Meet Bernard
Bernard delivers everything you would expect a great advisory firm to do. However, we do things differently. You get to choose the services you need. We hand pick the people that deliver the service and you get unlimited discussions.
Our Services
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We offer a full range of tax services including individual, company and trust.
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Our alternative asset investment provides self directed and advised wholesale investors access to institutional grade alternative assets for wealth creation, income generation and portfolio diversification.
Investors have access to a range of alternative asset investment classes including private credit, asset backed debt (ABS), property, private equity and private credit funds enabling investors to diversify their portfolio across alternative assets.
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Item description
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Our focus is to locate funders that align with your investment strategy and enable you to achieve your financial objectives. Allow us to secure a superior deal for you. Whether you’re refinancing, buying a new home or investment property, we can help.
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We find the best candidates for your organisation who will both deliver results and who are a good fit culturally. Our success in placing the right people with your organisation is due to the fact that I personally manage each recruitment project from start to end.
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We offer a full range of bookkeeping services for SME.
More about Bernard
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Bernard looks after your business and you as an individual in regards to accounting, tax and bookkeeping.
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Bernard offers the bookkeeping and tax services that you need. We let you choose the services that are right for you. And, you pay for these monthly as a subscription service. We also give you unlimited access to advice from your bookkeeper and accountant whenever you need it.
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We partner with accountants and bookkeepers that currently run their own businesses. Business owners looking after other business owners makes sense to us.
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You have unlimited access to your accountant and bookkeeper for the advice you need. Any question you have we’ll answer.
We find this is perfect when you’re making decisions regarding you or your business and you want to know if you’re making the right decision. You can talk to us via phone or online.
It’s always your choice.
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You have unlimited discussions from us with company incorporation, trust set up and governance documents to ensure you have the right business structure for you and your business.
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You have unlimited tax planning discussions with your accountant. This ensures you have a proactive plan in place to minimise or remove your potential tax liability.
Our clients
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"I love that I can talk to Paul my accountant before I make any financial decisions regarding my business."
Heather Bickerton - Owner Heather Barberella
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"We like the fact that we're only paying for the services we need."
Justin Wastnage - Founder Vloggi
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"The accounting team delivers exactly when they say they will"
Caesar Echeverri - Owner cae2productions
Meet the Team
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Accounting Partner
Paul has been providing guidance on tax planning, tax returns, and helping individuals and businesses better plan for the future for more than 30 years.
Paul is a Partner at Congdon Fuzi. Previous to this Paul spent 6 years as an Executive Director at Bell Partners. Prior to this Paul spent 15 years working for Darnells and Bishop Fleming in the UK.
Qualifications - Chartered Accountants Australia and New Zealand, ACCA.
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Accounting Partner
C.J has been helping individuals and businesses with their tax and accounting for more than 10 years.
C.J is a Tax Manager at Congdon Fuzi. Previous to this C.J spent 7 years working for KPMG and Bell Partners in Tax Transactions and Accounting. Prior to this C.J spent 6 years in Banking and Finance roles for NAB, The Department of Finance and Treasury and Royal Bank of Scotland.
Qualifications - Chartered Accountants Australia and New Zealand.
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Accounting Team Lead
Paul began his career with a Degree in Accounting and then an MBA in Economics from the University of Adelaide. He then spent the next 30 years working in software, recruiting and sales enablement. Culminating in senior leadership roles with Solifi, Saba and CA, both here in Australia and Asia Pacific.
Paul is an Accounting Team Lead at Bernard Accounting.
Qualifications - MBA University of Adelaide. Registered Tax Agent.
Learn more about Bernard
Bernard Accounting delivers everything you would expect a great accounting firm to do. However, we do things differently. You get to choose the services you need. You pay for these with a monthly subscription and you get unlimited discussions.