to its clients
Divitia provides financial advisory, taxation and accounting services to its clients. Divitia is a Xero Gold Partner specialising in assisting small to medium businesses with managing their business and taxation affairs.
Divitia also has its own Australian Financial Services License and provides comprehensive financial advice to its clients including self-funded retirees and private individuals.
Retirement and Estate Planning
Self Managed Superannuation Funds
WHAT PEOPLE SAY
Andrew & Kirsten Boud
We have had the pleasure of working with Malcom and the team at Divitia for over 10 years. Malcolm has assisted us with our personal tax, Family Trust and our Self-Managed Super Fund investments and administration. We have always found Malcolm to be extremely diligent and his guidance and expertise have delivered very successful results for our family
I have known Malcolm Wicks for
many years, both as my Accountant
and Financial Adviser. I am confident
that my financial future is secure in his hands. I have found him to be completely ethical,
trustworthy and very experienced in his
professional approach to handling my financial
affairs. He is continually updating his already
experienced knowledge of financial investments,
and I would highly recommend him to anyone who is seeking exceptional financial advice
Finding a Financial Advisor can be a challenging task. The 2019 Banking Royal Commission revealed that 90% of financial advisers who provide advice to self-managed super funds have failed to comply with the best interests of their clients. It also stated that just 35% of all financial advisers have completed a degree at bachelor level or above. So there is good reason to be discerning when searching for an advisor.
I was lucky, because Malcolm and the team at Divitia were recommended to me by a close friend. Not only is Malcolm a proactive and considered financial advisor, but he is also chartered accountant. For the last 10 years, I have entrusted Malcolm to assist in all elements of my personal and business finances, as well as my Self Managed Super Fund If you need someone you can rely on to help guide you along the path to financial security, and hopefully independence, you would be wise to contact the Divitia Team.
MEET THE TEAM
Malcolm is a Director of the Divitia group of companies. Beginning his career with a Chartered Accounting firm in Brisbane, he has considerable expertise in taxation, accounting and business structuring. After six years in the commercial sector including managing and re-structuring small to medium size businesses, Malcolm now specialises in personal wealth management for his Clients in respect of taxation, investments, superannuation and personal insurance.
Malcolm holds a Bachelor of Business in Accounting and Taxation Law and a Diploma of Financial Services in Financial Planning. He is a member of the Institute of Chartered Accountants, an Associate Fellow of the Australian Institute of Management and an Authorised Representative of Divitia Pty Ltd (AFSL 412 113).
Valerie has worked in Accounting & Financial Services in New Zealand & Australia.
The current role as Office Manager commenced in 2007, with responsibility for
day to day client liaison & the company. Valerie has extensive administrative
knowledge in the Taxation & Financial Services & is certified for Xero Accounting.
Amanda has worked in the financial planning industry for over 20 years. She has worked for several Fund Managers, including Asgard, Challenger and Citibank as well as for various other financial planning firms. Amanda's experience has been in Customer Service, Paraplanning as well as Business Support roles.
Amanda has completed an Advanced Diploma of Financial Planning.
CLIENT SERVICES MANAGER
Briellen graduated from James Cook University in 2017 with a Bachelor in Business majoring in accounting and financial management. After joining Grant Thornton in Cairns and completing her Professional Year with the Institute of Charter Accountants, she is currently undertaking further studies in a Graduate Diploma in Financial Planning.
Beginning her professional career in private advisory with a focus on small to mid-size businesses, Briellen has experience providing taxation, accounting, business advisory and self-managed superannuation fund services to businesses and individuals. Briellen has assisted clients in various industries including wealth and investments, building and construction, property development, medical, legal and primary production. Additionally, Briellen has experience working with indigenous communities assisting in providing governance and financial management services. Briellen joined the team at Divitia in August 2021 and will be undertaking her Professional Year in Financial Services in 2022.
Robyn has worked in the Finance Services sector for over 30 years. After joining Westpac Bank, Robyn founded a family owned Financial Planning business. With a passion for developing further skills, after completing further studies, Robyn joined an Auditing firm in Brisbane and has also worked in a small tax accounting practice in Bundaberg. Robyn joined the team as a qualified Accountant at Divitia in February 2021 and enjoys assisting Clients with their small business accounting and taxation matters.
Robyn holds a Masters of Professional Accounting and a Diploma of Financial Services in Financial Planning. She is a member of CPA Australia and the Association of Financial Advisers and is an Authorised Representative of Elliott Davies Pty Ltd (AFSL 424 016).