Profile

Brooke McKitterick | Principal

Brooke is an experienced and multi-disciplined Chartered Accountant based in the South West. She knows how to work with individuals, businesses, trusts and families to grow wealth, capitalise on investments, manage cash flow and navigate the complex taxation system.

Membership Qualifications

• Bachelor of Commerce
• Member of the Institute of Chartered Accountants Australia
• Fellow of the Tax Institute of Australia
• Registered Tax Agent

Professional Background

Brooke started her career in a boutique Subiaco firm offering taxation and business advisory services to high-net individuals and small to medium-sized businesses. She gained skills in a range of industries across all aspects of tax compliance for individual, partnerships, trusts, companies and SMSF. This included providing comprehensive tax advice on areas such as small business concessions and capital gains tax. She became practice accountant for the firm which furthered her skills in management accounting, budget forecasts and cash flows along with meeting all the companies’ compliance requirements including payroll, payroll tax, salary sacrifice arrangements, FBT, GST and superannuation.

In recent years Brooke has had extensive experience assisting high-net wealth individuals in the management of their family office. The family office aims to develop, implement and maintain a comprehensive financial strategy to meet the personal, business and family objectives. In so doing it assists individuals and their families in preserving and growing their wealth, protecting against risk and reaching their objectives.

After relocating to Bunbury in 2016, Brooke is excited to offer her services in such a vibrant and growing region. Her aim is to provide a high-quality service which is not only professional but personalised to ensure her clients’ expectations are not only met but exceeded.

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