About

What is the best approach to protecting your assets? If wealth preservation and properly safeguarding your assets is important to you, we have the tools that may assist you.

In the event of a family breakup, we have strategies that may reduce your personal income tax burden

We can help you formulate a retirement plan so you can concentrate on your next holiday

Want to keep in control of your SMSF Compliance obligations?

Want to experience the GW&a Difference? Easy as…..pick up the phone and make the call

We can provide you and your business with tax saving strategies.

About

About Our Company

Gerard Wilkes & Associates is a dynamic chartered accounting and business advisory firm founded in 1977 in Queensland. We provide expert financial, tax and business advice to private clients and to a wide variety of businesses.

You will be impressed by our service and attention to detail and our high standards of professionalism. Our aim is to assist in every way we can to allow you to realise your full potential. Our professional staff includes highly educated and well-trained Chartered Accountants, business consultants, tax specialists, finance consultants and excellent support staff working together as part of our team.

Our staff undertakes ongoing professional development and training to ensure we are up to date and aware of the legislative changes and strategies.

Gerard Wilkes, Our Founder

Gerard has been a Chartered Accountant since 1972 and was admitted by the Institute of Chartered Accountants as a Fellow in 1981. Gerard entered the accounting profession in 1967, commenced private practice in 1977 and has operated a successful family owned business since that time.  Not only does Gerard have extensive business, investment, superannuation and taxation knowledge he also has a down to earth practical approach to these specialities.

Gerard has a particular interest in wealth creation for our clients using superannuation and direct share investments and has been very successful in realising these aims. Gerard has undertaken extensive study over his lifetime and has a Graduate Diploma in Applied Finance and Investment, CA Financial Planning Specialist, is a Registered Tax Agent and a Commissioner for Declarations (C Dec). He is also a member of the National Tax Agents and Accountants Association (NTAA) and Self Managed Superannuation Professionals of Australia (SPAA).

About

Our Team

About
About
About
Shannon Wilkes
Partner/Commissioner of Declarations
.
Blair Wilkes
Partner/Accountant/Commissioner of Declarations
Leigh Wilkes
Mortgage Broker
About
About
About
Rod Sousa
Accountant
John Rose
Financial Planner
Jenny Cockerill
Office Administrator

"Effective asset protection strategies can limit and in some cases avoid liability for individuals who are carrying on a business."

"Has your business got the right policies to ensure your safe from legal action?"

"We can help you manage your affairs to ensure a smooth transfer of wealth to beneficiaries."

"We can assist you with all your Self Managed Super Funds or referred to as SMSF requirements."

"Our team will ensure you pay only what you have to, through careful tax planning, we also do tax returns."

About

About Our Company

Gerard Wilkes & Associates is a dynamic chartered accounting and business advisory firm founded in 1977 in Queensland. We provide expert financial, tax and business advice to private clients and to a wide variety of businesses.

You will be impressed by our service and attention to detail and our high standards of professionalism. Our aim is to assist in every way we can to allow you to realise your full potential. Our professional staff includes highly educated and well-trained Chartered Accountants, business consultants, tax specialists, finance consultants and excellent support staff working together as part of our team.

Our staff undertakes ongoing professional development and training to ensure we are up to date and aware of the legislative changes and strategies.

About

Gerard Wilkes, Our Founder

Gerard has been a Chartered Accountant since 1972 and was admitted by the Institute of Chartered Accountants as a Fellow in 1981. Gerard entered the accounting profession in 1967, commenced private practice in 1977 and has operated a successful family owned business since that time.  Not only does Gerard have extensive business, investment, superannuation and taxation knowledge he also has a down to earth practical approach to these specialities.

Gerard has a particular interest in wealth creation for our clients using superannuation and direct share investments and has been very successful in realising these aims. Gerard has undertaken extensive study over his lifetime and has a Graduate Diploma in Applied Finance and Investment, CA Financial Planning Specialist, is a Registered Tax Agent and a Commissioner for Declarations (C Dec). He is also a member of the National Tax Agents and Accountants Association (NTAA) and Self Managed Superannuation Professionals of Australia (SPAA).

Our Team

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