We're a Certified Practicing Accountancy (CPA) practice with one major speciality: we look after property investors.

Of course, we handle all the usual kind of accounting work you’d expect of a long established CPA firm too.

But the majority of our clients come to us because of our expertise in managing property wealth and minimising property related tax.

The Paragon Building, Mulgrave

Our head office location: 799 Springvale Road, Mulgrave, Victoria.

MEET OUR TEAM


Managing Director: Wilson Fung BCom, CPA, NTAA, DIP FP, MAICD.

Wilson Fung, CPA

Wilson Fung's Memberships and Certifications

  • Certified Practicing Accountant
  • Diploma of Financial Planning
  • CPA Public Practice certificate holder
  • Member of the Australian Institute of Company Directors
  • Member of National Tax Accountants’ Association
  • Registered Tax Agent
  • Registered SMSF (Self Managed Super Fund) auditor.
  • Bachelor of Commerce

Wilson has notched up more than 20 years in public practice since his professional start with one of Australia’s leading accountancy firms.

During his early years he noticed many clients coming to him with property investment portfolios all had the same problem.

Their holdings had not been well structured for tax purposes. As such, they could not take advantage of tax reduction opportunities that would otherwise have been open to them.

Mistakes made at the time of purchasing meant much higher tax burdens for many of these investors, and greatly reduced profits.

In some cases, investors were handing back 40 - 45% of their gains to the ATO. This was deeply frustrating for Wilson and his clients. Better planning and structuring at the outset would have meant paying far less tax, and sometimes none at all.

Clearly there was a real need amongst property investors for professional planning and advice on structuring their holdings.

Since then, up-front planning and advice on structuring property investments has become a mainstay of Wilson’s work.

He is co-author of: Things Your Accountant Never Told You About Investing in Property.


Financial Planner & Practice Manager: Tina Morrell Dip FS (FP).

Tina Morrel, Financial Planner

Tina Morrell's Memberships and Certifications

  • Diploma in Financial Services (Financial Planning)

Tina has worked in the finance industry since 1980.

11 years in superannuation within the Life Insurance industry, and more than 27 years in the financial planning industry, specialising in SMSF administration, compliance and Centrelink Services.

She is an expert at dealing with Centrelink and Fund Managers and always seems to know what to do when it comes to problem solving and sorting out stressful situations.

Tina has an excellent rapport with all the clients.


Financial Planner & Associate: Rick Huxtable CFP©, SSA™

Rick Huxtable, CFP SSA, Certified Financial Planner

Rick's Memberships and Certifications

  • Certified Financial Planner
  • MSF Specialist Advisor

Rick is the founder of Investment Planning & Financial Management Services Pty Ltd, which ultimately merged with House of Wealth.

He has devoted his entire working life to the finance industry. Starting out as a bank employee, he then moved to a finance company, a credit union, and finally a development finance company before starting Investment Planning & Financial Management Services Pty Ltd in 1978 as a finance broker.

This business quickly expanded into the superannuation & investment industry and then in 1985 broke the ties with corporate dealerships and their limited recommended investment/selling lists to commence a current independently owned and controlled Australian Financial Services License.


Financial Planner Specialising in Insurance: George Robinson Dip FS(FP)

George Robinson Dip FS(FP). Financial Planner

George Robinson's Certifications

  • Diploma in Financial Services (Financial Planning)

George specialises in helping clients identify their risk profiles and develop appropriate plans to minimise those risks.

He's found that most clients don't pay enough attention to the risks they face, especially those with young families who are carrying large amounts of debt.

George has over 30 years’experience in the financial services industry, specialising in Life products, including Investment Life Insurance products and Life risk insurance products.

Many of his clients have been with him for years.

The long term relationships he's built are thanks largely to his tireless and obsessive quest for the best and most cost effective policies on the market for individual client needs.


