Philip Andrew Nolis
Director/Principal CPA Dip (FS (FP)
Philip has been a Certified Practicing Accountant for the past 35 years servicing tax and accounting clients at an individual and small business level.
Philip has also been Managing Director of Southern Cross Financial Pty Ltd since its inception in 2006 and prior to that, with Exchequer Securities Pty Ltd since 1997, providing financial services to both retail and wholesale clients.
Philip holds a Bachelor of Business (Accounting) withCurtin University, a Diploma in Financial Services (Financial Planning) and aPublic Practice Certificate with CPA Australia.
He is well versed and experienced in providing advice in the areas of Superannuation and Self-managed Superannuation Funds, Investments, Retirement and Strategic Tax Planning, and has had instrumental involvement in many past capital raising initiatives through holding an Australian Financial Services Licence through Southern Cross Financial Pty Ltd and prior with Exchequer Securities Pty Ltd.
Philip has an holistic approach to client’s affairs and achieves favourable outcomes to suit client needs and required objectives.
Louise Knuckey
Client Services Coordinator
Louise has worked in the Tax & Accounting field for over 14 years collectively and brings a wealth of experience to the areas of Client Relationship Management, Organisational skills, record/document control, proficiency in various software platforms anda sound knowledge of Corporate Compliance requirements enabling her to manage ASIC requirements for all clients as required.
Kien To
Director B.Com (Acc & Mktg), CPA, FTIA
Chelsea Knuckey
Practice Manager/Accountant
At Platinum Financial Group, we provide comprehensive accounting and financial solutions tailored to meet the unique needs of individuals and businesses. We bring years of experience in tax planning, financial reporting, and business advisory services. Whether you're looking to streamline your accounting processes, manage your taxation, or receive strategic financial guidance, our dedicated team is here to ensure your financial success. Proudly partnering with Southern Cross Financial, we deliver high-quality, personalised services that drive results.
Leeuwin Accounting Pty Ltd
We utilise the specialist services of Leeuwin Accounting in the preparation of annual tax returns and financial statements for our Self-managed Superannuation Fund clients. Leeuwin Accounting is a WA owned and run chartered accounting firm who focus solely on the accounting and compliance of SMSF’s. Their WA based staff bring a wealth of SMSF experience to assist us with any SMSF related matters.