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.
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.
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.
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”.
Mia is a tax accountant with a demonstrated history of working in the accounting industry. She is strongly interested in technology and continuously seeks to merge the efficient tech advances to automate traditional accounting & bookkeeping tasks. She is willing to take time to get involved in your business and work with you on a regular and consistent basis to tackle any challenges that your circumstances may face. Her passion is to provide clients with quality service so they can focus on things they love, save time and money. She is currently working towards to gain her CPA.
Although she enjoys hanging around with her loved ones to discover new places, she also likes to spend her quality time with good movies and nice drinks at her own pace.
Sean Yee Jiun Fa
With experience as an accountant, financial adviser, vice president and marketing coordinator, working in the industry, academic, and humanitarian environments, Sean is committed to implementing his expertise and knowledge in order to create and implement innovative, effective and efficient solutions to provide value to this society we live in.
Sean’s guiding philosophy and primary focus are to provide value to people around him. Sean wholeheartedly believes and apply it through thinking from the perspective of others, being ethical, maintaining radical objectivity, transparency and truthfulness at the forefront of every project and business decision.
Sean firmly believes that empowering people around him and growing together is a lot more fulfilling than just growing individually. A Jack of all trades, Sean believes that he could do absolutely anything that any other human could do, whether it is fixing cars or being the president, he empowers everybody including his clients to chase their dreams and live their best life. Sean’s philosophical understandings are often derived from books regarding social anthropology or self-development, his favourite book is Principles by Ray Dalio.