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).
Having worked in the accounting and financial planning industry since 2007, Vitaly has held roles in taxation, SMSF and wealth management. Vitaly has experience and a particular interest in providing strategic advice, asset allocation, portfolio construction and investments, as well as superannuation, retirement and tax planning.
Vitaly understands that every client’s unique situation requires tailored strategic and investment advice, and is passionate about helping clients achieve their financial goals through developing personalised strategic plans that are complemented by tailored investment solutions.
Vitaly holds a Bachelor of Commerce in Accounting and Banking and Funds Management, a Master of Commerce specialising in Financial Planning, and is an Authorised Representative of Divitia Pty Ltd (AFSL 412 113).
Business Services Manager
Tanya is the Business Services Manager with Divitia, with a strong commitment to providing a high level of service to her clients. Tanya has spent the last 31 years working to ensure clients meet their business potential and compliance obligations.
With a particular interest in managing clients' business operations, Tanya provides accounting, tax, GST, payroll and cloud accounting platform solutions for a client's day-to-day operations, ASIC administration, and ATO compliance.
Tanya has had significant exposure to clients operating in many different industries, having worked as a chartered accountant in roles within Business Services Divisions and as an internal Financial Controller. Tanya is quick to understand how individual businesses operate to determine their individual needs. Tanya enjoys working with her clients to assist them with decision-making and providing accounting software solutions where possible.
Tanya holds a Bachelor of Commerce and is a member of Chartered Accountants Australia and New Zealand.
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.
Martin joined Divitia in 2020 and brings an expansive range of accounting and finance experience.
Commencing his accounting career as an Auditor in a Brisbane Chartered Accounting firm, Martin has worked domestically and internationally in corporate accounting, including in London, the Bahamas and Guernsey. Martin's international experience includes investment banking and hedge fund management, where he was responsible for internal accounting management and over 400 investment funds.
Since returning to Australia, Martin has been an educator, specialising in Accounting and Business. He enjoys returning to the financial services industry, where he can utilise his broad knowledge to assist clients in achieving their business and financial goals.
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.
Karly began her career in financial services with Divitia in January 2022. As an Administration Assistant, she is the friendly face to greet you when you walk in our door and the helpful voice you hear when you call our main number. Karly is responsible for various corporate and client administrative processes and client liaison.
In addition to holding a Certificate II in Skills for Work and Certificate II in Hospitality, Karly completed her Certificate III in Business through her traineeship with Divitia.
Graduating from Flinders University in 2017 with a Bachelor of Commerce, majoring in accounting, Aurelia enjoys assisting clients with managing their business and taxation matters. When not reconciling BAS, Aurelia loves spending time with her extended family, playing netball and singing in the choir.