The Business and Wealth Collective is a team of accountants and financial planners who focus on achieving our clients why through goal setting. Our collective offers a holistic approach to business and wealth.
Zac grew up in rural New South Wales in the Southern Highlands and Berrigan shire. He undertook and completed a Bachelor of Accounting at the University of South Australia in 2015. He then went on to complete a Bachelor of Business (Financial Planning) at the Royal Melbourne Institute of Technology (RMIT) University in 2016. Zac holds his public practice certificate and is an ATMA member. Zac is HA’s registered tax agent and at the time of obtaining also the youngest registered tax agent in Australia. Zac started his career in an accounting firm in Cobram as a lead Self-Managed Super Fund audit specialist and tax compliance client manager. His career in accounting was then rejuvenated upon moving to Albury in 2014 and began work at a local firm as an Accountant and Superfund specialist before forming HA Accounting to better service his clients. He has a big passion for financial planning and tax strategy. He enjoys helping clients of the HA Accounting family understand their tax obligations and stratergise their financial and taxation affairs to meet compliance obligations and financial goals. If Zac isnt busy helping clients or on the phone he is an avid traveler and hockey player.
Laura is our Tax Manager and works from our Tocumwal office. She has 15 years’ experience in Accounting, Tax Compliance and Self Managed Super Funds. Laura loves meeting new clients and working with them to achive their goals. She has extensive experinec in Tax Returns for not only individuals but also Business’ and Self Managed Super Funds this includes making sure everyone is staying compliant. Her role also includes Payroll, Bas, PAYG, IAS, Tax Planning. Laura is also a mother and gradmother and loves the outdoors. When she is not at work she loves spending her time with her family and freinds relaxing and travelling.
Natalie has over 20 years experience in taxation & financial services industry. She brings a vast range of experience to the team and works with the team to ensure the Lavington office and all our clients are looked after. Natalie is our Financial planning company’s practice administrator & a Director who is there to help our clients who sit across The BWC. Natalie is excited to meet our clients in the Lavington area and work with those who are limitless clients. Natalie is also a mother and loves to spend her spare time with her friends and family.
Regan is one of our Accountant and Tax Return Specialist, she is our clients first point of call for Bookkeeping and BAS work. She is also our Xero queen. She is currently working towards obtaining a Bachelor of Accounting at Charles Sturt University. Regan has a passion for small business and numbers and is now working alongside the team to further her accounting and financial planning knowlege. Regan is working from our Lavington office on Tuesday-Thursday. When Regan is not a work she enjoys spending at Maui Thai training and with her partner and family.
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