Senior Taxation Accountant: Bruce Nguyen CPA, B.Bus (Accounting)

Bruce Nguyen, Senior Taxation Accountant

Bruce Nguyen's Memberships and Certifications

  • Certified Practicing Accountant
  • Bachelor of Business (Accounting - Monash)

Bruce is a Certified Practicing Accountant and specialises in Taxation and business advisory services for small to medium enterprises.

He is particularly fond of figuring out client problems and helping them manage their wealth. He has a knack for putting financial jargon into terms everyone understands.

With extensive experience across different industries he’s never lost the sense of satisfaction and enjoyment that comes from adding value to clients’ financial wellbeing.

Bruce obtained a Bachelor of Business degree from Monash University and worked in two other public accounting firms before joining House of Wealth.


Accountant: Clare Xi BCom.

Clare Xi

Clare Xi's Certifications

  • Bachelor of Commerce (Monash)

Clare is a Taxation Specialist who takes care of Self Managed Super Funds and small to medium size business accounts, as well as individual returns.

She majored in Accounting and Finance at Monash University and loves solving client problems.

Clare has been with us since 2017.


Accountant: Tony Ngo CPA Associate, M.TAX

Tony Ngo CPA Associate, Accountant

Tony Ngo's Memberships and Certifications

  • Master of Taxation (Western Sydney)
  • Certified Practising Accountant Associate

Tony is a CPA associate with a Master's in Taxation.

He provides compliance and personal support for family entities and their individual member’s tax returns.

Tony brings experience, detailed technical knowledge and a deep understanding of its broader commercial impact to client affairs.


Accountant: Kim Tran M.Acc, BFin.

Kim Tran Accountant

Kim Tran's Memberships and Certifications

  • Master of Professional Accounting (RMIT University)
  • Bachelor of International Finance

Kim is a Taxation Specialist, with a Master's degree in Accounting from RMIT University.

She specialises in preparing tax returns for individuals, companies, partnerships and trusts.

Kim first discovered her passion for Accounting and solving customer problems on a two-year spell

working for her family business. Her career in Taxation accounting has flourished from there.
In particular she loves the service aspects of accounting and helping people to “get it right”.


Intermediate Accountant: 22222 Clare Xi BCom.

Clare Xi

Clare Xi's Certifications

  • Bachelor of Commerce (Monash)

Clare is a Taxation Specialist who takes care of Self Managed Super Fund and small to medium size business accounts, as well as individual returns.

She majored in Accounting and Finance at Monash University and loves solving client problems.

Clare has been with us since 2017.


Graduate Accountant: Anne Tran MBus, BCom.

Anne Tran, Taxation Accountant

Anne Tran's Certifications

  • Master of Professional Accounting (KOI College Sydney)
  • Master of Business

Anne is one of our newest team members and specialises in Taxation and Compliance.

Prior to joining House of Wealth she worked as an accountant in the hospitality industry.

Anne majored in International Business while at Macquarie University and has a Master’s degree in Accounting.


Admin Manager: Katrina Robertson

Katrina Robertson. Admin Manager

Katrina Robertson's Certifications

  • Certificate of Business Studies (Secretarial)

Katrina is our mainstay of all things Admin.

If you need information, to fix up an appointment, update your details, or sort out any admin problem, Katrina is the person to speak to.

Having joined us back in 2007, she has more than a decade’s experience in the financial planning industry so she knows her stuff when it comes to our business and you, our clients.


Online Client Services: Khanh Hue Chong BBA

Kanh Hue Chong BBA

Khanh Hue Chong's Certifications

  • Bachelor of Business Administration

Khanh is one of those rare individuals who knows what every ATO and ASIC form is for and what every obscure, rarely ticked option on each form is for too.

She has a very keen eye for detail and loves nothing better than making sure everything is ship shape.

She looks after important back office client administration jobs such as lodgement of Tax Returns and setting up new companies and trusts. The sort of work where dotting of I’s and crossing of T’s is paramount.

Clare Xi

Accountant

Clare Xi

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Katrina Robertson

Admin

Katrina Robertson. Admin Manager

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Kerry Duscher

Office Manager & Bookkeeper

Kerry Duscher

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