Peter Walton
Peter has accumulated expertise over several decades in a number of fields:
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Accounting & Taxation
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Audit
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Financial Planning
As a Chartered Accountant, Registered Tax Agent, Registered Company Auditor and Associate Financial Planner (FPA), Peter searches for innovative solutions to provide the best outcomes. This includes consideration of structures, tax planning, compliance with regulatory requirements, asset protection and investment section. This unique combination of skills has provided great benefits to many clients over a long time.
And finally … GO PIES!
Evan Woodroffe
As a qualified CA, Evan works primarily with small to medium business owners to achieve positive outcomes for the business and themselves.
In recent years Evan has developed extensive experience with cloud based accounting software, especially Xero and now enjoys helping clients find time and cost saving solutions.
Outside of work, Evan loves trying a new IPA or spending time with his family.
Ricky Sun
Ricky has been working in the accounting industry for over 10 years, most of it around the Camberwell/Hawthorn area.
As a qualified CPA and registered tax agent, Ricky is passionate about tax and loves to solve complicated tax issues.
Outside of work Ricky is a dedicated runner, competing in several marathons and loves spending time with his family.
Aaron Hall
Aaron began his career in financial services as a Paraplanner, assisting with the development of strategies and implementation of advice.
Since completing his studies to become a licensed Financial Adviser, he has transitioned into an advising role where he assists clients to optimise their financial position.
Aaron loves watching footy, basketball and soccer and is always up for a chat about sport.
Danielle Jones
Danielle has eagerly embraced the joys and challenges of the accounting world since finishing her Bachelor of Accounting. She aids in the preparation of tax returns for individuals, companies, trusts and estates.
In her spare time, Danielle has an interest in sound engineering and is trying her best to learn French.
Cameron Davis
Recently stepping into the Paraplanner/Client Service Officer role in Zenith Planning, Cameron passionately continues to sharpen his financial planning industry experience and enjoys working with Zenith's financial advisors, helping clients achieve positive outcomes through assisting with the development and implementation of strategies and advice.
Cameron now sets his future sights on working towards becoming Zenith Planning's latest licensed Financial Adviser.
Outside of work, Cameron loves reading, playing/watching basketball and most importantly spending time with his partner, family and friends.
Jordan Peng
Jordan recently graduated with a Bachelor of Commerce, majoring in Accounting and Finance. As a Junior Accountant, he assist the team in the preparation of tax returns and compliance work for individuals, companies and trusts.
Outside of work, Jordan enjoys staying active at the gym, exploring Melbourne's food scene and following the AFL.
Maryam Belal
Maryam is currently completing a Bachelor of Accounting at Monash University, with a minor in Business Law. She enjoys being able to apply what she is learning into a professional environment and continuing to develop more practical accounting experience.
Maryam is someone who enjoys learning new things, taking on new challenges and building her knowledge across different areas of accounting.
Outside of work and university, She enjoys spending time with family and friends, trying new places to eat, and buying more books than she has time to read.
Solange Fernandez
Solange looks after ASIC compliance, incorporations and ATO registrations for our clients. With over over 20 years of experience in the accounting industry, Solange's knowledge and expertise are of great benefit to the team and our clients.
Solange is married, with a 5-year-old son and 2 furry kids (dogs).
Vasilo Karpathakis
Vas spent over 20 years working in the accounting profession, before leaving to start and raise a family. Seeking a change, she now enjoys working in office administration within the practice.
In her spare time, she savours travelling, spending time with her family and friends, walking and enjoying a good cup of coffee (preferably with cake!).
Vivien Wang
Vivien is qualified as a CPA in Australia and has a similar qualification in China. She also has the international qualification of a Certified Internal Auditor. Vivien spent several years at Arthur Andersen and Price Waterhouse Coopers (PWC) in Shanghai before migrating to Australia in 2005.
Since then she has managed a large number of statutory audits in accordance with the Corporations Act, audits of not-for-profit entities and SMSF audits in her capacity as a registered SMSF auditor. In the intervening years she also started a family and has a very active son!