At The MBA Partnership, we aim to be more than just tax and compliance accountants, we want to work with you to meet your financial life goals.
If you are a business owner, we want to help you build and shape your business into something you’re truly proud of.
Whether you are starting out, have been around for decades, looking to list and go public, or thinking about exiting your business, our team are here to support and guide you each step of the way.
Our Wealth Management team are helping many people achieve their financial goals, from fresh-faced university graduates to couples in their retirement, we can help.
If you just need your tax return completed, we’re good at those too.
Whatever your situation, we want to help you to ensure you’re in the best possible financial situation. Our team not only includes Chartered Accountants, but also Financial Advisers, Finance Specialists and even a business broker to help you buy or sell your business!
Many of our team hold specialist qualifications, such as being an SMSF Specialist Adviser, Family Business Australia Accredited Adviser and a Graduate of the Institute of Company Directors, amongst many others.
We want to give you a total customer experience unlike that you’ve ever received from an accountant or a financial planner. We strive to deliver exceptional customer service and provide advice that is personalised to you. Our team have developed our own unique set of customer service standards, which they live by, to ensure you receive only the best from us.
TEAM
Our Directors
Geoff Missen, FCA GAICD Director Chartered Accountant, Family Business Australia Adviser, Strategist, Corporate Adviser, Active Board Member, Authorised Representative of Count Wealth Accountants
Michael Beddoes, FCA Director Chartered Accountant, SMSF Specialist Adviser, Authorised Representative of Count Wealth Accountants
Nathan Moss, AR Associate Director Specialising in wealth creation, management and protection as well as superannuation and retirement planning.
Principals
Julie West Principal, Tweed Heads Office Specialising in Accounting and taxation advice; Xero, MYOB and Quickbooks; Business structures and development; and Self-Managed Superannuation Funds.
Paul Gaffney, CA Principal, Southport Paul joins the MBA team from DKF Crosbie and brings a wealth of experience and knowledge, particularly in the area of Management Rights.
Our Key People
James Brown, CA Manager | Taxation and Business Services Specialising in franchising, structuring, property development, business turnaround and asset protection
Nicole Pericic Analyst | Advisory Services Specialising in family business, due diligence, valuations, budgeting, SME structuring and advisory services.
Stuart Rogers, CA Manager | Self-Managed Superannuation Fund Services Specialising in Self-Managed Superannuation Funds, structuring and asset protection
Trevor Bruger, CA Manager | Taxation and Business Services Specialising in Xero, due diligence, valuations, budgets and cashflows, hospitality and the building and construction industries
Ben Venter Authorised Representative Specialising in investments, wealth creation, superannuation, personal insurances and retirement strategies.
The Mba Partnership in Southport, Gold Coast, QLD is listed under the best Accountants offering services such as ATO Tax Auditing, Budgeting, Bookkeeping.
Some other services offered by The Mba Partnership are Self Managed Super Funds (SMSF), Tax Minimisation, Retirement Planning, Salary Sacrifice, Forensic Accounting, Accounting, Estate Planning, Negative Gearing.
Contact The Mba Partnership to make your next appointment.
Accounting & Tax Audit & Assurance Bookkeeping Business Services Cloud Accounting Family Business Fringe Benefits 2016 International Tax
Strategy & Advisory My V CFO Valuations & Due Diligence Corporate Advisory Family Business Succession Forensics Accounting & Taxation Advisory
Wealth Management Aged Care Budgeting & Cashflow Planning Building for Retirement Business Succession Planning Estate Planning Gearing Investing
SMSF Benefits Establish Running LRBA Advice & Strategy MBA SMSF
Industries Agribusiness & Rural Education Family Business & SMEs Financial Services Foreign Investment Health & Aged Care Industrial & Engineering Investors & Retirees
Monday:08:30 – 17:00 Tuesday:08:30 – 17:00 Wednesday:08:30 – 17:00 Thursday:08:30 – 17:00 Friday:08:30 – 17:00 Saturday:CLOSED Sunday:CLOSED