Foundation Advisory Pty Ltd was established in 2016 to provide quality advice to meet the growing needs of clients in the Superannuation, Taxation, Accounting, Inter-generational Wealth Transfer and Consulting environment. The focus of the business is to provide expert advice in a timely manner.
Our aim is to build longstanding and mutually fulfilling relationships with clients. The firm operates an integrated holistic approach to traditional tax and accounting services, based on clients’ needs in terms of serviceability.
The firm holds a Public Practice Certificate, a Tax Agent Licence and a Limited AFSL licence to provide Superannuation and SMSF advice. Foundation Advisory Pty Ltd is one of a limited number of Accounting firms to be issued a limited Australian Financial Services Licence (AFSL) with respect to SMSF advice granted by the Australian Securities Investment Commission (ASIC). We meet FASEA requirements for all staff including ongoing CPD FASEA obligations.
We are Xero certified and can work with the major accounting packages. Our fee structure is transparent with services tailored to your needs.
Robert Paganin- Director
Robert Paganin – Bachelor of Business (Accounting), Masters of Applied Finance (Investments), CPA, Registered Tax Agent, AFSL Licensee, Public Practice Certificate (CPA), FESEA Fully Compliant (Ethics and FASEA Exam Completed).
Robert is an expert and a leader in the field of Self-Managed Super Funds with more than twenty years experience working in large Accounting firms - Mutual Trust Pty Ltd and Morrows Pty Ltd. Prior to starting Foundation Advisory, Robert led the SMSF Division at Mutual Trust, delivering strategic consulting and compliance advice to high net worth families and private clients globally.
Robert prides himself on his integrity and he has high regard for the value of establishing and maintaining long term relationships built on trust and reliability.
Jessica Cohen- Senior Accountant
Jessica Cohen- Bachelor of Commerce, Bachelor of Finance, Graduate Diploma of Chartered Accounting (GradDipCA), Graduate Diploma of Financial Planning, RG146 SMSF Accountants Accreditation, FESEA Fully Compliant.
Jessica worked for a number of years as a Tax Accountant at Mutual Trust Pty Ltd, before joining us at Foundation Advisory in 2018. Specialising in Superannuation and Taxation, Jessica works with clients to meet their specific needs. Her experience working with Self Managed Superannuation Funds brings clients peace of mind for their future.
