• Member of Chartered Accountants Australia and New Zealand
• CA Business Valuation Specialist
• Registered Company Auditor

Daniel has over 16 years of accounting, audit and corporate advisory experience. During that time he has specialised in the areas of funds management, private equity, not for profit, transport and logistics and professional services.

• Member of Chartered Accountants Australia and New Zealand
• Xero Certified Practitioner

James has over 12 years experience in Business Services, Taxation and Superannuation. During that time he has dealt with a wide array of clients and industries, taking a particular interest in assisting clients prosper through focusing on their processes, structuring and compliance needs. A firm believer in leveraging modern technology to allow clients to focus in their businesses; James is Xero Certified and able to assist clients looking to shift their systems into the cloud. In addition, James sits on the board of a registered club, which gives him the chance to use his skills for his local community while also allowing him to get a different perspective on running a business.

• Member of Chartered Accountants Australia and New Zealand

Jonathan is a specialist accounting and business advisor and he strives to provide clients with commercial solutions that meet their needs.
With over 14 years in the profession, Jonathan has gained significant experience in advising a variety of clients ranging from private business owners and high net-wealth individuals to small listed companies.
Jonathan takes pride in understanding his clients’ needs and developing strong relationships with his clients.
Jonathan takes a ‘hands-on’ approach to advising his clients and this is demonstrated by him being appointed to several of his clients’ advisory boards and also as a non-executive director.

• Registered Tax Agent
• Member of Chartered Accountants Australia and New Zealand
• Enrolled in Masters of ATAX

Wajeeh has over 10 years experience in the profession, 6 of which have been with Rothsay.
Wajeeh manages a diverse portfolio of high net worth individuals as well as companies listed on the ASX. Wajeeh’s clientele vary from SMEs to large Corporates across various industries. Wajeeh has had exposure to complex local and international tax matters and has worked closely with businesses that have experienced rapid organic growth. Wajeeh strives to provide a prompt, premium and personalised service.