KT Associates is an innovative accounting and financial planning firm which was established in 1995 in Keilor Victoria. Our practice comprises a team of seven providing accounting, taxation and financial planning services, predominantly to the local community but also to regional and interstate clients who have chosen to remain with us or have come to us by way of referral.
At KT Associates we have an inclusive approach amongst our team and our clients.
Tony Borello has been a public practice practitioner for well over twenty years, particularly enjoying working with individuals and small business clients, with an emphasis on family business. Tony dedicates most of his time to business mentoring and development with clients to help them realize their vision and purpose.
Sonya has a Bachelor of Business (Accounting) and began work in the accounting field in July 2013. Sonya specialises in preparation of company and small business tax returns, financial statements, and Business Activity Statements. She is proficient with both MYOB and Xero and has a background in bookkeeping. She will be able to assist you with any queries you might have about doing the bookkeeping for your own business.
Warwick started working from the Keilor office in 2007, he has a Bachelor of Business (accounting). Warwick’s skill set involves individual, partnership, company and trust tax returns, small business and structure advising, SMSF tax compliance. Warwick has a young family and so understands the importance of future planning.
Stephanie has a Bachelor of Business (Accounting & Finance) and is currently completing her CPA. Stephanie started working in the accounting field in 2012 and is our Self Managed Superfund guru.
Jason has been providing professional Financial Planning advice and solutions to clients since 2003. He has worked in some of Australia’s largest financial institutions specialising in superannuation, SMSFs, investment strategies and retirement planning.
Whether clients are planning for a family, preparing for retirement, or running their own business, he understands that no two clients are the same. Jason prides himself in developing excellent working relationships with all his clients and he is committed to providing a personalised service and professional advice, to ensure clients have an appropriate plan in place to assist in securing their future.
Authorised Representative No. 1243218 of KT Financial Pty Ltd (Corporate Authorised Representative No. 451130) Operating Under Interprac Financial Planning Pty Ltd ABN 14 076 093 680 AFSL No. 246638
Kim has a Bachelor of Business (Accountancy) and is currently completing the Diploma of Financial Planning.
Kim has chosen the route to become a financial planner over an accountant as he enjoys preparing clients wealth and investments for the foreseeable future in preparation for their retirement.
Stuart has an Advanced Diploma of Accounting and started working in the Accounting field in 2016.