Qualifications: B.Bus (Acct), Dip FP, CA, FITA, Member of Self Managed Super Fund Professionals’ Association of Australia, CA SMSF Specialist, JP
Andrew commenced his accounting career in 1980 whilst undertaking his Degree in Business Studies part-time at Kuring-Gai College of Advanced Education (now UTS Sydney).
He is the founding Principal of Andrew Poole & Associates which evolved from his previous firm Soutar Poole Services Pty Ltd. Prior to that, Andrew commenced public practice in October 1988 as a partner of a Sydney firm, and has accumulated over 30 years of tax and business experience.
Andrew focuses on small businesses, self-managed super funds, asset protection and structuring for all clients. He loves interacting with clients and being able to assist in a broad range of areas.
Andrew enjoys the company of friends over good food and a nice glass of wine. He also loves skiing and supporting the NSW Waratahs and Wallabies.
Qualifications: B. Comm (Acct and Mgt Science), CA
Richard is a manager of the firm and has many years of experience from working in public practice and commercial environments. He graduated from the University of Sydney (majoring in Accounting and Management Science) and is a member of Chartered Accountants Australia and NZ.
Richard joined Andrew Poole & Associates in 2007 and now services a diverse client base, ranging from high net worth individuals to well established businesses in various industries. He is passionate about SMSF administration and enjoys working closely with clients to assist in their day to day tax matters.
Richard and his wife, Kristy, have two sons that keep them busy after work. He loves spending quality time with family and following soccer (keenly supporting Manchester United).
Qualifications: B. Comm (Acct), CPA
Candy has been working at Andrew Poole & Associates since 2008. She has a Bachelor of Commerce from the University of Canberra (majoring in Accounting) and is a fully qualified CPA.
Her role at Andrew Poole & Associates is to assist our clients with all aspects of their business, including the preparation of financial statements, income tax returns and Business Activity Statements. She also has experience in all aspects of SMSF administration.
Candy spends her spare time travelling and playing tennis.
Qualifications: B. Econs Hons (Bus Admin)
Frankie joined Andrew Poole and Associates in November 2022, after having spent 6 years in a commercial environment and about 16 years running his own Accounting firm in NZ. He has an Economics Degree majoring in Business Administration which covers accounting extensively. He also has a Banking Diploma and previous banking experience. Recently, he is completing his Diploma in Accounting from Applied Education in WA.
Frankie has a good background in servicing small and medium size businesses and understands their needs for support and solutions to sustain and grow a business.
In his spare time, he enjoys a good conversation over drinks and good food, and build friendships. He is also passionate about our past, our history and how we have come about to this interconnected world.
Qualifications: B: Commerce
I joined Andrew Poole & Associates in January 2023. I have completed my Bachelor of Commerce majoring in Accounting & Management from the University of Sydney. Currently, I am doing my CA and am a provisional member of CA ANZ.
My main responsibilities are to prepare income tax returns, financial statements and Business Activity Statements for individuals, partnerships, trusts, SMSFs and companies.
Travelling , reading novels, watching movies and hanging out with friends are some of favourite things to do in my free time.
Masters in Business and Administration (Accounting Stream)
Saima joined Andrew Poole & Associates as a graduate accountant in December 2021. Saima's qualification includes a Bachelor degree in Business Studies & Law, as well as a Masters in Business and Admin (majoring in Accounting). She has previous experience lodging individual tax returns on a national platform and is passionate to grow further within public practice.
Saima's main responsibilities are to assist in preparing income tax returns, financial statements and Business Activity Statements for individuals, partnerships and companies.
Saima relocated from England and enjoys spending time with her family while travelling Australia, and loves baking and painting.
Trish joined our team at Andrew Poole & Associates in August 2021. Trish comes to us after having spent more than 12 years in the Banking and Finance sectors and, more recently, 3 years in Allied Health.
Trish enjoys working with the great team of people at Andrew Poole & Associates, providing assistance to them and their clients.
In her spare time she enjoys spending time with her family and friends, Pilates and playing saxophone
At Andrew Poole & Associates, we are known for our accuracy and excellent communication with our clients. We pride ourselves in our excellent attention to detail and dedication to identifying any potential problems to ensure that our clients’ accounting and reporting are risk free.
An example of this is when we undertook a comprehensive review of every one of our client’s companies to determine any exposure to possible deemed dividends arising from Division 7A of the Tax Act. This is an ongoing process every year, but we did this specifically in the interest of new clients we took on not knowing their prior history.