Breakaway

About Us

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)

Below is a list of the "Breakaway Team"

Mark Roberts - Director

Mark is a qualified Financial Planner, and Real Estate Agent and holds the following licenses and qualifications:


  • Diploma of Finance and Mortgage Broking Management.

  • MFAA - member / licence No 48575

  • Advance Diploma of Financial Services

  • Financial Services Licence (410525) - Authourised Representative No 326799

  • Certificate IV in Property Services (Real Estate)

  • QLD Real Estate Agent Licence - No 3236367

Sue Kwon - Accountant

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:



  • Master of Commerce

  • Chartered Practicing Accountant (CPA)


Oscar Babad - Accounts

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:



  • Bachelor of Science in Commerce majoring in Accounting

  • Certified Practising Accountant (CPA) – Currently completing








Bethanny Babad - Receptionist

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:




  • Certificate II in Business

  • Certificate I in Information Technology



HEAD OFFICE

Unit 1, 51 Township Drive Burleigh Heads QLD 4220



Telephone

1300 172 292 or
(07) 5520 6810



Fascimile

(07) 5677 0699

Email

andrea@bafg.com.au

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