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  • Suite 38, 6 Meridian Place BELLA VISTA NSW 2153
Jade Finance

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(02) 9672 6320

About Jade Finance

We help individuals and businesses navigate the complexity of Australian taxation and structure their personal and business finances to maximise their future financial wellbeing

We love numbers, but you're not just a number to us

About Jade Finance

Passion, Purpose & Integrity

At Jade Finance we have a passion for helping our clients succeed. As trusted advisers & caretakers of our client’s financial wellbeing we believe it is our responsibility to go above and beyond to make sure we are giving the individual advice that our clients require.

We don’t believe in a tick-the-box approach. Believe us, a lot of our existing clients have come to us with a history of chronic mismanagement by their previous accountant. We believe as accountants we need to have a real interest in not just working with what we’re given, but being creative in identifying opportunities in what we see, and recommending options for maximising your future position.

Your Accounting & Finance Team
Out of your vulnerabilities will come your strength.

Serving Clients Since

2006

History

Out of your vulnerabilities will come your strength.

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Why Jade Finance

More than 15 Years of Service

With more than 15 years of service, and many years of experience in our practice, you can rely on us

Years of private practice experience across business and personal clients, small to large business, and numerous industries

Corporate accounting background so we have experience in the operation of large companies

We make sure we ask all the questions to tease out your maximum entitlements

Fully transparent pricing structure

Free initial meeting for business clients

Access to a network of professionals we trust and recommend

Our Services

Services We Offer

We offer a full range of financial services, combined with an extensive network of professionals we trust to support all of our clients financial needs

Taxation & Tax Planning

We help individuals and business clients plan their tax strategy, maximising their entitlements to minimise their tax bill

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Business Strategy & Advisory

We advise and with a full financial picture help you implement strategies and structures that will support the growth of your business

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Bookkeeping, Payroll & Accounting

We make outsourcing the management of your business accounts, reporting, staff payroll and compliance easy

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Self Managed Super Funds

Advice & services for setting up and managing compliant, effective superannuation structures and strategies

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Mortgages & Finance

Looking for a solution that fits your individual personal and business needs? With a full understanding of your financial position, we make it easier

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Professional Network

Sometimes helping our clients means the best thing we can do for them is to connect them to the right person, or business. We have an extensive network of professionals we work closely with and can recommend with confidence.

Meet Our Team

We’re a small but passionate team, with years of experience as individuals across personal and business, accounting, bookkeeping & finance

John Vrtaric

CPA, FP, MBA, JP

John is a Certified Public Accountant (CPA), Registered Tax Agent, Mortgage Broker and a JP.

John is the founding partner and owner of Jade Finance. With over 20 years of experience as a CPA and Mortgage Broker John has extensive knowledge in finance, accounting and taxation matters for a diverse range of industries.

John takes time to understand each client’s business and recognises that every client and their situation is unique and is readily available to clients to discuss their business needs. His primary objective with his clients is to solve their tax and financial problems, help them capitalise on new opportunities and ensure they avoid the pitfalls through the life cycle of their business.

John has a strong focus on Self-Managed Superfunds(SMSF) and has established a large number of new SMSF and as a mortgage broker is able to source a SMSF loan for a Limited Recourse Borrowing Arrangement(LRBA) which allows SMSF to borrow to purchase a residential or commercial property within the SMSF.

Lena Tepia

B.Com, CPA

Lena is a Senior Accountant and joined Jade Finance in 2010 . She has a Bachelor of Commerce (Accounting) and is a Certified Public Accountant.

Lena has over 25 years of accounting experience and brings with her a wealth of knowledge in accounting, tax and compliance from having worked in Commerce and Public Practice.

Lena works with all types of entities, Individuals, Trusts, Partnerships, Companies and Self-Managed Superfund.

Lena takes complex problems and turns them into solutions that are understandable and that workable for clients.

Larna Williams

B.Bus, Acc Dip

Larna has been with Jade Finance for over 6 years. Larna has a Bachelor of Business and Advanced Diploma in Accounting.

Larna is our go-to person when new clients arrive with their books in a mess. She loves helping clients and enjoys a challenge.

Larna specialises in bookkeeping, payroll, setting up clients accounting software and training them on its usage. She is very proficient when it comes to the various software programs on the market like MYOB, Xero and Quickbooks Online.

Her role is focused on compliance and tax work plus she also assists business consulting tasks.

Natalie Farrant

B.Com, Dip. Finance and Mortgage Broking, Cert IV Bookkeeping

Natalie has been with Jade Finance for over 8 year. Natalie has a Bachelor of Commerce in Marketing and Economics, Diploma of Finance and Mortgage Broking management and Certificate IV in Bookkeeping.

Natalie is our inhouse finance and mortgage specialist. Whether it be purchasing a new house, car or a commercial loan, Natalie’s focus is to help our clients fulfil their financing needs.

Natalie has a diverse set of skills and assists clients with financing solutions as well as bookkeeping.

Our Accreditations

Whether it's an accounting and tax matter, or finding the right finance, we make it easy

For a personal or business matter, our experienced team is here to help. Get in touch to book an appointment
Contact Us
Jade Finance
A:Suite 38, 6 Meridian Place
 BELLA VISTA NSW 2153
P:(02) 9672 6320
  • 9AM – 5PM, Monday – Friday

Our Services

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Book An Appointment

We’re happy to answer any questions you have. To book an appointment call the office on (02) 9672 6320 or send us a message 

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Australian Credit Licence 389928

 

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