With over 20 years of experience in the financial planning industry both as a Financial Planner and Specialist Investment Adviser, Carlo is our SMSF Specialist.
As a dedicated SMSF professional, Carlo enjoys working closely with his clients and providing support and assistance to them throughout their SMSF journey.
Kellie ElliotT
With over 9 years’ experience working within the accounting industry, Kellie is Teca Accounting’s administration wizard and ASIC guru – problem solving is what she does best.
When Kellie is not managing the office, she is juggling her young family and adventuring around Perth as a freelance Blogger.
Jordan holds a Bachelor of Commerce (Accounting) and a Bachelor of Science (Graduated with Honours). Not many business clients on the practice would not know who Jordan is. Over the years he has developed a client first mentality and goes out of his way to ensure all queries are solved.
Jordan keeps up to date with all the latest accounting software developments and has gained the recognition from his peers and clients for being a Xero expert.
Terry Wallace
Terry is the founding director of Teca Accounting. He completed his Bachelor of Commerce (Accounting & Financial Planning) at Curtin University in 2009.
Terry started his own accounting practice so he can provide an individualised service for each of his clients. He has found this to the best way to add value back to his clients and differentiates his accounting practice from the “crowd”.
Over the years Terry’ has developed a niche line of expertise in property tax advice. He has done this by successfully running his own diversified property portfolio and networking within the property industry.
Terry is a qualified Chartered Accountant (CAANZ), Registered Tax Agent & Registered Real Estate & Business Sales Representative.