Statewide Taxation Services Pty Ltd

The Statewide Wealth team brings a fresh and engaging approach to the provision of industry leading advice, proactive management of all superannuation, investment and insurance portfolios and most importantly, a strong emphasis on regularly reviewing your personal situation to ensure your plan is right for you in all stages of your journey.

We want to know all about you – your goals and objectives, your family, your business, your likes and dislikes! Only then can we really understand what drives you and provide you with options you may not have yet considered.

We want to help you:

1 – Create     – To build your wealth by utilising opportunities available to you now and into the future.

2 – Protect    – Create strategies to ensure your income continues and your family’s lifestyle is protected in case of unforseen events.

3 – Enjoy!      – You are unique!  We want you to help you live your dreams and enjoy your retirement.

We are proudly independent and believe that each and every client has unique needs and objectives. Our professional association with the Securitor Group (a division of BT Financial and Westpac) provides Statewide Wealth with the strength of a global operation while maintaining the flexibility to act independently on a local level.

Our financial planners are members of the FPA (Financial Planning Association of Australia Limited) and follow the rigorous Code of Professional Practice that the Association requires. We always aim to meet and exceed these professional standards and are committed to achieving the highest standards through our collective conduct and continuing professional education.

We look forward to meeting with you and forming a positive partnership to help you create, protect and enjoy your wealth.

Meet the Team

Aaron Steer AFP® AdvDFS, SMSF Specialist (ICFS)

Director, Principal Financial Planner
Contact

Office –   07 3857 2663

Mobile – 0429 567 220

Email –

Aaron leads our Statewide Wealth team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify their goals, plan strategies, and ensure that recommendations are implemented. He has a strong focus on pre-retirement planning, SMSF investments and also enjoys working one-on-one with small business owners.

Aaron’s ability to explain complex financial situations in easy to understand language helps build the trust that is so important in a professional relationship.  Aaron currently sits on the AIA Board of Advice as a professional consultant and is a member of the  Securitor Circle advisory team.  He was awarded the 2011 Community Service Award from Rotary International for his involvement in his local area.

Wayne has a lifetime of experience in the financial services sector. Following 16 years in retail banking with experience as a branch manager, Wayne moved to a career in taxation and financial planning.

Understanding the needs of clients and drawing on his depth of knowledge to provide practical and genuine advice. Wayne values the old traditions of providing clients with exceptional levels of service and complete satisfaction. His greatest strength is an ability to communicate with people from all walks of life and all financial situations. Wayne offers expertise in investment advice particularly in the area of superannuation, including self managed super funds.
Dean Gibb AFP® Dip FS, MCom(Prof Acc)

Director, Accountant, Financial Planner
Contact

Office –   07 3816 2777

Mobile – 0432 545 025

Email –
Dean is a qualified accountant with over 20 years experience. He has completed a Masters in Commerce and his extensive accountancy background allows Dean to advise business clients on complex tax structures and a range of personal and business financial planning issues.

Dean approaches clients in a relaxed yet professional nature and takes the time to explain strategies to clients, to make sure they fully understand the processes involves.

Ryan McCormac DFP BBus, BA
Financial Planner
Contact

Office – 07 3857 2663

Email –
Ryan is an experienced financial planner having spent the first 8 years of his professional life with Australia’s largest financial services and banking group.  He has completed a Bachelor of International Business and a Bachelor of Arts majoring in Asian Studies. Ryan has exceptional interpersonal skills which allows him to focus on developing productive relationships with his clients through meaningful dialogue, achieving a comprehensive understanding of their financial and lifestyle needs and goals.

The ability to think on his feet and overcome challenges by drawing on a wide-range of technical expertise has seen Ryan become a trusted adviser for his clients.

Wayne Dossetto AFP® C.Dec
Director, Tax Consultant, Financial Planner
Contact

Office – 07 3857 2663

Email –
Aaron leads our Statewide Wealth team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify their goals, plan strategies, and ensure that recommendations are implemented. He has a strong focus on pre-retirement planning, SMSF investments and also enjoys working one-on-one with small business owners.

