Team

Our mission is to assist our clients achieve their professional, financial and personal goals through the provision of taxation, business and financial advice with personal service at great prices.

We offer a comprehensive range of services that will assist you in achieving your professional, financial and personal goals.

We are a business committed to offering tax advice on a personal, easy to understand level at great prices and assisting our clients meet their Australian Tax Office obligations while maximising their allowable deductions.

Personalised Tax Services is a Certified CPA Practice and Registered Tax Agent. We have a Public Practice Certificate and are governed by CPA Australia’s Code of Professional Conduct and Articles of Association.

 

  • Karen Burford

    Karen Burford

    Karen commenced work as a Law Graduate in a large Melbourne Accounting firm specialising in Taxation in 1987. She is a principal of the firm and has been offering accounting & taxation advice to individuals, companies and businesses for over 30 years.
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  • Greg Burford

    Greg Burford

    Greg has been an accountant for over 30 years and is a principal of the firm. He began his career in various accounting roles before making a transition to manufacturing and management with the completion of a Masters of Business Administration. He has a wealth of experience in accounting and business. Greg has specialised in Tax since 2003.
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  • Billy Burford

    Billy Burford

    Billy has worked for Personalised Tax Services for the last 10 years and graduated from The University of Adelaide in 2015 with a Bachelor of Commerce degree majoring in Accounting. Billy is our in-house Self Managed Super Fund expert.
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  • Henry Burford

    Henry Burford

    Henry has a Bachelor of Commerce degree, graduating with a double major in Management and Marketing. Henry works around the office looking after the management of Administration and Marketing, whilst also learning financial accounting.
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  • Danni Li

    Danni Li

    Danni has accomplished a Bachelor of Science degree, Master of Science degree and a Master of Accounting and Marketing degree. Danni’s main role is completing individual tax returns, along with sole traders, partnerships and trust tax returns.
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  • Cindy Anderson

    Cindy Anderson

    Cindy is our bookkeeper who does a considerable amount of the day to day accounting for quite a few of our clients.
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  • Val Tan

    Val Tan

    Val has a Bachelor of Commerce degree majoring in Accounting, and works in financial accounting, completing a majority of the financials for our company clients.
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  • Brian Lynch

    Brian Lynch

    Brian is the senior partner in our Financial Planning business called Personal Financial Planning Services and has been a Financial Advisor working in the Financial Services Industry since 2001.
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