goal is that we help make your life easier and financially happier.
The Agilis Core Values
MEET OUR EXTRAORDINARY TEAM!
Nathan works as Agilis CA’s official Business Host; director of first impressions. He helps maintain a positive company experience for ex, current and potential Agilis CA clients, and is their main point of contact. Nathan is available for contact via face-to-face communication, over the phone or through electronic communication such as email.
Nathan has worked in customer service for a number of years, and joined the Agilis CA team in 2021.
CLIENT EXCELLENCE COORDINATOR
Tania joined the Agilis CA team in 2018, and is our Client Excellence Coordinator; maintaining an excellent relationship with both our clients and professional team, to enhance their Agilis experience. She provides administration support, conducts workflow operations and schedules, and makes client appointments, as well as any other projects that arise that will boost team productivity.
Tania brings with her a wealth of administration knowledge within the accounting industry, as she has 10 years’ experience working in an accounting practice prior to commencing her employment at Agilis CA.
CLIENT SERVICES COORDINATOR
Jessie is Agilis’s Client Services Coordinator, where she works alongside our accountants and clients to gather and prepare source documents, follows up on client queries, database updates, and does client collations – providing an extra level of support to our Client Excellence Coordinator and Business Host.
Jessie has spent the last 10 years working in hospitality, which has equipped her with customer service skills. She joined the Agilis CA team in 2021.
Gene joined Agilis CA in 2020 and is a Chartered Accountant with over 28 years’ experience in the industry, having worked both in Australia and New Zealand.
He has developed a strong reputation for strategizing and planning for business success, coupled with a firm desire to achieve business growth for his clients.
Gene has extensive experience working with clients across a diverse range of industries, including retail, manufacturing, construction and development, medical, professional services, tourism and hospitality, growth entrepreneurial businesses, private enterprise and wealth investors.
SMSF MANAGER & SPECIAL PROJECTS
Brooke has worked alongside the Agilis team since mid-2016, and prior to this has 17 years’ experience in financial services and funds management, with most of her career having been spent in the corporate sector with Colonial First State Investments; distributing investment products and strategies to Financial Advisers throughout QLD.
Brooke attributes her experience during the Global Financial Crisis as a career defining moment that fueled her passion for helping people better understand investment risk.
Brooke is passionate about helping clients feel empowered and in control of their finances, and she always works in the clients’ best interest.
Brooke holds a Diploma in Financial Planning (Kaplan) and a Graduate Certificate in Applied Finance (QUT).
Daniel joined team Agilis in 2014 as a graduate accountant, after graduating from QUT in 2012 with a Bachelor of Business, majoring in Accountancy and a minor in Finance, with Distinction.
He is currently undertaking CPA courses to be a qualified Chartered Accountant, and has received his Tax Agent registration.
Since joining the firm, Daniel has been exposed to diverse range of clients, ranging from high-net-wealth individuals to small-to-medium sized businesses with direct guidance from seniors/partners, which has helped him broaden both his technical and soft skills.
Jason enjoys preparing individual, trust and company tax returns for clients. Through great experience preparing tax returns, it has helped Jason have a deep understanding of taxation rules. As a result, he can apply relevant information to specific client case to ensure maximum tax benefit for them.
Born and raised in China, Jason moved to Brisbane for study in 2010. He graduated from Queensland University of Technology in 2009 with a Bachelor of Business, majoring in Accountancy. He then completed a Master of Commerce at the University of Queensland, majoring in Applied Finance in 2013.
Jason is also in charge of Agilis CA’s workflow operations.
Nishan enjoys reporting financial transactions accurately based on correct theory and using accounting software programs like BankLink, Xero and MYOB.
He thrives on using the data from these programs to prepare Business Activity Statements (BAS) and Financial Statements.
With the skills to prepare individual, trust and company tax returns, Nishan thoroughly applies proper taxation rules and uses relevant information and understanding for each and every client scenario.
Nishan also manages an entire offshore team of Agilis Financial Accountants.
EXECUTIVE TAX ACCOUNTANT
Rajiv graduated from Griffith University in June 2016, attaining a Bachelor of Commerce majoring in Accounting and Economics. He began an Internship at Agilis CA in October 2020, before being offered a full-time position at the firm in January 2021.
As an Agilis CA Executive Tax Accountant, Rajiv specialises in individual, trust, partnership, and small business company tax affairs.
Anna joined Agilis in 2017 with over 2 years experience in both accounting and law practices across Brisbane.
As a forward thinker with great attention to detail, she ensures that her clients receive a great outcome on all matters.
Since joining the firm, Anna has taken on responsibilities across a wide range of clients, focusing on individual returns and other complex tax matters which will enable her to grow with Agilis and increase her client base.
Anna is currently undertaking CPA units.
Vidya joined team Agilis in 2021, hailing from Trinidad and Tobago in the Caribbean. She started her career as an auditor working for PwC, and Atlantic LNG in Trinidad.
She first moved to Australia in 2006, and in 2010 accompanied her partner on an opportunity in Texas where she completed her CPA accreditation.
After taking time to nurture her family, Vidya returned to work in 2018 focusing on Individual Tax Returns.
With her roots as an auditor, Vidya has a keen eye for detail which makes her an ideal fit for our professional individual returns team – providing support to our Executive Tax Accountant.
Abbey graduated from Griffith University in 2021, attaining a Bachelor of Business majoring in Marketing, and a Bachelor of International Tourism and Hotel Management majoring in Tourism Management.
Her role as Marketing Coordinator encompasses working on internal communications, content creation tasks including graphic design and copywriting, email marketing, event organization, website editing and social media management.
CA BBus Dip Fin Planning
Not only does Jay appreciate the challenges of operating and managing Agilis, but he also enjoys providing suitable advice to clients and seeing them succeed in their businesses and personal lives.
Jay provides business structure and advice, ongoing business management, business improvement and cash flow analysis, superannuation and structure advice, and research and development advice.
He is passionate about making the Agilis office an enjoyable, positive and motivational space for all employees and clients.
12 years of experience in the banking sector and managing her own business has helped Vj understand clients’ business and financial needs, and the importance of deadlines.
Vj is a qualified and registered broker here to assist with all your finance needs.
She thrives on Agilis’ diverse cultural workplace, and believes it equips her with all the communication skills required to deal with various businesses in vast locations.
Vj is also the Agilis CA HR Resource and Practice Manager, handling staffing requirements.
“Agilis is a firm that genuinely works for the betterment of clients and provides recognition to its employees when they work hard. Working with Agilis also means more diverse job experiences, challenging opportunities and responsibilities, a high level of team spirit towards achieving goals, good cooperation between management and fellow staff members, and on-the-job training”
NISHAN FERNANDO • VIRTUAL CHIEF FINANCIAL OFFICER