VIEWING:NSW

Featured Accountant, Karen Tromp

Name: Karen Tromp

Organisation: Roberts & Morrow

Service: Chartered Accountants

Specialties: Roberts & Morrow accountants work closely with clients and their businesses to achieve great results and wealth creation by providing a range of business and financial services. These include all facets of tax compliance, accounting, risk management, budgets, financial planning, superannuation, estate and succession planning, and IT systems.

Area Serviced: Armidale, NSW

Biography: Karen Tromp is a Chartered Accountant and Partner at Roberts & Morrow who enjoys proactive engagement with clients to help them to achieve their wealth and business goals. Karen joined Roberts & Morrow (as a mother of 2) in the position of Admin Assistant, attained her CA qualification 11 years later, and partnership in 2004. Being an accountant is all about people-helping them to achieve their goals and solve problems. As a member of Zonta for 8 years, she s passionate about advancing the status of women worldwide through service and advocacy.

Phone (work): (02) 6774 8400

Phone (mobile): 0427 748 411

Email: karen.tromp@rm.net.au

Website: www.rm.net.au

Physical Address: 137 Beardy St, Armidale 2350

Personal Note: What are the best financial words of wisdom you’ve been given?

“If you pay peanuts, you get monkeys”

Featured Accountant, Kylie Alcorn

Name: Kylie Alcorn

Organisation: Forsyths

Service: Accountants and Financial Advisers

Specialties: Forsyths specialise in agribusiness, insolvency and reconstruction, superannuation, financial planning, accountancy, business solutions, audit and insurance, insurance services, tax and human resources.

Area Serviced: Armidale, NSW

Biography: Kylie Alcorn is an economist and a licensed financial adviser with Forsyths. With over 23 years experience in the investment, superannuation and financial services industry, Kylie has a passion for informed decision-making via education.

Phone: (02) 6773 8400

Phone (Mobile): 0429 300 710

Email: kalcorn@forsyths.com.au

Website: www.forsyths.com.au


Featured Financial Planner, Joanne Stephens

Name: Joanne Stephens

Organisation: Roan Financial Group Pty Ltd

Service: Financial Planning

Specialities: Roan Financial Group is an independently owned and operated financial planning business and holds its own Australian Financial Services Licence. It has no institutional or products ties. Roan Financial Group also has an Australian Credit Licence with a subsidary accounting firm as well. Roan Financial Group is one of the leading financial planning practices in Central West NSW.

Area Serviced: Orange, NSW

Biography: Joanne Stephens as an authorised representative with Roan Financial Group specialising in the major facets of financial planning and in particular the protection and well being of women in the workforce as they develop their career, their families and their wealth.

Joanne has completed her Diploma of Financial Services and is completing a Graduate Certificate of Commerce (Financial Planning) at UWS leading to a Masters Degree. Once completed this will allow her to embark on the pathway to holding the Certified Financial Planner® designation.

Phone: (02) 6361 8100

Email: joannes@roanfinancial.com

Website: http://www.roanfinancialgroup.com.au/

Physical Address: Level 1 Suite 2, 179a Anson Street, Orange, 2800

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