Finance, Insurance & Legal
Accountancy, Taxation, Bookkeeping & Business Consultancy Services. Small local business with personalized service. Xero & MYOB Partners.
BEACH VIEW ACCOUNTING SERVICES
Preparation and lodgement of all tax returns
BAS preparation and lodgement
ASIC services (registered agent)
Preparation, lodgement and management of Self Managed Super Funds
New company set up
Lilli Pilli, NSW
Insurance advice on general insurance . Covering all areas of risk management and placement operating along South Coast from Nowra to Bermagui.
Brett Operates his office from his home Based in Batemans Bay and the South Coast of NSW which allows him access to systems at any time of the day or night.
As long as he has his mobile and laptop with him, he is always on call for his clients. His services are fully backed up by the expert back office team at IA which not only includes Industry compliance and training support, claims management and technical support, but also full accounting and premium collection and payment support. This allows Brett to concentrate on what he does best for his clients, servicing their needs for insurance placement and advice. By operating this way Brett is able to deliver to customers a high quality service backed with a competitive remuneration structure. Carrying less cost overheads and utilising advanced service technologies enables him to pass all efficiency costs to customers maintaining a compelling value proposition responding to your business risk issues. Due to the internet, his client base is not limited to the South Coast and he finds many Sydney based clients really appreciate the country attitude that comes with dealing with their adviser from the country rather than the pressure of City based firms.
Authorised Rep. Number: 301763
McDonald Insurance Solutions Pty Ltd is a corporate authorised representative of insurance AdviserNet Australia Pty Limited.
Corporate authorised representative number 338641.
Australian Financial Services License Number: 240549
Adam Stephens – Your Local Business Banking Manager with NAB
Adam and his family have been Batemans Bay locals for the last 10 years. With 24 years banking experience, 20 years of it as a business banker, Adam has the knowledge and expertise to take care of all of your business banking needs.
Adam is passionate about sport, and has been a member of the Catalina Golf Club for the last 10 years, playing comp every Saturday. He enjoys living on the coast and spending time outdoors and at the beach with his family.
Adam’s favourite part of his work is helping clients to achieve their financial aspirations.
Contact Adam Stephens on 4472 0990 at the NAB Batemans Bay Business Banking Centre to discuss your business banking needs.