Dedicated Team of Chartered Accountants
At Box Advisory Services, we all come to work every day because we want to solve problems. Everyone is trying to figure out how to navigate this thing we call a business. Business owners don’t know how best to structure their business, what strategies to implement, how much their overheads are costing them, or even whether their business is profitable!
Then that dreaded time of the year – tax time – where you scramble together all the receipts and expenses you can find. You hand that over to your accountant and he/she tells you how much money you owe the tax-man.
We believe that there is a better way to do accounting. A more valuable, rewarding method to the madness of running a business. Our mission at Box Advisory Services is to help guide our contractors and small business owners in making better decisions. By thinking outside of the Box using cloud technology, continuous education of our clients and building a trusting relationship, we believe that we can make accounting simple and easy.
Box Advisory Services is a proud member of the following associations
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Meet our team
Nice to meet you, we’re made up of a group of wonderful people, or shall we say a box of?
Director & Client Manager
Davie has over 10 years of experience in advising businesses in management accounting and taxation issues. He leads a passionate team who are dedicated to offering proactive and outstanding service to our clients.
Davie’s astute business knowledge and extensive experience in providing tax and consulting advice, has paved the way to success for many businesses.
He is a member of the Chartered Accountants Australia and New Zealand, the Australian Tax Practitioners Board and holds a Bachelor of Commerce degree from the University of New South Wales.
While always professional when it comes to business, Davie is always up for a good laugh… or three.
Joel is a highly passionate Chartered Accountant at Box Advisory Services, with over 5 years of experience in the industry. He has a very hands-on approach with his clients and is dedicated to providing the highest level of service to each client’s unique objective.
Drawing from his expertise in business systems, Joel is able to provide comprehensive accounting services and consulting for small to medium-sized businesses. That’s not surprising since Joel achieved Merit (Top 5%) in the Taxation Module of his Chartered Accountant course.
Aside from accounting, tax and all things business, Joel also has extensive knowledge of pop music from the late-90s and early-00s.
Content Producer & Marketing
Noel is the man behind the camera at the Box Advisory office. You’ll often see him shooting and editing videos or making animations and graphics.
Noel graduated at the top of his class from the University of New South Wales for his Film Major. He has since worked on a variety of projects over several years, including feature films, television series, commercials, music videos, short films and web content.
He is passionate about telling insightful stories that people can connect with, and this focus on storytelling is the driving force behind Box Advisory’s video/social media content.
Noel is also a huge comic book nerd.
Lisa is the real deal. Having worked in social services for 9 years and with over 15 years of customer service experience, Lisa truly understands people. All kinds of them.
Lisa is passionate about growing businesses and fostering strong relationships with clients. She is an effective communicator who really takes the time to know her clients well and identify what their businesses need.
With meticulous organisation skills that may seem borderline OCD, Lisa makes sure things get done in the office in the most efficient way possible. Even if it means ensuring all the pens are lined up in the right colour order.
She is also an avid traveller, animal activist, social media sharer and all-round happy-go-lucky, positive person.
If there are two words to describe Justin, it’s ‘hard-working.’ When he’s not crunching numbers at Box Advisory Services, he’s hitting the books at UTS Library.
Justin is currently completing his Bachelor of Commerce, with a double major in Finance and Accounting, and has ambitions to be CA and CFA qualified in the near future.
His diverse experience in the banking, commercial cleaning and hospitality industries has shaped Justin’s highly-driven work ethic and attention to detail.
Justin is also a big foodie and although he’s usually soft-spoken in the office, he’s a beast in the kitchen.
How does it feel working in an industry you love? Debbie can tell you the answer. She loves what she does and her secret of joy in work is taking the stress out of you when it comes to tax time.
Despite completing her Chartered Accounting program, she believes professional knowledge is essential and personal connection is the most important thing. With a knack of being a great listener, our clients feel incredibly comfortable discussing their personal needs with her.
Debbie has a strong interest in piano and her skills have been highly graded. She’s adventurous, with a motto of: “no danger, no fun”.
Rosanne makes it her business to know about your business, ensuring the advice you receive is honest, simple and beneficial. She’s all about making sure she leaves you in a better position.
With years of experience in both commercial and tax accounting, Rosanne also has a passion for cooking, enjoys yoga and watching her kids play sports.
She graduated from the University of Technology Sydney with a double major in Accounting and Finance.