STAFF PROFILES

BARRY LEVIN

Director

 

Qualified as a Chartered Accountant in 1975 and established a successful accounting, taxation and auditing company before migrating to Australia in November 1999.

 

Barry founded the Charter Financial Group in Australia in 2001 after requalifying as an Australian Chartered Accountant. He acquired a Higher Diploma in Income Tax in South Africa as well as a Graduate Certificate in Taxation and a Post Graduate Diploma in Business Taxation from Curtin University Perth.

 

In March 2007, Barry was registered by ASIC as an auditor in terms of the Corporations Act 2001 and in March 2013 became a registered Self-Managed Superannuation Fund Auditor under the Superannuation Industry (Supervision) Act 1993.

Barry also holds a Limited Australian Financial Services Licence enabling him to provide advice for Self Managed Superannuation Funds.

 

Kelcy holds a Bachelor of Accounting Sciences (B.Compt) degree from the University of South Africa and has recently passed her RG146 in Self-managed Superannuation Funds.
Kelcy has vast knowledge in Taxation and Auditing.
 

KELCY WATKINS

Accountant

 

Jayne was born and Schooled in the UK and spent 14 years with the National Australia Bank where she attained a level of Senior Staff Training Officer in Supervision and Security Documentation.  It was during this time that Jayne studied Accounting and graduated in 1991.  

Jayne entered the Accounting Industry in 1995 and went into her own practice in 2007.
Jayne brings a wealth of knowledge and experience to the team.

JAYNE BROWN

Accountant

 

Michael is a Chartered Accountant with over a decade and a half of experience in accounting, finance and taxation, both in practice and commercial settings.
 

Starting as a graduate in 2007 with a large accounting practice in the UK, Michael went on to run his own department providing accounting, taxation and business advisory services to a range of clients from individuals to large complex group structures.
 

As well as being a Chartered Accountant (CA), Michael also holds a bachelor degree with Honors (BA Hons) in accounting and finance. Moreover, Michael is also a Fellow of the Association of Chartered Certified Accountants (ACCA) and a Chartered Tax Advisor (CTA) with the Tax Institute.
 

Michael’s qualifications combined with his extensive experience ensure that our clients benefit from only the highest levels of service and technical expertise.

MICHAEL RUDDY

Accountant

 

Sakhile holds a Bachelor of Accounting Sciences (BCompt) degree from University of South Africa.
Her exposure to public practice since 2008 has led to extensive experience in Accounting and Taxation. 

Currently working on her CPA, Sakhile is a great asset to Charter Financial Services and has an excellent rapport with the many clients served by our office. 

SAKHILE MBIZWO

Accountant

 

Loveous hails from South Africa, currently pursuing his studies to obtain an Association of Chartered Certified Accountants (ACCA) qualification and hold a HND in Accounting which he obtained in 2002.

 

To Charter Financial Services, Loveous brings over 15 years of accounting and bookkeeping experience ranging from large, privately owned and managed businesses across a range of industries. This experience has provided valuable insight for the clients Loveous has worked with since resettling in Perth.

 

With a keen eye for detail, near enough is definitely not good enough for Loveous when it comes to getting our clients the best possible outcomes. 

LOVEOUS MBIZWO

Accountant

 

Cindy holds a Master of Professional Accounting degree from Edith Cowan University.
After graduating in 2020 Cindy joined Chartered Financial Services.  
She is currently working towards her Chartered Accountant Certificate.

CINDY LIN
Accountant

 

© Charter Financial Services, 2016   Privacy Policy

Tel: 08 9226 5123
Address​​​​​​: Unit 9, 17 Foley St, Balcatta WA 6021

info@charterfin.com.au

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