Wilson has notched up more than 20 years in public practice since his professional start with one of Australia’s leading accountancy firms.

During his early years he noticed many clients coming to him with property investment portfolios all had the same problem.

Their holdings had not been well structured for tax purposes. As such, they could not take advantage of tax reduction opportunities that would otherwise have been open to them.

Mistakes made at the time of purchasing meant much higher tax burdens for many of these investors, and greatly reduced profits.

In some cases, investors were handing back 40 - 45% of their gains to the ATO. This was deeply frustrating for Wilson and his clients. Better planning and structuring at the outset would have meant paying far less tax, and sometimes none at all.

Clearly there was a real need amongst property investors for professional planning and advice on structuring their holdings.

Since then, up-front planning and advice on structuring property investments has become a mainstay of Wilson’s work.

He is co-author of: Things Your Accountant Never Told You About Investing in Property.

Vivian Lieu's Certifications

• Master of Accounting (Swinburn University)

Vivian is a seasoned Tax Accountant, with over 25 years’ experience.

But that label alone doesn’t begin to do justice to what she actually does for our clients.

Where she really excels is in the role of guardian angel for individuals or businesses in stressful or challenging financial situations.

For example, if you’re ever unlucky enough to be audited by the ATO, Fair Work, Worksafe or ASIC - or worse, a combination of them, you’ll count yourself lucky to have Vivian to keep you safe and calm.

One of the things she loves most about being a tax accountant is being able to take the stress out of stressful situations.

And if you’re new to Australia, in need of professional advice on the way our Financial System works, she makes a brilliant and enthusiastic financial guide. She’ll clue you up to every little pitfall and trick that’s worth knowing.

Another thing you might really appreciate about Vivian is her grounded, down to earth perspective. She hasn’t always been a tax accountant. She’s come up through the ranks as it were, from quite humble beginnings. Before qualifying as an accountant, she’s been a waitress, shop assistant, administrator and book keeper. Some people find it much easier to be open about their finances when dealing with someone whose literally seen it all.

Clare Xi's Certifications

• Certified Practising Accountant
• Bachelor of Commerce (Monash)

Clare is a Certified Practising Accountant and Taxation Specialist who takes care of Self Managed Super Funds and small to medium size business accounts, as well as individual returns.

She majored in Accounting and Finance at Monash University and loves solving client problems.

Clare has been with us since 2017.

Alice Lai's Certifications

• Certified Practising Accountant
• Master of Finance & Investment, UK

Alice is a Certified Practising Accountant with extensive experience in Financial and Regulatory Reporting and Data Analytics.

Before moving to Australia, Alice worked as an analyst with leading banks in Hong Kong and Singapore.

As one of those people for whom time seems to stand still when she’s analysing numbers and focusing on tiny details, Alice loves her work. No doubt that’s why she has such a strong work ethic.

Chau Tran's Certifications

• Diploma of Office Administration and Bookkeeping

Chau is very much a people person, with more than 22 years’ experience as a book keeper and office administrator.

Before joining us she worked for a diverse range of businesses in book keeping and admin roles.

She has a wealth of experience in solving tricky book keeping problems, also in liaising with the ATO and other government departments.

With Chau looking after your books, you’ll appreciate her personal touch and willingness to go the extra distance to keep your finances in order.

Michael Powell's Certifications

• Masters of Financial Planning, Kaplan Professional
• Certified Financial Planner (CFP), Financial Planning Association
• Diploma of Financial Planning, Deakin University
• Graduate Diploma of Advanced Nursing (Critical Care), La Trobe University
• Bachelor of Nursing, La Trobe University

A Certified Investment Management Analyst with a Masters Degree in Financial Planning, Michael has over 30 years’ experience as a Financial Planner and Adviser, working with family investors and small to medium businesses.

The story of his becoming a financial adviser is little different from most.

Michael devoted the first 10 years of his working life to the nursing profession. During that time he observed that financial security was very often central to people’s wellbeing and their quality of life. That prompted him to take the bold decision to transition to the financial industry.

