The Diligent Group is a team of accountants, business advisers , marketing consultants, qualified tax agents and financial planners specialised in tailored service solutions for small business.
Samson J Patrick | FTMA
Sam’s professional memberships are varied to suit a cross-section of Small Business needs:
- Member- Institute of Public Accountants with Public Practising Certificate
- Fellow – Association of Taxation & Management Accountants
- Councillor – NSW Business Chamber
Sam is an active member of the Ryde/Gladesville business community. He has represented the SME sector via his written articles as well SME Advocacy at both State & Federal levels.
On a personal level, Sam is very proud father to daughter Catherine. He is a movie buff and likes to listen to jazz n blues and other musical genres.
Contact Sam for a tailored approach to growing your small business.
Steve Wilson | CFP | Registered Tax Agent
Steve was born in Papua New Guinea and is the youngest of five.
Steve has a passion for high altitude climbing, mountain biking and mud running. Aside from his love of the outdoors, Steve is passionate about helping others and regularly partakes in charity and fundraising events. Steve recently attempted a 7,000 meter peak in Kyrgystan (Pik Lenin) with his summit attempt in July 2016. Steve was raising funds and awareness for the Australian Gynaecological Cancer Foundation.
Since 1998, Steve has been committed to a career in taxation and financial planning and he has successfully created, grown and sold a financial planning practice and has set up and managed a commercial retail property trust.
In addition to being a certified financial planner, Steve is also a registered tax agent, a Fellow of The Tax Institute, a Fellow of the National Taxation and Accountants Association and is undertaking further education to become a tax lawyer. Managing tax structures, maximising Self Managed Super Funds and providing business advice are Steve’s fortes.
Contact Steve for financial planning, taxation advice and business management tips.
Why Should I Choose a Certified Financial Planner?
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Terry Elfes | Registered Tax Agent
Terry Elfes has been a Registered Tax Agent for over 25 years and he is a wealth of knowledge in business and company tax, individual taxation, GST, capital gains tax and State Taxes.
Terry has assisted clients not only in meeting their tax obligations and deadlines but also in advising them on tax planning and tax saving matters.
Terry comes from a hard working family and when he is not practicing his dance moves, he is putting pen to paper writing his own movie script.
Terry is an organised and dedicated professional who will help develop your small business growth.
Contact Terry for any matters relating to your small business tax.