Accounting and Taxation
We can provide a comprehensive range of accounting and taxation services for entities such as companies, trusts and SMSFs. Having us organise your accounting and taxation services ensures that all of your financial needs are managed seamlessly and in the most cost and tax effective way possible.
All work is completed by highly qualified accountants and registered tax agents, giving you absolute confidence that your financial affairs are in the right hands.
Andrew Brian Potts
Director and Financial Planner
Andrew studied at Victoria University obtaining a Bachelor of Business (Banking & Finance/International Trade). He also studied at Investment Banking Institute obtaining a Diploma of Financial Planning (1-5).
Andrew has been a financial adviser since 2014 when he began as an Authorised Representative of National Sterling Group. He has been the director of Potts Financial Services Pty Ltd since December 2014.
Andrew is an Authorised Representative of Shartru Wealth Management Pty Ltd. He specialises in Superannuation, Risk Insurance and Investment Strategies. He is based in Melbourne and available for appointments over the phone or in person.
Andrew Brian Potts is an authorised representative (468035) of Shartru Wealth Management Pty Ltd (AFSL 422409).