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Testimonials

“The team at Small Business Works are always friendly and very easy to deal with. Alan explained all our Financial Planning needs in layman's terms and was on hand to answer any questions we had.”

Matt & Belinda Hart,

Cheltenham, Vic.

“Alan's proactive and focused attitude has resulted in significant and welcome changes within Ecliptech. Alan has provided sound financial advise across a diverse range of topics, covering both business and personal financial topics.”

Tony Little,

Ecliptech Innovations Pty Ltd

“Alan and his team have surpassed all my expectations many times over. They are the first accountants in over 20 years to view me as a whole person, not just a tax return. Alan and his co-workers offer a level of service seldom, if ever, seen in this day and age. They are friendly, profession and go far above and beyond. They are proactive, ensuring that the cogs remain well oiled and should there be any hitch, Alan and his team will attend to it, only contacting me to advise on the progress or if paper work needs a signature.  As a testament to his level of service, I went in for a tax return and left knowing that my super, life insurance and other financial needs are being looked after and I am in safe hands.”

Dale Horstmanshoff

Chelsea, Vic.
Home Our People

Our Culture

As a family business we believe in value for money and being friendly and approachable. We aim to be innovative and flexible in our approach as we recognize all of our clients have different needs and objectives. As a small family business we understand the needs of Small Business and aim to provide a wide range of services to meet our clients needs.

Our People

All of our Accountants and Bookkeepers hold relevant qualifications and when hiring we place an emphasis on hands on industry management experience over book knowledge, this way we understand your business better and can assist you with your day to day challenges.



Alan_MaddickAlan Maddick

Alan has 15 yrs experience working within small business and as a professional advisor has advised hundreds of business owners on Business Strategy, Business Development and Marketing and Personal Wealth creation strategies. Alan also runs several successful businesses and and can help advise you on business growth, management and set up of your business.

Qualifications

  • AdvDip Accounting
  • GradCert Accounting & Financial Management
  • GradCert Professional Accounting
  • GradDip Applied Finance (Investment Analysis)
  • Dip Financial Services (Financial Planning)
  • Dip Financial Markets
  • Public Practice Certificate (National Institute of Accountants)

Special Interests

Alan has special interests in, Investment and Financial Strategy and enjoys seeing his clients grow financially and as people. Alan works across all industries but particularly enjoys working with Vets, Online businesses, Import & Wholesale and the Trades.

Memberships

  • Member Institute of Public Accountants
  • Member Australian Institute of Directors
  • Senior Associate Financial Services Institute of Australasia
  • Member Australian Institute of Management

 

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Alan Marchingo

Alan brings to the businesses over 20 years experience as a senior business manager, having run small and medium businesses, as well as business cost centres within large multinational companies. Alan’s experience incorporates the manufacturing, international distribution and corporate service sectors, giving him a unique insight into how different industries operate under similar principals. An astute manager, he is now focused on becoming the operational backbone of the Small Business Works group of companies to ensure YOU, the client receives the best possible financial service and advice available in Australia today.

Qualifications

Special Interests

Alan has special interests in financial management, business management, and mentoring individuals within businesses to develop to their full potential to become extraordinary professionals. Growing small businesses into high class, fully sustainable and robust entities is an absolute passion.

Memberships

 


 

Andrew Miller

Andrew is the Manager of the Chelsea Office of Small Business Works and comes to us with many years experience managing Small and Medium Businesses.

Qualifications

  • AdvDip Accounting
  • Dip Business

Special Interests

Tax, Tax Planning, Business Structuring

Memberships

  • Member Certified Practicing Accountants Australia

 

Small Business Accountants

Troy Fa'oa

Troy is the New Business Manager at Small Business Works, he is primarily responsible for looking after all our new and young business and handles New Business Registrations, GST and BAS issues, Insurances and setting up and assisting with record keeping for our clients.

Qualifications

  • B International Business
  • Master of Professional Accounting
  • Master of Business Law

Special Interests

New and Young Businesses, Company Structuring and Coprorations Law, Individual Tax Law and Classic Muscle cars

Memberships

  • Associate Member of CPA Australia

 


 

Jenny Sneesby

Jenny is a qualified Certified Financial Planner. Jenny has over 10 years experience in the Financial Planning industry.  Jenny looks after the needs of a broad client portfolio from individuals seeking to accumulate wealth over the long-term, through to retirees who need to manage their retirement income and assets.

Qualifications

  • Diploma of Financial Planning           DipFP
  • Certified Financial Planner                 CFP

 

 

Special Interest

Wealth Creation, Self Managed Superannuation, Pre and Post-Retirement Strategies.

Memberships

  • Certified Financial Planner CFP

 


 

taking_notesRebecca Lim

Rebecca is an Accountant and Qualified Financial Planner and works across both areas. She comes to us with a solid background in customer service roles and has a special interest in taxation law and helping clients to grow and protect their assets

Qualifications

  • RG 146 Compliant
  • Bachelor of Commerce (Accounting, Finance & Financial Planning)

 

Special Interests

Income Tax, Wealth Accumulation, Personal Insurances and helping clients to achieve their goals!

Memberships

Associate Member CPA

 


 

 


 

 

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Stephanie Hardiman

Stephanie is the Office Manager at Small Business Works and is responsible for much of the administration withing the business, especially the admin associated with the Financial Planning we do within the practice.

Qualifications

  • Cert IV Financial Services

 

Special Interests

Seeing our clients happy!

Memberships

 


 

 


 

 

Lydia Xiao

Lydia_Xiao_Small_Business_AccountantLydia primarily handles small to medium private companies bookkeeping and end of year works. She also has some experience in self-managed super fund auditing and individual tax returns.

Qualifications

  • B Com (Accounting and Finance)
  • Master of Applied Finance

 

 

Special Interests

Bookkeeping, Accounting and Company Taxation

Memberships

  • Associate Member of CPA


 

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Nelly Huang

I specialise in preparation of financial accounts and tax returns for large and small to medium enterprises, whether company, unit and/or discretionary trusts, plus self managed superannuation funds and individuals. I also dealt with Capital Gain Tax [CGT] issues, Fringe Benefit Tax [FBT], Business Activity Statement [BAS], and Instalment Activity Statement [IAS]. I am proficient in various version of MYOB and QuickBooks software.

Qualifications

  • BCom (Accounting & Finance)
  • CPA

Special Interests

Tax, Bookkeeping , Real Estate Investment

Memberships

  • Member CPA