Carwardine & Associates

Culture & Values

Great companies are built on a foundation of culture and values.

At Carwardines they are what make us unique, engaging and successful.

Our five values shape our culture. They inform the way we do business, inspire us to draw strength from each other, and enable us to deliver outstanding value to our clients and communities. Our values remind us of the behaviours that set us apart. We recruit and retain the best, talk straight, play to win, grow and improve, and empower and trust.

Our Values are an expression of who we are.
Our Five Values

Recruit and retain the best

Carwardines values talent – the talent of our people. Our continuing success requires us to retain and grow our talent through a constant inflow of innovative, creative people who add value to our firm and our clients.

To do this we:

Set high expectations
Focus unrelentingly on identifying talent
Develop career paths
Identify and invest in potential
Develop relationships and engage our alumni
Value diversity and foster an environment where talented people thrive and excel

Talk straight

Talk straight means open, regular, honest and constructive communication throughout our firm and with our clients.

To do this we:

Tell it like it is, with empathy and respect
Communicate freely while mindful of the impact
Have no hidden agendas
Are courageous in our pursuit of truth
Stand up for what we believe in

Play to win

Every relationship we enter, every opportunity we encounter, we approach with confidence based on our knowledge and skills.

To do this we:

Think and act beyond the boundaries of our local markets or business disciplines
Believe in our ability to win
Develop superior products and services
Support and promote our people and our customer’s success
Network and foster great relationships
Deliver on our promises

Continuously grow and improve

We encourage our people towards a lifetime of learning and mentoring. We seek new challenges and find innovative ways to deal with changing circumstances through the 3 Gs: Grow the business; Grow the team; and Grow yourself.

To do this we:

Learn from the ideas of others
Think outside the square and are prepared to take risks
Innovate
Reward achievement
Encourage our people to expand their experience and grow

Empower and trust

At Carwardines we encourage ownership and pride by providing clarity and delegating responsibility and authority to all our people.

To do this we:

Take ownership for what we do
Take personal accountability for our actions
Give and delegate responsibility
Balance the future of the firm with the need for short term results
Build trust and have confidence in each other

Our Team

We believe our people help to set our firm apart. We are very proud of the team that we have developed and would like to introduce them to you.

Principal
Laurie Carwardine
B.Bus ACA ASIA J.P.

Laurie developed his accounting and business skills working for KPMG and other accounting firms during the 1980’s. In 1991 Laurie commenced his own accounting firm which has experienced growth of greater than ten fold in that time.

Accountant
John Ryan
Leader of Business Taxtion & Accounting

John Ryan joined the firm in 1998. He has since completed his B.Com, risen up the ranks and is now the leader of our Business Services division which looks after all of our business clients. John is hard working, innovative and very organised.

Accountant
Di Pilon
Leader of Individual Non Business Taxation

Di Pilon joined Carwardines in 1999 after having worked for other accounting firms in the previous twelve years. Di specialises in personal income tax returns as well as administration of self managed superannuation funds.

Finance Broking & Loans
Tina Torpey
Finance Guru

Tina joined our firm in 2001 after having worked for accounting firms previously for four years. Tina heads up our finance division which has become one of our busiest divisions.

Carwardine & Associates in Alderley, Brisbane, QLD is listed under the best Accountants with expertise in Personal Income Tax Returns, Self Managed Super Funds (SMSF), Business Tax Advice.

Some other services offered by Carwardine & Associates include Investment Planning, Wealth Management, Business & Company Tax Returns, Accounting.

Contact Carwardine & Associates to receive more information about our services.

Services

Business Advisory

We assist clients in all areas of their business from assisting in business decisions, key performance indicators, human resources, industrial relations, business expansion, systems development, cost control, marketing, business purchases, franchising, business sale and succession planning. We get involved.

Taxation
 
We prepare all income tax returns and provide advice in all areas of taxation including income tax and goods and services tax. We do tax planning with clients and understand that all clients want to achieve legal tax minimisation.

Accounting

We prepare financial statements for all our clients from monthly financial reporting, quarterly, half yearly to yearly reporting. Financial statements provide the base for managing your business.

Financial Broking

Our firm provides clients with a large suite of loan products. We offer finance for motor vehicles and plant and equipment through to loan products for homes, investment properties, commercial properties and industrial sheds. Our finance is fast and extremely competitive.

Financial Services

Our firm also offers a full range of services from our fully qualified planners who are authorised representatives of our wholly owned subsidiary Carwardine Financial Services Pty Ltd. We pride ourselves on our value added services, with working with you to achieve your financial objectives and in providing you with our personalised and ongoing advice.

Self Managed Superannuation Funds

We encourage clients to set up their own Self Managed Superannuation Fund. We think it is important for you to control your own destiny. Ask us how easy it is to set up your own SMSF. With set up costing as little as $990 and annual fees from only $1200, there really is no reason to wait.

Reviews

“We have dealt with Carwardine & Associates since 1998. As anyone in business knows, you come across the occasional “road block” to getting where you need to be. Luckily I have had the wisdom , integrity & care from Carwardine & Associates to see us through these times. Thanks Laurie & team!”

“I have gone to Carwardine for personal income tax, I have had no problems and the price has been very good compared to the bigger firms.
I recently rang to book an appointment to get some business advice. Instead the principal rang me back and gave me the advice for free.
I am not sure why Carwardine get such bad reviews on the net?”

“Not your average firm. If you need people who know what they’re doing and that work in the real world then give them a call.

Not sure about the $275 fee the other reviewer talked about. I never had to pay that.”

You need to pay a $275 fee before they will even speak to you. Pass”