Aaron’s ability to explain complex financial situations in easy to understand language helps build the trust that is so important in a professional relationship.  Aaron currently sits on the AIA Board of Advice as a professional consultant and is a member of the  Securitor Circle advisory team.  He was awarded the 2011 Community Service Award from Rotary International for his involvement in his local area.

Wayne has a lifetime of experience in the financial services sector. Following 16 years in retail banking with experience as a branch manager, Wayne moved to a career in taxation and financial planning.

Understanding the needs of clients and drawing on his depth of knowledge to provide practical and genuine advice. Wayne values the old traditions of providing clients with exceptional levels of service and complete satisfaction. His greatest strength is an ability to communicate with people from all walks of life and all financial situations. Wayne offers expertise in investment advice particularly in the area of superannuation, including self managed super funds.
Paul Gibb   DFP, DFS (Mortgage & Finance Broking) 
Financial Services Consultant
Contact

Office – 07 3816 2777

Email –

Paul is an accredited MFAA Mortgage & Finance Broker with experience in Residential & Commercial Lending. Paul assists Statewide clients with their lending needs, whilst also playing a support role within the Statewide Wealth administration team.

Prior to commencing his career in Financial services, Paul was a small business owner, so he understands the challenges many business owners face in this rapidly changing environment.

Paul is a strong communicator, has a passion for business development, and a keen interest in marketing.

Andrew joined the Statewide Wealth Team after 6 years as a public accountant. Andrew has a degree in Accounting and Financial Management and has recently completed his Advanced Diploma of Financial Planning. Andrew provides the Statewide team and the Principal and Senior Planners with technical and professional support. Andrew’s previous experience with small to medium business in various industries means he is able to understand the real issues facing our business clients and make a practical difference to their financial future.

Andrew also specialises in helping Gen Y’s with the basics of preparing a financial blueprint for their future including budgeting, establishing superannuation and appropriate insurance cover and ‘starting out’ in the investment market.

Tess Ward
Practice Manager
Contact

Office – 07 3857 2663

Email –

Tess is an experienced Financial Planning office manager with over 7 years in the financial services and funds management industry.  Tess directly assists our Principal and Senior Financial Planners and is the ‘go-to’ person in our office!  She will, in most cases, be our clients’ first point of contact for general enquiries and help.

Tess has gained a General Advice qualification and her knowledge and organisational skills are put to good use in our busy office.  Feel free to contact Tess if you have any queries regarding your portfolio or situation.

Samantha Melvin   
Client Services Manager
Contact

Office – 07 3857 2663

Email –

Sam has recently joined the Statewide Wealth team and brings years of client service experience with her.  Sam has completed a Diploma in Financial Management and has a Mortgage Broking accreditation.

Paul Gibb   DFP, DFS (Mortgage & Finance Broking) 
Financial Services Consultant
Contact

Office – 07 3816 2777

Email –

Paul is an accredited MFAA Mortgage & Finance Broker with experience in Residential & Commercial Lending. Paul assists Statewide clients with their lending needs, whilst also playing a support role within the Statewide Wealth administration team.

Prior to commencing his career in Financial services, Paul was a small business owner, so he understands the challenges many business owners face in this rapidly changing environment.

Paul is a strong communicator, has a passion for business development, and a keen interest in marketing.

Statewide Taxation Services Pty Ltd in Kedron, Brisbane, QLD is listed under the best Accountants offering services such as Investment Planning, Superannuation, Retirement Planning.

Some other services offered by Statewide Taxation Services Pty Ltd are Insurance.

Phone Statewide Taxation Services Pty Ltd to book your appointment.

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Reviews

“Great Local Tax Accounting service. Very Reliable. I have used them for several years.”

“In simple words: bad, unprofessional and unhelpful. Applying for our tax return was a very simple job. We could have done it ourselves. However, when the ATO asked us to return our money and said that my tax return had been disallowed after an audit, Statewide taxation did not even return our calls after calling them multiple times. Finally when we spoke to the staff who had done the job for us earlier said “they would get back” to us, and never did. We went to another accountant and got it all sorted. 99 out of 100 tax returns are very easy to do. When there is trouble, how unprofessional is it to turn your back to them ??? Please do not think that I am over doing it – its a 100% true story.”