Welcome to Edgeworth Consulting
where your journey towards success begins
Our long-standing clients, with an average tenure of over 15 years, can attest to the exceptional value we provide. While we offer Accounting, Business Advice, and Taxation services, we go beyond being mere data processors. We actively engage in your achievements through customised strategy, structure, and implementation processes that deliver tangible results.
At Edgeworth Consulting, we pride ourselves on being more than just a statistic. We prioritise the human aspect and are dedicated to being “Number One in People.”
About Us
Edgeworth Consulting Pty Ltd is a dynamic multi-disciplinary practice specializing in Accounting, Tax, and Business Advice. Our extensive client base includes Family Groups, Business Owners, Professionals, and Executives.
ACCOUNTING
At Edgeworth Consulting, we take pride in our team of qualified and experienced accountants who are committed to delivering timely, accurate, and cost-efficient accounting and tax compliance services to our clients.
OUR APPROACH
We begin by assisting you in selecting the right software and designing efficient systems tailored to your specific needs. For small and medium-sized businesses, we offer comprehensive bookkeeping, payroll, and BAS services. Even if you choose to handle your own bookkeeping, we provide ongoing monitoring, guidance, and support through our accounting services.
While compliance services are essential, we believe in being proactive rather than backward-looking. Merely producing information about the past is not where we believe we can add the most value to your financial affairs. We actively participate in driving your success.
We engage in strategic planning, organisational structuring, and effective implementation of forward-looking activities customized to your unique circumstances and business stage. With 30 years of experience working with small and medium-sized businesses, family groups, and individuals, we ensure all relevant aspects are considered each year. Our focus lies in optimising the use of trusts, companies, and self-managed superannuation funds, employing simple yet effective strategies that align with your goals and objectives.
YOUR RESOURCES
Upon becoming our client, you will be assigned a dedicated Partner from our firm. Your day-to-day accounting needs will be efficiently handled by our Practice Manager, who oversees the allocation of Accountants, Service, and Administration staff.
OUR FEES
Transparency and client satisfaction are paramount to us. Our fees are determined based on a detailed Scope of Works and Engagement letters. We strictly adhere to our “no fee without the client’s agreement” policy. At the beginning of each financial year or major task, we carefully assess and discuss the work requirements and fee structure with you. This establishes a clear contract outlining our service levels, enabling us to proceed on a mutually agreed basis.
Our Services
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What Our Clients Are Saying About Us
Edgeworth CONSULTING’s Qualities
Our Team
Timothy Leung
Senior Accountant
Timothy Leung is an experienced financial advisor with a comprehensive background in providing strategic and holistic financial advice. With over 9 years of experience in the accounting and finance industry, he excels in offering personalized solutions to clients’ superannuation needs. Timothy is adept at preparing financial planning documents, conducting client meetings, and implementing tailored strategies in areas such as superannuation, investments, and insurance. His expertise also extends to client relationship management and providing support to senior financial planners within the firm.
In addition to his role as a financial advisor, Timothy has worked as a client account manager and senior accountant, managing diverse clients’ taxation and financial affairs. He has demonstrated proficiency in areas such as investment portfolio management, tax return preparation, financial year-end final accounts, and SMSF audits. His attention to detail and strong analytical skills have contributed to his success in delivering comprehensive financial services to clients.
Timothy’s educational background includes a Bachelor of Business in Accounting and Finance from the University of Technology Sydney, where he achieved a Distinction grade. He has also completed professional programs in Accounting and Finance from Deakin University and a Graduate Diploma of Applied Tax Law from The Tax Institute. He is currently completing a Graduate Diploma of Financial Planning from Kaplan Professional . Furthermore, Timothy has been recognised for his academic achievements, including receiving the Dean’s Merit List Award in 2012. His commitment to continuous learning and professional development underscores his dedication to staying up-to-date with the latest industry knowledge and regulations.
Overall, Timothy Leung is a highly skilled financial professional with a track record of delivering exceptional client service and providing strategic financial advice. With his extensive experience and strong educational foundation, he is well-equipped to help individuals and businesses achieve their financial goals.
Kim Lorraine
Practice Manager
Kim is our Practice Manager with a remarkable 25-year tenure at our firm. With a passion for organizational excellence and extensive experience, Kim consistently drives success and client satisfaction.
Experience: Kim has navigated the evolving accounting industry, implementing innovative strategies and ensuring operational efficiency. Her guidance has significantly contributed to our firm’s growth and fostered a collaborative work environment.
Leadership and Management: As our Practice Manager, Kim cultivates a culture of excellence, empowering our team for improved productivity, client retention, and profitability. Her exceptional leadership skills inspire and motivate our employees.
Expertise: With deep understanding in financial reporting, budgeting, resource allocation, and client relationship management, Kim’s expertise positions our firm as a leader in the field. She embraces industry best practices and technological advancements.
Client Satisfaction: Kim’s commitment to exceptional client service has solidified our firm’s reputation as a trusted advisor. She nurtures long-term relationships, exceeding client expectations with precision and integrity.
Professional Development: Kim continuously enhances her skills through ongoing learning and participation in industry conferences. Her dedication keeps our firm at the forefront of the accounting profession.
Kim is an integral part of our team, her passion for excellence, exceptional leadership, and vast experience make her an invaluable asset for us and an excellent resource for our clients.
Peter Dugan
Consultant
Peter’s background was in Banking and Finance. Peter worked for Australian Trading and Investment banks for 15 years.
Peter holds:
Master of Business and Commerce with a specialty in Accounting MBus&Com Western Sydney University
Diploma of Financial Planning from Deakin University
Peter is:
Fellow of the Institute of Public Accountants and holds a practicing certificate
Chartered Tax Adviser, CTA and fellow of the Taxation Institute
Certified Financial Planner, CFP and Member of Financial Planning Association of Australia with SMSF Specialisation
Registered Tax Agent, SMSF Auditor, Law Society of NSW registered external examiner, Justice of the Peace, JP
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