Meet The Team

Since starting his career in public practice in 2015, Avneel has developed his expertise and experience to provide clients with valuable insights and support across a wide range of financial matters. As a member of CPA Australia and a Registered Tax Agent, he brings a comprehensive understanding of the accounting profession to his role as Client Service Manager at Financially Sorted.

Avneel is adept at helping clients navigate complex financial landscapes, offering guidance that is both practical and strategic. His expertise ensures clients receive well-rounded advice tailored to their specific needs. Avneel is passionate about assisting clients in achieving their lifestyle and financial goals.

Known for his meticulous approach, Avneel works closely with clients to ensure their financial affairs are managed efficiently and effectively. He is dedicated to providing clear, actionable advice that empowers clients to make informed decisions and achieve long-term success.

Outside of his professional commitments, Avneel values staying organised and maintaining a well-balanced personal life. He enjoys travelling, which allows him to broaden his perspectives and gain new experiences and spending quality time with his family.

Qualifications:

• Bachelor of Commerce (Accounting & Economics)
• Member of CPA Australia
• Certified Xero Advisor

Expertise:

• Business & Taxation Advisory
• Tax & Accounting Compliance
• Tax Planning
• Capital Gains Tax
• Property Development & Construction