Robert entered the financial services industry in 1992 after completing an Engineering Degree and is the Managing Director for the Bluewater Financial Group.
Having spent a number of years in corporate banking with Westpac Banking Corporation, Robert established what has today become the Bluewater Financial Group, a diversified provider of financial services ranging from financial planning, tax and accounting, legal, direct property and direct equities advice.
Robert has the following qualifications; Advanced Diploma in Financial Planning, SMSF Specialist, Commercial Law and Australian Taxation Law for tax agents, Cert IV in Property Services,
Robert is a member of the Australian Financial Advisers Association, Association of Independently Owned Financial Professionals and The Tax Institute.
The experience that Robert and the entire team have obtained has allowed for discussions with a variety of clients ranging from individuals to corporates on wealth creation, asset protection and tax minimisation strategies making sure that current legislation is utilised in the most effective and efficient manner.
Ross graduated from University of NSW in 1980 with BComm, he then gained the Tax Agent Certificate in 1981 as well as having current membership with CPA Australia.
Whilst studying and until 1996 Ross held various senior accounting roles with TNT and AGC Finance, but then decided to start his own private practice.
For over 20 years Ross has been providing Accounting, Bookkeeping and Taxation Services for Individuals, Sole Traders, Small Businesses and Self managed Super Funds.
The experience Ross has gained coincides with a variety of accounting programs – mainly MYOB and XERO and he is able to provide assistance with bookkeeping issues.
Ross’s philosophy has been to offer personal and prompt service to all his clients.
Gerard is a Chartered Tax Advisor (the most senior designation of the Tax Institute of Australia) and Public Accountant accredited by the Institute of Public Accountants. Gerard is also an ASIC accredited Self Managed Superannuation Fund (SMSF) Auditor. Gerard has a wealth of experience working in senior accounting and managerial positions in both the public and private sectors in New South Wales. His combination of skills, expertise and experience makes Gerard a widely sought after accountant and tax advisor by individuals and businesses alike.
Gerard worked in the NSW Health Service for over 12 years as an accountant and business manager in hospitals (Manly, Royal North Shore, Liverpool and Nepean) and Area Health Services (Northern Sydney, Wentworth and South West Sydney). He worked closely with many medical and health professionals for whom he has provided a complete taxation service.