Our Values | Our People - Eden Wealth Accountants





		Our Values \| Our People

How To Use Our Tax Service Our Values \| Our People Six Figures Alliance CXC Global Alliance King Financial Group Alliance Careers Contact Us Have you subscribed to the EDEN Wealth Report? What our clients have to say ... "Living a very hectic life, it is difficult to find the time to address the many challenging financial management issues we face. Eden Wealth Management have taken this very important activity in our life and made it simple, easy and exciting. The initial consultation process was time consuming but the ultimate objective and vision was made very clear for us to understand. Now the set up phase is complete, I can confidently say we are in a far better financial position than we were without EWM, both from a structure and a financial perspective. The best part about the journey to date has been firstly the enjoyment in working with such an amazing team and secondly growing and learning better ways to structure our wealth."		Our Values \| Our People Eden Wealth Accountants employs the many principles and strategies it advises clients to adopt because we see they make a difference. You will hear us time and time again talk about people, process, and technology because they are the key ingredients that will lead to success as individuals and as business owners. The methodical approach we use in these areas to make a difference is where our clients see the value being added. We think differently - we act - we grow - we think differently again. We also adopt a core set of values within the team: Grow and empower people - From our colleagues and staff to clients, people are the most important and this is reflected in our service and culture. Serious, but not stuffy - Our work in dealing with tax and regulations must be treated with diligence and accuracy - it's important. But we don't think more highly of ourselves than we should, and we try to have a personality - it helps. Solutions focus - innovation - If you have an issue we won't just give you the standard answer, we will search hard and 'outside the box' for a more favourable and strategic solution. Integrity, quality and self-discipline - Our credibility is vitally important in the industry. We firmly believe in acting with integrity and making good choices. That means not walking along the 'bleeding edge' of tax avoidance and not taking shortcuts. Customer service - We recognise our existence in business is nothing without effectively serving our clients. Our clients are looking for solutions, advice and innovation in the areas of expertise that we are being paid. We also believe service involves leadership and influence. Jason Pater FCA, Wealth Accountant Jason is a Chartered Accountant with over 18 years experience. Having worked for a number of leading accounting firms, and in running his own practice, Jason has helped turn-around and add significant value to numerous businesses across a diverse array of industries. Jason is a member of the Institute of Chartered Accountants, and has been designated with Fellowship status in recognition of his demonstrated leadership within the profession. Stuart Blackwood, Wealth Accountant Stuart is a qualified accountant with experience in personal, trust, company, and Self Managed Super Fund tax accounting. As well as a thorough knowledge of tax, Stuart has worked for a number of small to medium businesses both in operational and managerial roles with much success due to his methodical and inquisitive approach. Stuart's focus outside of his career is his young and growing family. Simon Lucas CA, Wealth Analyst/Accountant Simon is a Chartered Accountant with significant experience in self managed super funds, tax structures, and income streams. With a depth of knowledge spanning tax and wealth planning, Simon is instrumental in the development of strategies and personalised financial models to support our client's important financial goals. Simon is an avid investor, and keen cricketer. Simon is a member of the Institute of Chartered Accountants. Robert Palma CFP^®, Wealth Strategist Robert is a Certified Financial Planner™ with over 15 years experience in financial services. During his successful career, Robert has worked with a number of leading institutions as a senior wealth adviser and has successfully transformed the lives of many clients who continue to enjoy his proven approach to wealth management. He has also owned and operated a number of small to medium businesses providing a wealth of experience and insight for his business clients. Robert has had much personal success as an investor, and leads an enriched life with his wife and two children. Robert is a member of the Financial Planning Association of Australia. Mark La Bozzetta CFP^®, Wealth Strategist Mark is a Certified Financial Planner™ with over 10 years experience in financial services. With a background in strategic planning, systems analysis, and financial analysis, Mark has been instrumental in the development of effective wealth management programs that have enabled clients to achieve, protect, and manage significant wealth. During his consulting career, Mark provided strategic systems analysis and planning for companies across a number of industries. Now as a senior adviser, and having owned/operated small to medium size businesses, Mark offers objective "systems thinking" to add significant value to our business clients. Mark is passionate about investing, and is blessed with a beautiful wife and three children. Mark is a member of the Financial Planning Association of Australia. Angelo Covelli CPA, Wealth Accountant Angelo is a Certified Practicing Accountant (CPA) with over 20 years experience in accounting and wealth structuring advice. Angelo's career includes roles in corporate accounting, the Australian Tax Office, and public practice. Angelo specializes in accounting for investors, with significant knowledge in the areas of effective tax structures, self managed superannuation, private trusts, and property investment.

Home \| Tax & Accounting \| Self Managed (DIY) Super \| SME Business Success \| Personal Wealth Management \| How To Use Our Tax Service \| Our Values \| Our People \| Contact Us © Copyright Eden Wealth Accountants 2003 - 2010 Privacy \| Legacy





		Our Values \| Our People

How To Use Our Tax Service Our Values \| Our People Six Figures Alliance CXC Global Alliance King Financial Group Alliance Careers Contact Us Have you subscribed to the EDEN Wealth Report? What our clients have to say ... "Living a very hectic life, it is difficult to find the time to address the many challenging financial management issues we face. Eden Wealth Management have taken this very important activity in our life and made it simple, easy and exciting. The initial consultation process was time consuming but the ultimate objective and vision was made very clear for us to understand. Now the set up phase is complete, I can confidently say we are in a far better financial position than we were without EWM, both from a structure and a financial perspective. The best part about the journey to date has been firstly the enjoyment in working with such an amazing team and secondly growing and learning better ways to structure our wealth."		Our Values \| Our People Eden Wealth Accountants employs the many principles and strategies it advises clients to adopt because we see they make a difference. You will hear us time and time again talk about people, process, and technology because they are the key ingredients that will lead to success as individuals and as business owners. The methodical approach we use in these areas to make a difference is where our clients see the value being added. We think differently - we act - we grow - we think differently again. We also adopt a core set of values within the team: Grow and empower people - From our colleagues and staff to clients, people are the most important and this is reflected in our service and culture. Serious, but not stuffy - Our work in dealing with tax and regulations must be treated with diligence and accuracy - it's important. But we don't think more highly of ourselves than we should, and we try to have a personality - it helps. Solutions focus - innovation - If you have an issue we won't just give you the standard answer, we will search hard and 'outside the box' for a more favourable and strategic solution. Integrity, quality and self-discipline - Our credibility is vitally important in the industry. We firmly believe in acting with integrity and making good choices. That means not walking along the 'bleeding edge' of tax avoidance and not taking shortcuts. Customer service - We recognise our existence in business is nothing without effectively serving our clients. Our clients are looking for solutions, advice and innovation in the areas of expertise that we are being paid. We also believe service involves leadership and influence. Jason Pater FCA, Wealth Accountant Jason is a Chartered Accountant with over 18 years experience. Having worked for a number of leading accounting firms, and in running his own practice, Jason has helped turn-around and add significant value to numerous businesses across a diverse array of industries. Jason is a member of the Institute of Chartered Accountants, and has been designated with Fellowship status in recognition of his demonstrated leadership within the profession. Stuart Blackwood, Wealth Accountant Stuart is a qualified accountant with experience in personal, trust, company, and Self Managed Super Fund tax accounting. As well as a thorough knowledge of tax, Stuart has worked for a number of small to medium businesses both in operational and managerial roles with much success due to his methodical and inquisitive approach. Stuart's focus outside of his career is his young and growing family. Simon Lucas CA, Wealth Analyst/Accountant Simon is a Chartered Accountant with significant experience in self managed super funds, tax structures, and income streams. With a depth of knowledge spanning tax and wealth planning, Simon is instrumental in the development of strategies and personalised financial models to support our client's important financial goals. Simon is an avid investor, and keen cricketer. Simon is a member of the Institute of Chartered Accountants. Robert Palma CFP^®, Wealth Strategist Robert is a Certified Financial Planner™ with over 15 years experience in financial services. During his successful career, Robert has worked with a number of leading institutions as a senior wealth adviser and has successfully transformed the lives of many clients who continue to enjoy his proven approach to wealth management. He has also owned and operated a number of small to medium businesses providing a wealth of experience and insight for his business clients. Robert has had much personal success as an investor, and leads an enriched life with his wife and two children. Robert is a member of the Financial Planning Association of Australia. Mark La Bozzetta CFP^®, Wealth Strategist Mark is a Certified Financial Planner™ with over 10 years experience in financial services. With a background in strategic planning, systems analysis, and financial analysis, Mark has been instrumental in the development of effective wealth management programs that have enabled clients to achieve, protect, and manage significant wealth. During his consulting career, Mark provided strategic systems analysis and planning for companies across a number of industries. Now as a senior adviser, and having owned/operated small to medium size businesses, Mark offers objective "systems thinking" to add significant value to our business clients. Mark is passionate about investing, and is blessed with a beautiful wife and three children. Mark is a member of the Financial Planning Association of Australia. Angelo Covelli CPA, Wealth Accountant Angelo is a Certified Practicing Accountant (CPA) with over 20 years experience in accounting and wealth structuring advice. Angelo's career includes roles in corporate accounting, the Australian Tax Office, and public practice. Angelo specializes in accounting for investors, with significant knowledge in the areas of effective tax structures, self managed superannuation, private trusts, and property investment.

Home \| Tax & Accounting \| Self Managed (DIY) Super \| SME Business Success \| Personal Wealth Management \| How To Use Our Tax Service \| Our Values \| Our People \| Contact Us © Copyright Eden Wealth Accountants 2003 - 2010 Privacy \| Legacy