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. Fin, Master of Taxation
Paul joined the team in 2014 and is one of the business services accountants at Andrew Poole & Associates. Paul’s qualifications include a Bachelor of Finance, as well as a Master of Taxation. He is able to draw upon the accounting and taxation knowledge he gained from years of career experience and university studies.
Paul enjoys working closely with fellow Andrew Poole & Associates team members to find the best possible solutions for clients in regards to their taxation and business service matters.
Outside of work, Paul is a huge football fan and will never miss a game involving the Central Coast Mariners.
Qualifications: Masters of Accounting, Associate CPA
Erin joined Andrew Poole & Associates as a graduate accountant in May 2019. She has a Master’s degree of Accounting (CPA Extension) from Macquarie University, and is an associate of CPA. She is looking forward to becoming a fully qualified CPA.
Erin’s main responsibilities are to prepare income tax returns, financial statements and Business Activity Statements for individuals, partnerships, trusts, SMSFs and companies.
In her spare time, Erin enjoys travelling, reading and watching movies.
Sue joined our team at Andrew Poole & Associates in January 2019, coming from a similar role within the real estate industry. She enjoys the variety of responsibilities, challenges and opportunities that help her expand her knowledge in small business accounting and taxation.
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.