Business Details
50+ Years
experience
Your Trusted Partner for Accounting Solutions
At WCA, we transcend traditional accounting by delivering tailored financial solutions that evolve with our clients' unique needs. With a legacy dating back to 1922, our team of Chartered Accountants and Registered Company Auditors combines deep technical expertise with a client-centric approach, specializing in taxation, audit, and wealth management. We prioritize long-term relationships, offering strategic advice on superannuation, retirement planning, and business growth.Our commitment to excellence is reflected in our personalized service, which aligns with the evolving financial landscapes of individuals, professionals, and businesses. Backed by industry accreditations and a reputation for integrity, we empower clients to achieve financial stability and growth through transparent, evidence-based strategies.
Services
Taxation
Audit
Wealth Management
Superannuation
Retirement Planning
Investments
Estate Planning
Debt Management
Aged Care
SMSF Advisory
Details
- Year established: 1922
Highlights and features
- We offer tailored financial solutions aligned with your unique goals
- Our team includes Chartered Accountants with expertise in taxation and audit
- We specialize in superannuation and retirement planning strategies
- We provide personalized service with a focus on long-term relationships
- We combine technical excellence with practical, solution-driven advice
Associations and certifications
- Chartered Accountants
- Registered Company Auditors
What people say
Outstanding support
Professional skills
Personalised service
Proactive advice
Tailored strategies
Services
Taxation
WCA provides comprehensive taxation solutions for individuals and businesses, including compliance, strategic planning, and minimization strategies. Our Chartered Accountants stay updated on regulatory changes to ensure optimal tax outcomes. Services cover income tax, GST/BAS, corporate tax, and superannuation-related tax matters.
Audit
Our audit services deliver accurate financial reporting and regulatory compliance for businesses and organizations. Specializing in financial statement audits, compliance engagements, and fraud investigations, we provide transparent insights that enhance stakeholder confidence. Our Registered Company Auditors serve SMEs, large corporates, and not-for-profits.
Wealth Management
WCA's wealth management services create tailored strategies for long-term financial security. We offer investment advice, risk insurance, and estate planning to align with clients' life goals. Our Certified Financial Planners focus on growing and protecting assets across all life stages.
Superannuation
We help clients optimize their retirement savings through personalized superannuation strategies. Services include fund consolidation, investment selection, SMSF advisory, and insurance within super. Our experts ensure compliance while maximizing tax benefits and growth potential.
Retirement Planning
Our retirement planning services assess clients' financial readiness and create actionable strategies for sustainable income. We analyze assets, super balances, and lifestyle goals to develop plans that ensure financial security during retirement, including age pension eligibility assessments.
People
Steven Trustum
Chartered Accountant
With 30 years' experience, Steven specializes in audit, taxation, and superannuation. A Registered Company Auditor and Justice of the Peace, he advises on business structures and tax optimization for corporations and individuals.
Tony Bazzana
Financial Planner
Tony has delivered personalized wealth management solutions since 1995. He helps clients achieve financial goals through structured planning, focusing on long-term wealth creation and retirement strategies.
Robyn Patch
Certified Financial Planner
Robyn specializes in investments, risk insurance, and SMSFs. Since 2010, she has empowered clients with tailored strategies while promoting financial literacy through community education initiatives.
Martin McNamara
Registered Company Auditor
Martin provides audit and business advisory services to diverse clients. His technical expertise and solutions-driven approach ensure compliance while supporting business growth and regulatory navigation.
Tania Kirkland
Chartered Accountant
Tania specializes in audit and accounting for companies and not-for-profits. With 25 years' experience, she combines technical excellence with community leadership as a board member for Our Kids.
Questions
What accounting services does WCA offer?
WCA provides taxation compliance, financial statements, audit services, business advisory, and SMSF administration for individuals, professionals, and businesses.
How does WCA approach financial planning?
We create personalized wealth management strategies aligned with your life goals, covering investments, retirement planning, and risk protection tailored to your circumstances.
Can WCA help with superannuation strategies?
Yes, we offer super fund consolidation, investment selection, SMSF advisory, and insurance strategies to maximize retirement savings growth and tax efficiency.
What areas does WCA service?
We serve clients across the Northern Rivers region, metropolitan Australia, and select international markets through our Lismore and Ballina offices.
How do I schedule a consultation?
Contact us via phone at 61 02 6621 2581 or email [emailprotected] to arrange a free initial consultation at our Lismore or Ballina offices.
