ABOUT

With over 40 years of professional experience since 1979, we have been providing our established clients services that are tailored to meet their accounting, auditing and taxation compliance needs. We are specialists in working with private wealth individuals and families on their taxation, investment portfolios, superannuation, family entities, and wealth succession planning.

 

Located in the heart of Melbourne, close to the iconic Victoria Market, we enjoy close working relationships with our valued clients.

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Call us for an complimentary 45 minutes initial discussion to see how we can help

 
Our Team
Kim Tay, Partner, FIPA NTAAF

kim@ktaadvisory.com.au

Kim has been specialising in the area of Taxation and Accounting for the past 40 years. He is able to use his vast knowledge in this subject matter to help his clients whether they be Individuals, Partnerships, Trusts, Companies or SMSF's for the completion of regulatory returns and in the area of Taxation Planning and Business Valuations.

He is a Fellow of the Institute of Public Accountants and a Fellow of the National Tax and Accountants Association. He is also a registered Tax Agent.

Kim is married with 2 adult children. He is a keen golfer and loves to travel.

Kim is fluent in English and Cantonese.

Iris Chen, Private Wealth Adviser, Dip.FP

iris@ktaadvisory.com.au

Iris is an experienced Adviser with excellent client service skills. She is a competent member of the Firm’s Advisory team with her contribution of Superannuation and Insurance strategies. Iris is a mother to three beautiful children, she is fluent in English, Malay and Mandarin.

Holly Chen, Accountant, B.Law (China), MPAcc

holly@ktaadvisory.com.au

Holly assists clients with annual tax returns and compliance with ATO. She provides valuable support to Denise in Accounting operations and administration. Holly is fluent in English and Mandarin.

Lin Zhang, Client Services Specialist, B.BusAdmin (China), MPAcc

lin@ktaadvisory.com.au

Lin works with Practice Administrators in ensuring seamless Practice operations and administration. She provides support in administration and compliance, and she is a valuable contributor to the Firm’s social media strategies. Lin speaks Mandarin and English. She is a certified translator.

Richard specialise in the advisory of private wealth entities, investments, inter-generation succession and legacy planning. He is well experienced from his previous international and domestic roles in Accounting, Taxation, Financial Advisory and Consulting.

Richard holds high conviction in the value of good holistic financial advice to clients in their pursuit of financial goals and aspirations.

Richard is a Fellow of CPA Australia, Certified Financial Planner, registered Tax Agent, and SMSF Auditor. He is fluent in English, Mandarin and Cantonese. He is married with 4 children and enjoys motorbikes and golf when not with the family

Favourite Quote: We cannot solve our problems with the same thinking we used when we created them. - Albert Einstein

Richard Ong, Partner, FCPA , CFP, MBA

richard@ktaadvisory.com.au

Violet Jia, Senior Accountant, NIA, MPAcc

violet@ktaadvisory.com.au

Violet joined Kim Tay in 2008, she is an competent Accountant and registered tax agent working on taxation reporting requirements for Individual, Partnerships, SMSF & Trust accounts.

Violet is fluent in English and Mandarin

Shane Feng, Private Wealth Adviser, B.Com (Financial Planning)

shane@ktaadvisory.com.au

Shane provides important client support services and compliance, and she is a valuable contributor to the team ongoing advisory and administration of SMSF clients. Shane speaks and writes fluent English & Mandarin, She is a mother to two beautiful girls.

Angie Bui, Private Wealth Adviser, B.Economics (France), MPAcc

angie@ktaadvisory.com.au

Angie provides important client support services and compliance, and she is a valuable contributor to the team ongoing advisory and administration of SMSF clients. Angie speaks and writes fluent Vietnamese, French and English.

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