He took his compassionate and patient-focused approach with him to his new role as a financial advisor, quickly earning the trust and loyalty of his clients. With his unique background and skill set, Michael is able to provide a holistic approach to financial planning, truly understanding the needs of his clients and helping them achieve their financial goals.

Bruce Nguyen's Memberships and Certifications

• Certified Practicing Accountant
• Fellow of the Tax Institute
• Bachelor of Business (Accounting - Monash)
• Diploma of Superannuation

Bruce is a Certified Practicing Accountant and specialises in Taxation and business advisory services for small to medium enterprises.

He is particularly fond of figuring out client problems and helping them manage their wealth. He has a knack for putting financial jargon into terms everyone understands.

With extensive experience across different industries he’s never lost the sense of satisfaction and enjoyment that comes from adding value to clients’ financial wellbeing.

Bruce obtained a Bachelor of Business degree from Monash University and worked in two other public accounting firms before joining House of Wealth.

Tina Morrell's Memberships and Certifications

• Diploma in Financial Services (Financial Planning)

Tina has worked in the finance industry since 1980.

11 years in superannuation within the Life Insurance industry, and more than 27 years in the financial planning industry, specialising in SMSF administration, compliance and Centrelink Services.

She is an expert at dealing with Centrelink and Fund Managers and always seems to know what to do when it comes to problem solving and sorting out stressful situations.

Tina has an excellent rapport with all the clients.

Katrina Robertson's Certifications

• Certificate of Business Studies (Secretarial)

Katrina is our mainstay of all things Admin.

If you need information, to fix up an appointment, update your details, or sort out any admin problem, Katrina is the person to speak to.

Having joined us back in 2007, she has more than a decade’s experience in the financial planning industry so she knows her stuff when it comes to our business and you, our clients.

Khanh Chuong's Certifications

• Bachelor of Business Administration

Khanh is one of those rare individuals who knows what every ATO and ASIC form is for and what every obscure, rarely ticked option on each form is for too.

She has a very keen eye for detail and loves nothing better than making sure everything is ship shape.

She looks after important back office client administration jobs such as lodgement of Tax Returns and setting up new companies and trusts. The sort of work where dotting of I’s and crossing of T’s is paramount.

Huong Pham's Certifications

• Bachelor of Accounting

Huong began her accounting career working in Self-Managed Super Funds compliance. From there she moved over in tax accounting work.

With a keen eye for detail and a naturally meticulous nature, she will make sure your tax returns are free from any errors.

Stephen Dang's Certifications

• Bachelor of Commerce (ACU)

Stephen graduated with a major in accounting and marketing from the Australian Catholic University. He joined House of Wealth as a graduate accountant in 2021.

Stephen has a very keen eye for detail and a strong sense of commitment to getting the best results possible for our clients.

Hien Pham's Certifications

• Bachelor of Accounting

After graduating with a Bachelor of Accounting in 2017, Hien gained valuable experience in tax preparation and SMSF audit before joining House of Wealth at the end of 2021.

Hien is meticulous by nature and goes to considerable lengths to ensure your financial reports and tax returns are presented accurately.

James is a diligent graduate with a Bachelor of Business in Accounting and Marketing.

With a strong foundation in practice-based learning, he is keen to apply his knowledge to real-life financial scenarios.

As a graduate accountant at House of Wealth, James leverages his accounting and marketing expertise to provide well-rounded financial solutions. Focused on continuous learning and committed to delivering consistent service, James supports the firm's mission to help clients achieve their financial objectives.

Daisy is a dedicated professional, committed to providing exceptional administrative support and ensuring seamless office operations.

Her keen eye for detail and strong work ethic make her an invaluable asset to the team.

Passionate about accounting and finance, Daisy's continuous drive for learning and growth enables her to confidently contribute to the success of House of Wealth's clients. Her training in economics strengthens the firm's capabilities in delivering comprehensive financial solutions.