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.
MEET OUR EXTRAORDINARY TEAM!
CLIENT SERVICES OFFICER
Vy works with AgilisCA as a Clients Services Officer, and assists with the ongoing needs of clients.
She is passionate about achieving great outcomes for all clients of AgilisCA, and contributes to the team with a strong motivation to achieve this.
CLIENT SERVICES COORDINATOR
Tania relocated from the Gold Coast to Brisbane in October 2018, and started her employment with Agilis CA in November 2018 as our Front Desk Receptionist / Client Services Coordinator.
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.
Her current role is to answer calls and assist client redirect client queries to the appropriate accountant, book appointments, lodge all tax returns, accounts payable, and general administration duties for Agilis and the team.
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.
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.
Daniel joined team Agilis in 2014 as a graduate accountant, after graduating from QUT in 2012 with a Bachelor of Business, majoring Accountancy (Finance minor) with Distinction. He is currently undertaking CPA courses to be a qualified accountant.
Since joining the firm, Daniel has been exposed to diverse 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.
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.
EXECUTIVE TAX MANAGER
Vinh graduated from the University of Queensland (Bachelor of Commerce, majoring in Accounting) at the end of 2017. Vinh has 18 months of experience in accounting and taxation advice. He is also currently studying to become a CA.
Apart from excelling in individual income tax returns, Vinh possesses good knowledge and experience in trust, partnership and company tax affairs for small and medium sized businesses.
Away from work, Vinh loves to travel, go to the gym and spend time with family and friends.
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.
CA BBus Dip Fin Planning
Not only does Jay appreciate the challenges of operating and managing Agilis, 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.
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. The same week she graduated, Abbey started working at Agilis CA.
Her role as Marketing Coordinator encompasses working on internal communications, content creation tasks including graphic design and copywriting, email marketing, event organisation, website editing and social media management.
Abbey’s role at Agilis CA allows her to put her learnings from university into practice, as well as refine her skills and gain new ones, as she is constantly learning and being challenged, which will help her grow as a marketing aspirant.
Gene joined AgilisCA in 2020 and is a Chartered Accountant with over 25 years’ experience in the industry.
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.
Outside of work, Gene enjoys spending time with his family and is an avid soccer supporter.
SMSF MANAGER AND FINANCIAL PLANNING
Brooke has worked alongside the AgilisCA team since mid-2016 delivering personal financial advice to many of our clients.
She has 17 years’ experience in financial services and funds management. Most of her career has been spent in the corporate sector with Colonial First State Investments distributing investments 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.
Possessing a sense of unwavering integrity in everything that she does fueled her to leave the corporate world and commence a career in financial advice that was 100% focused on delivering client centered outcomes.
Brooke currently manages $30 million is funds under advice, helping many of our SMSF trustees make better decisions around their investment strategies. She also provides ongoing services to clients in the lead up to retirement maximizing their savings by utilizing tax effective strategies.
Brooke is passionate about helping clients feel empowered and in control of their financial life and clients know Brooke is always working in their best interest.
She holds a Diploma in Financial Planning (Kaplan) and a Graduate Certificate in Applied Finance (QUT). Brooke is now working on obtaining her Master of Financial Planning and CIMA certification.
“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 • INTERMEDIATE ACCOUNTANT