Our Office

Coleman Advisory

 

(02) 4344 7114

 

admin@colemanadvisory.com.au

 

1/234 West Street

     Umina Beach NSW 2257

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Our Team

Gregory Coleman

Greg Coleman

Principal

Greg has been practicing as a tax accountant for over 30 years. In recent times Greg has used this experience to transition to a business advisory role and has helped his advisory clients increase their bottom line and grow their personal wealth in a tax effective manner.

Nathan Bapty

Nathan

Senior Client Manager

Nathan looks after our clients by servicing them in all areas of taxation advice and business advisory services. He conducts most of our client face to face meetings and can assist you with business mentoring, strategic planning, software selection, tax planning and structuring advice. His role is to review all our team’s work and check it for quality and accuracy.

Lina Massa

Lina

Senior Client Manager

Lina looks after our clients by servicing them in all areas of taxation advice and business advisory services. She conducts most of our client face to face meetings and can assist you with business mentoring, strategic planning, software selection, tax planning and structuring advice. Her role is to review all our team’s work and check it for quality and accuracy.

Gillian Day

Gillian

Workflow Manager

Gillian sits on reception. Gillian ensures the smooth running of the office and manages the flow of client work in and out of the office. She will also liaise with the ATO on the client’s behalf in relation to lodgement extensions and tax debt payment arrangements.

Darcy Coleman

Darcy

Intermediate Accountant

Darcy is our Intermediate Accountant. Darcy is responsible for undertaking preparation, review and analysis of financial statements and taxation requirements. This includes, bookkeeping, tax preparation for individuals partnerships, trusts and companies. He also specialises in Self-Managed Super Fund administration.

Roumelia Apaya

Roumelia

Senior Accountant

Roumelia is our Senior Accountant and is based offshore. She is a degree-qualified accountant with over 10 years of experience. She is responsible for undertaking all accounting activities, including the preparation, review and analysis of financial statements and taxation requirements. She has a high level of bookkeeping and taxation skills and knowledge.

Julius Alejandro

Julius

Senior Accountant

Julius is our Senior Accountant and is based offshore. He is a degree-qualified accountant with over 5 years of experience and is responsible for undertaking all accounting activities, including the preparation, review, and analysis of financial statements and taxation requirements. He has a high level of bookkeeping and Self Managed Super Fund administration skills and knowledge.

 

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