MComm(Prof Acct)/ Adv Dip Financial Planning/ Member of the Aged Care Steps Adviser Network/ Aged Care Specialist/ Tax (financial) Adviser
The Finance Boomer accredited financial adviser Carol Roberts has the skills, training and resources to help you improve your financial situation. She is committed to understanding your needs and identifying the best ways to achieve your goals, and will take the time to listen, explain things clearly and keep you informed throughout the process
Everyone’s circumstances are different, and The Finance Boomer can help you determine the strategy that suits you best.
Liza holds a Bachelor of Commerce (Accounting) and Bachelor of Law from the University of Tasmania.
After working at the Australian National Audit Office in Canberra, Liza moved to Melbourne and gained 8 years’ experience as a Senior Investigator with the Victorian State Revenue Office.
Liza has also worked as a para-legal drafting contracts of sale for business whilst providing HR and administration support to the Principal. Also with a passion for training, Liza has been developing her skills and qualifications to deliver training.
Now residing in Hobart, Liza has been providing bookkeeping, business services and small business mentoring. Liza has experience with Xero and is a certified advisor.
She is a member of the Institute of Certified Bookkeepers and Australian Bookkeepers Network. She has a passion for helping small business and prides herself on quality services.
When you call The Finance Boomer Angela is the person in the office you contact with your enquiries. Angela has over 25 years Office Administration experience and has developed a sound knowledge in administration and general office management. Angela holds a current certificate in First Aid and CPR and is also a Commissioner for Declarations.
Margie comes to The Finance Boomer from assisting a Senior Partner in a high level law firm and brings to the team over 35 years’ experience in office administration and management gained throughout Australia and the UK.
This extensive experience has given Margie a broad knowledge of commerce, excellent interpersonal skills and a knack for negotiating complex and frequently changing legal landscapes.
Margie has worked extensively with Affinity, Empower, Outlook and Microsoft Office.