Meet the Team
Managing Director - AA Tax Management
Alison is the founding Director of the AA Tax and Finance group. Prior to establishing AA Tax Management in 2009 she has had years of experience in the tax and accounting industry.
She is a Registered Tax Agent, a fellow member of both CPA (Certified Practicing Accountants) and IPA (Institute of Public Accountants),she holds a Bachelor of Economics (Accounting ) Degree from Monash University, Australia.
Alison has been a presenter at the Tax Training Workshops for IPA and NAATI over the recent years. In her over 20 years of work experience, Alison has worked with major accounting firms and as an External Tax Consultant for multi-national and public listed companies.
Tax Administrator - AA Tax Management
Kim has many years of experience in one of the Big Four accounting firms prior to joining AA Tax Management. She also holds an honour degree in Bachelor of Accounting.
Outside of work, Kim is a devoted wife and mother. She loves going on family trips and enjoys “cheerleading” at her children’s sports activities.
Accountant - AA Tax Management
James is a Certified Practicing Accountant (CPA) and has many years of experience in the taxation and business services industry. He also holds a Bachelor of Commerce, majoring in Accounting and Information System from Curtin University.
Although very focused on his work, James never forgets to smile and always strives to give the best customer service to his clients.
To unwind, he plays a lot of badminton and catching up with friends. He also loves to go on culinary adventures.
Senior Accountant - AA Tax Management
Fee is a Certified Practicing Accountant (CPA) and has vast experience in the taxation and business services industry. She also holds a Master of Advanced Accounting, and graduated with a Bachelor of Commerce (Accounting) once upon a time.
A meticulous person, Fee takes pride in being thorough in her work and always keeping her office space clean and tidy.
In her spare time, she enjoys spending time with her family and creating healthy meals.
Senior Finance Broker - AA Finance Solutions
Gerard has accumulated a wealth of knowledge and has an extensive background in Banking with over 15 years in the industry. A high achiever, he won the national “Top 10 Senior Business Banker” awards at Westpac two years in a row (in year 2013 and 2014). His addition to the AA team no doubt added considerable strength to our Corporate Banking solution. Academically he is a graduate of Bachelor of Arts with honours, Bachelor of Applied Economics and also a Graduate Diploma of Applied Investment & Finance.
Gerard has lived in Perth for over 25 years and has a wide range of local and international clients. He is the father of 2 children, and his spare time involves spending time with his family, fishing and going to various Perth’s local events.
Mortgage Broker - AA Finance Solutions
Steven is a loan and mortgage specialist at AA Finance Solutions with a wide range of experience in the Banking and Finance industry.
He graduated with a Bachelor of Commerce (hons.) in Accounting and Finance from Curtin University. He also holds Certificate IV in Finance and Mortgage Broking.
A passionate individual, Steven is also a part-time academic tutor at Curtin Business School. He plays badminton for sports, and enjoys working in the kitchen creating culinary masterpieces in his spare time. He also has a strong passion to travel and his mission is to visit one different country every year.
Steven is contactable on his mobile: 0424 364 692 or via email: firstname.lastname@example.org.
Licensee - AA Finance Solutions
Leonard has extensive experience in the finance and lending industry. He has a Diploma in Finance and Mortgage Broking Management. He is also an Approved Credit Adviser of the Mortgage and Finance Association of Australia (MFAA). His passion is to help clients get their finances, either for asset purchases or refinancing, in honest, transparent manners, delivered smoothly throughout the process. He is also a ‘true blue’ Canning Vale local, having grown up in a suburb away in Willetton for over 15 years.
During his spare time he enjoys playing tennis (he is the captain and winner of Willetton Penants Tennis team for Winter 2011 & Summer 2011, and won the Korean Tennis Men’s Double competition in 2014). He also enjoys basketball, and the odd cooking sessions with family and friends.
You can contact Leonard on his mobile 0433 068 970, or email him: email@example.com
Broker Support - AA Finance Solutions
Formerly an experienced corporate banker in major banks overseas, Elaine is the Finance Broker Support and Loan Writer at AA Finance Solutions. After migrating to Australia she decided to pursued her career in mortgage broking for a change and hopefully to be self-employed one day.
She graduated with a Master of Economics and is in the midst of getting accredited as a Credit Representative. She speaks fluent Mandarin and English.
She is a true believer in having a good health physically and also mentally. She spends her spare time going to the gym, reading, cooking healthy meals for her family and taking care of her two beautiful rabbit bunnies!
Featured video: Meet the team
A group of friendly professionals delivering quality service with clients' interest in mind