Steve Wilson


  • Degree in Economics from The Australian National University (ANU)

  • Graduate Diploma of Economics ANU

  • Graduate Diploma in Finance and Investments from The Securities Institute of Australia

  • Graduate Diploma of Tax Law from the University of New South Wales

  • Graduate Diploma of Applied Tax Law from the Taxation Institute of Australia

  • Certificate of Applied Tax from the Taxation Institute of Australia

  • Specialist Self Managed Super Fund Course with Kaplan Australia



  • Registered Tax Agent with the Tax Practitioners Board

  • Registered ASIC Agent with ASIC

  • Fellow of the National Tax & Accountants Association

  • Fellow of the Taxation Institute of Australia

  • Formerly a Certified Financial Planner with the Financial Planning Association of Australia (recently left the industry)



  • I have been self employed since I was 29 years of age

  • I have previously owned and successfully sold an accountancy practice

  • I have previously run a financial planning practice since I was 29 years of age, recently just left the industry

  • I currently own and run a successful accountancy practice, my 2nd practice, for 10 years now

  • I have owned and run professional small business practices both as a sole trader and as a partner in a partnership being very aware of the advantages and disadvantages of both, the pit falls to watch for and what to do to make each successful



  • I like the gym and am an avid amature powerlifter

  • I like high altitude climbing having attempted several 7,000m plus mountains in South America and Central Asia

  • I like downhill mountain biking and did three weeks in the Andes in Bolivia for my 40th birthday

  • I like all things about the mountains from abseiling, canyoning, rock climbing and hiking​​

Our Specialist Consultant Team

Small business financial planners

Commercial insurance brokers

Commercial finance brokers to assist with home loans, business loans, leasing, short term debtor funding

Small Business Lawyers

Specialist HR and employment lawyers

Patent and trade mark lawyers

R&D lawyers to assist with R&D tax grant submissions,

Specialist business process management consultants

Small business automation management

Company administrator or liquidators

IT specialist

Web site designers and developers

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