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Citywest Accountants - is a CPA Practice, and a “one-stop shop” specialising in our core business of financial planning, tax, accounting, mortgage broking and risk insurance. We want to be recognised by our clients as the best financial services firm in Australia, by providing a service and solution that not only meet your expectations, but exceed it.
Our Corporate Aim – is to do everything that is humanly possible to deliver profitable results for our clients to enable them to achieve their financial goals. We aspire to provide the best solution for our clients, whether you are a salary earner, a contractor, a business owner or a corporation.
Our Core Values - include professionalism, honesty, integrity, credibility, reliability, transparency, fairness, empathy, friendliness, keeping up to date and focused on providing excellent customer service.
Our Clients - include a cross section of the community including CEOs, doctors, nurses, lawyers, engineers, IT professionals, chartered accountants, university lecturers, managers, teachers, church pastors, tradesmen, self-employed business owners and companies – in fact anyone who needs professional solution to their financial needs.
Our firm’s foundation - is based on providing an integrated range of financial services under one roof, so that you don’t have to waste time going from one financial institution to another seeking the right advice and service.
The Principal Partners of Citywest Accountants are:
Stanley Khoo CPA, ACIS, AFA, MMS (Hons), DFP
Stanley is a qualified financial planner and adviser to the finance and insurance industry. He holds a Masters Degree with Honours in Management Studies majoring in Finance and Accounting, and a Graduate Diploma of Financial Planning from the Securities Institute of Australia. He is also a qualified CPA, Chartered Secretary and Tax Agent in Public Practice with over 25 years of Australian and international working experience. His career and responsibilities include senior management roles in various business sectors including merchant banking, corporate accounting, risk, taxation and public accounting. Stanley is a Member of the Association of Financial Advisers in Australia.
Peter Khoo MBA, BSC, AFA, AIMM, MACS, JP
Peter has over 25 years of working experience in senior management positions in commerce, consulting, government and finance. He has experience in managing a portfolio of shares, properties, superannuation and managed funds in the past ten years. Peter has a Master of Business Administration Degree, majoring in business development, finance and investment management. He also holds a Bachelor of Science Degree. He has recently completed the relevant Securities Institute Courses, and is qualified to give advice on Mortgage Broking, Financial Planning, Managed Funds and Superannuation. Peter is a Member of the Association of Financial Advisers in Australia.
Our staff have multi-disciplinary skills in financial planning, mortgage broking, tax, accounting, business development and office support. Everyone plays an important function in the firm’s success. We are all committed to go beyond the expected, and are focused in providing a high standard of service to our valued clients.
Citywest Accountants is an Authorised Representative of Professional Investment Services (PIS), one of the largest Financial Planning Dealer Groups in the country. We are also an Authorised Representative of the Australian Financial Group (AFG), Australia’s number one wholesaler of mortgage finance. These relationships give our clients access to a large and diverse range of investment and fund managers, as well as to a panel of more than 30 lenders including the banks and non-bank financial institutions in Australia.
For more information About Us, or any of our financial services, you can ring us on (02) 9680-0131. Alternatively, you can book a FREE Consultation, by using our Online Enquiry Form. |