BT Corporate Advisory is a boutique chartered accounting firm dedicated to providing personalised accounting and advisory services to individuals and businesses across a diverse range of industries. Our team of professionals excels in public accounting, taxation, compliance, and business advisory, ensuring our clients receive expert advice and guidance on all financial matters. We offer a comprehensive suite of accounting solutions tailored to each client’s unique needs. With our unwavering commitment to the accounting profession, including its code of conduct, values, and ethical principles, we strive to assist clients in making smart and informed financial decisions and alleviate their stress of financial management. Our goal is to help clients, both individuals and businesses, achieve their objectives and attain long-term financial stability, enabling them to thrive, succeed, and enjoy financial well-being.
Our mission is to assist clients in achieving their financial goals, objectives, and aspirations and ease their stress of financial management. We are committed to helping clients transform their hopes and dreams into reality.
Our vision is to maintain our position as a distinct provider of affordable accounting and business advisory services and to continue utilising our network of outstanding professionals to deliver comprehensive and efficient financial solutions that meet the needs and expectations of our clients.
Our Commitment to the Accounting Profession
At BT Corporate Advisory, we hold ourselves to the highest standards of professional competence, diligence, and confidentiality. Our commitment to our profession is deeply ingrained in everything we do, and it guides our interactions with clients, employees, and business partners. We believe that upholding the principles of professional competence and due care, as well as confidentiality, is essential to providing exceptional financial services.
Our Promise to Our Clients
- Professional Competence: We continually attain and maintain the highest levels of professional knowledge and skill. This ensures that our clients receive competent financial services based on current technical and
professional standards and relevant legislation.
- Sound Judgement: Serving our clients with professional competence requires sound judgment in applying our knowledge and skills to their unique financial structures. We exercise diligence in every aspect of our work.
- Continuous Learning: We are committed to staying abreast of the latest developments in technical, professional, business, and technology-related areas. This ongoing professional development enables us to serve you effectively in today’s dynamic environment.
- Confidentiality: We respect the confidentiality of all information acquired as a result of our professional and business relationships. Your trust is paramount to us, and we take steps to safeguard your sensitive information.
- Transparent Communication: We believe in clear and proactive communication. We will clearly explain your financial structures and available options and offer proactive advice to help you make informed decisions.
- Adherence to Tax Laws: We keep up-to-date with changes in tax laws to ensure that our clients benefit from the latest tax-saving opportunities.
- Transparent Fees: We offer fixed fee arrangements for most of our engagements, ensuring transparency and predictability in our billing.
- Timely Delivery: We are dedicated to delivering our services on time. If, for any reason, we don’t meet our agreed-upon timelines, you won’t be billed for the service.
At BT Corporate Advisory, our promise to our clients is evident in our commitment to our professional values, conduct and ethical principles. We are here to help you reach your financial goals while easing your stress from managing finances. Your success is our success, and we are here to support you every step of the way.
Boris is a Chartered Accountant (CA), Chartered Tax Adviser (CTA) and a Registered Tax Agent. He is also a Fellow Member of The Taxation Institute of Australia, The Institute of Chartered Accountants – Australia New Zealand, and The National Tax and Accountants Association. Previously, Boris acted as a mentor/facilitator in the Chartered Accountants Program.
With over 25 years of experience, Boris has amassed a wealth of knowledge in the field. He is committed to leveraging his expertise to help clients achieve their business and personal financial goals. In addition to his own experience, Boris collaborates with a network of independent professionals – including bankers, solicitors, financial planners, brokers, and risk insurance specialists – to ensure that clients receive the highest quality advice and solutions tailored to their unique needs.
Besides his own experience, Boris supports our clients through collaboration with an established network of independent professionals, including bankers, solicitors, financial planners, brokers, and risk insurance specialists, ensuring our clients get the best advice possible and solve their problems on time.
Gavi has a Bachelor’s Degree in Commerce (Accounting) and is a member of The Institute of Chartered Accountants – Australia New Zealand. Over the years, Gavi has worked with a wide range of clients, including individuals and small to medium-sized businesses from various sectors.
Gavi is a natural problem solver focused on delivering solutions that are valuable and compliant with tax laws and accounting standards. Gavi’s experience in taxation, finance, and meeting strategic objectives makes him an ideal source of quality advice for a broad range of taxation matters, including Self-Managed Super Funds (SMSF), tax minimisation strategies, CGT, FBT, PAYG, BAS, GST, and related compliances.
Gavi prides himself in delivering VIP services to every client across our diverse range of individuals and business customers.
Levi has an Advanced Diploma Majoring in Financial Accounting and is currently obtaining his CA qualification with The Institute of Chartered Accountants–Australia New Zealand. Levi has strong communication and organisational skills with acute attention to detail. He manages a broad range of accounting services within the operational environment of our firm. Committed to delivering responsive and customer-centric service, Levi is a go-to accountant for clients seeking urgent advice on all essential taxpayer compliance and related matters.
Throughout the COVID-19 pandemic, Levi’s contribution to our services was critical in helping our clients and their businesses with applications for government support packages and grants.
Levi is at the forefront of the Cryptocurrency space, bringing innovation and technology in alliance with ATO procedures and keeping our clients up to date.
Daniel is currently pursuing his Bachelor of Business with a major in Accounting at Monash University. Focused on achieving a CA accreditation in the future, he is driven by a passion for knowledge and a commitment to gaining valuable experience as an accountant at BT Corporate Advisory.
Specialising in various aspects of tax compliance, including GST, PAYG, income tax, superannuation, and other relevant obligations, Daniel is dedicated to meeting our clients’ service requirements. His approach to work is centred on achieving the best possible outcomes for our clients.
Beyond his academic and professional endeavours, Daniel actively engages in a community service group. This involvement has not only allowed him to acquire and refine leadership and management skills but also to seamlessly integrate these qualities into the services he provides, adding to his commitment to delivering timely and accurate results for our clients.
Tatiana holds a Master’s Degree in Digital Marketing, an Advanced Diploma in Arts (Graphic Design), and multiple tertiary qualifications in Computer Science. With this strong educational background and practical expertise, she is responsible for developing and executing data-driven marketing strategies across our channels to effectively engage and communicate with our clients and stakeholders, supporting them with guidance on tax-related and general financial matters.
Tatiana’s diverse skill set allows her to manage our marketing efforts and ensure that we deliver valuable, informative and visually engaging content on financial matters in alignment with our brand’s mission. Her role is instrumental in empowering our clients with strategic insights and guidance for sustained success, helping them make informed financial decisions and navigate the complexities of the current economic landscape.
At the heart of our commitment is your financial success. Contact us for a no-obligation discussion on how we can help you reduce your income tax liabilities and achieve wealth-creation goals.