TESTIMONIALS

“We have used Charter Financial Services for our financial and tax matters for fifteen years for our company, our personal affairs and our real estate and development dealings. Charter Financial Services is essential to our business and does an outstanding job for us. They have excellent knowledge of finance, structures and taxation matters and are a pleasure to deal with – nothing is too much trouble and they provide their service promptly and professionally. We recommend Charter Financial Services without hesitation.”

Liz Sterzel, Managing Director

Property Wizards

“Being in the TV Industry both domestically and internationally, we require an independent Auditor to provide audits on our many Productions.  Our Tax Accountants recommended Charter Financial Services to us many years ago and they are now our go to people for audits.  Barry along with his team are highly efficient which is a crucial element in this dynamic industry.  They are also very easy to work with and maintain high standards of professionalism and expertise.  I have no hesitation in recommending Charter Financial Services for any auditing needs.”

Orla Holland, Head of Finance

Prospero Productions

Barry Levin and the team at  Charter Financial Services have supported the Silva-Belt Group of Companies since 2006. During this time the Group has undergone many changes which required specialist secretarial, audit, superannuation and taxation advice for its multi-million dollar operations.

Barry has always been available to us and ready with the advice we required in a timely manner and his team follows his lead in being knowledgeable and pro-active.

The advice we sought has related to such diverse activities as fresh produce wholesaling, liquor importing, fertiliser importing, cattle exporting, import/export of fresh produce, farming, mechanical repair workshops, real estate, motel management and foreign consular issues.

Barry and his team work well with our qualified in-house accountants and have added to the overall knowledge required to run a complex commercial organisation.

RW Sharpe, CPA
Silva-Belt Group of Companies

“We have been using Barry Levin and his team at Charter Financial Services as our preferred accountancy firm for many years and we are very happy with the efficient, friendly and professional service that they always provide. We have no hesitation in recommending Charter Financial Services to anyone who needs an extremely high quality and personal service. The accountants at Charter Financial Services treat their clients as if they are family. We highly regard Charter Financial Services, and believe that they are best accountancy firm in Western Australia.”

Kathy Clancy-Lowe, Licensee

My-House Settlements

“My motto with accountants is:  when you find a great one, stick with them.
Charter Financial Services provides a complete service of accounting management and financial strategies to meet your particular objectives. 

Barry and his team does this for my own individual tax return as well as my large Company with complex needs.  Charter Financial Services is always informed and up to date and I rely on their experience and expertise to help me run my business.  Barry is very personable, professional and flexible and allows you to do as much or as little as you want in preparation of BAS lodgements and other requirements, and steps up to the plate when you need him.

The staff at Charter Financial Services operate well, and all have good values of service to the client."

Charmaine Robinson, Financial Director
Firm Construction

“ We have been with Charter Financial for almost as long as we have been in business, and I can honestly say that the service and support we receive has always exceeded expectation. Barry and his team have always gone above and beyond to provide a personalised service that ensures  we are able to maximise our financial position while maintaining compliance. Their knowledge, expertise and willingness to assist makes me very grateful our financials are in their hands. I would have no hesitation in recommending Charter Financial Services”  
Sandi Harrison
Practical Plumbing and Gas

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

info@charterfin.com.au

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