Breakaway Finance Group has a wealth of experience that will ensure your every need is catered for with a professional and dedicated service.
Breakaway Finance Group has an Australian Financial Services Licence (AFSL 410 525) and Australian Credit Licence (ACL 384 543)
Below is a list of the "Breakaway Team"
Mark is a qualified Financial Planner, Mortgage Broker and Real Estate Agent and holds the following licenses and qualifications:
Sue joined Breakaway Finance Group in 2009 and has previously worked as a Public Practice Accountant. Sue’s previous focus at Breakaway was the preparation of financial reports and tax returns for various entities, but now focuses on self-managed super funds preparing financials, tax returns and any other SMSF related matters. Sue’s future goal is to become an SMSF guru.
Sue holds the following qualifications:
Oscar has been working for Breakaway Finance Group for three years and has over 10 years’ prior experience in the food manufacturing industry. Oscar has worked in the Philippines, Papua New Guinea, Congo and the USA and designed and installed integrated computerised accounting systems using QuickBooks and MYOB.
Oscar handles the day to day accounting, bookkeeping, record keeping, BAS and payroll requirements for Breakaway Finance Group. He also manages the set up for SMSF, Custodian Company and trust deed set-up, processes SMSF funds transfers and coordinates with the AFSL external auditor and trust account auditor during conduct of external audits.
Oscar enjoys the family type atmosphere that Breakaway provides and his career goals are to obtain his CPA qualification and to be a registered tax agent.
Oscar holds the following qualifications:
Bethanny joined Breakaway in December 2013 after graduating from High School. Her previous work experience was in placements at the Animal Welfare league.
Bethanny is the face of Breakaway Finance Group, ready to greet our clients when they walk through the door. She also answers the phones and provides clerical support across all departments. Bethanny’s career goal is to become an accountant or a bookkeeper.
Bethanny holds the following qualifications: