Todd O'Sullivan BCom, CA, DFS(FP)

Director

Qualifications:
2001 – Bachelor of Commerce (Accounting), University of Southern Queensland
2005 – Certified Practicing Accountant (CPA), CPA Australia
2010 – Registered Tax Agent, Tax Practitioners Board
2014 – Public Practice Certificate, CPA Australia
2016 – Authorised Representative (1242097), Count Financial Limited
2016 – Diploma of Financial Services (Financial Planning)
2018 – Public Practice Certificate, Chartered Accountants Australia & New Zealand 

Associations:
2005 – Member, Certified Practicing Accountants (CPA) Australia

2017 - Member, Chartered Accountants Australia & New Zealand

Experience: Todd has extensive experience in the provision of accounting and taxation advice. He started as a trainee accountant in 2000 and has held several positions throughout his career (including mortgage broker). Todd became a partner in the firm in 2015 and gained formal qualifications as a financial planner in 2016. 

Tasks & Specialties:
Advanced accounting analysis and advice
- Specialising in all aspects of business accounting

- Income Tax and GST
- Self-Managed Superannuation Funds

- Capital Gains Tax and use of the Small Business Concession
Client service and administration manager including HR and Payroll
Oversee team training and development

Interests: Todd enjoys reading and watching movies. Both pastimes are best done while sitting on the couch with his wife and their King Charles Cavaliers.