Our Firm & Team
We are a well-established Morphett Vale accounting firm with financial-planning and lending services. Our goal is to make finances easier to understand and help clients feel well cared for.
*New Financial Planning, Lending or Business Accounting only.
A long-term relationship
We support small and medium business owners, individuals and families through accounting, business, financial-planning and lending decisions.
We value open and honest discussions, a welcoming environment and relationships built on mutual trust. We aim to explain the work clearly, keep communication open and make ourselves available when clients need support.
Paul began his public-practice career in 1992 and has focused particularly on supporting small and medium enterprise owners and operators.
Our team
Accountant / Business Advisor / Lending Specialist
Paul has worked in public practice since 1992, supporting small and medium enterprise owners and operators. He believes the best client relationships are built on mutual trust through consistent and effective service and advice.
Lending Specialist
Dimi helps young families pursue home ownership and supports property investors through the lending process. His work includes first-home and investment lending needs.
Client Services
Gina joined Assured in 2000 as Administration Manager. Her role has expanded across administrative and internal business operations, and she remains a friendly voice on the phone helping client requests move forward.
Paraplanner / Client Services
Kate has broad knowledge across financial-planning matters and has held roles as a Financial Adviser, Paraplanner and Client Services Officer. She holds a Bachelor of Business (Commercial Law) and a Diploma of Financial Services.
Professional background
Paul's professional memberships and credentials span tax and accounting, lending and community service.
Institute of Public Accountants; Taxation Institute of Australia; National Tax & Accountants' Association.
Chartered Tax Adviser; Registered Tax Agent; Xero Certified Adviser.
Member of the Finance Brokers Association of Australia; Authorised Credit Representative of PLAN; Justice of the Peace.
Recognition
2023: Practice of the Year - National, Winner 2023 - Assured Business & Wealth Advisors Pty Ltd, IPA.
2021: Member of the year SA/NT, Winner 2021 - Paul Tsimopoulos, IPA.
2020: Advisory firm of the year and Multi-service firm of the year, Finalist - 2020, Accountants Daily Australian Accounting Awards.
How we work
Your first conversation
*New Financial Planning, Lending or Business Accounting only.
For financial-planning appointments or appointments after office hours, call our office on (08) 8384 4400.
Book with PaulTell us what you need help with and we will explain the next step.
Send an Enquiry*New Financial Planning, Lending or Business Accounting only.