Welcome to Optima

Optima Finance, Tax and Accounting services is an independent established accounting firm offering professional accounting services to individuals and business owners.

We offer our clients tailored financial and tax planning strategies to assist them to achieve their financial objectives by taking full advantage of the available tax breaks, growth opportunities and improved cash flows.

Our Beliefs & Values

We believe each person is capable of achieving any dream they set their mind to, and we recognize our role as a trusted advisor in guiding you in attaining your dreams.

While we recognize our people as our most important asset, we aspire to the values Integrity, Trust, Respect, Hard work, Loyalty and Responsibility

Our team of accountants, tax agents, business and financial advisors work with a holistic approach to compliance, business advisory and wealth creation responsibilities to you, your family, your business partners and your employees.

We see too many of clients leave financial success to change, meandering through without a clear financial goal and obviously, no clear direction. It is essential that your accountant, tax agent and financial advisors work as a team to guide you through best possible alternative to meet your financial and personal goals.

We, at Optima Accountants strive to give comprehensive advice NOW. With a small team you, the client is never out of our focus.

IMG_8299 - AboutOptima

Our Team

Business Partner

Rishi Ram

Rishi has worked in the accounting and finance industry since graduating in 1985, initially working from a publicly listed company acquiring the essential skills in management accounting, financial reporting and corporate taxation. In 1996 he moved into public accounting sphere by setting up a boutique tax & accounting practice while specializing in medical and dental professional clients, he has extensive exposure to large range of SME clients. Growing up in his family’s business, Rishi is passionate about small business. He has personal interest and is an investor in businesses in the health services, food retail, distribution and financial services sectors.

Director

Purvish Panchal

After in excess of 20 years in the commercial sector with extensive experience spanning over various industries including banking and construction Purvish ventured into public accounting in 2010. He is the founder of Optima Accountants. Purvish is a registered tax agent and holds Diploma in Financial Planning. As an investor in retail business he understands small business. Purvish has the passion to help our clients achieve their full potential in business and personal lives.

Tax Accountant

Janet Ortiz

Janet has over 10 years experience in taxation and small business accounting. She has intricate knowledge of various cloud accounting software. Janet is a Certified Advisor with Xero, Quickbooks Online, MYOB & Reckon. She is proficient in setting up and training clients on any of the cloud accounting software including ReceiptBank.

MBPA MBA BCSc

Sarah Aqeel

Sarah holds a Masters of Business Administration & Professional Accounting. She has extensive experience in personal tax returns preparation. This experience has given her a very good understanding of Australian taxation system. Sarah also works on all the cloud accounting software including Xero, QBO and Myob.

FPA Adv DipFP

Geet Tangri

Geet has Master’s in English and a Master’s of Philosophy. She has also completed an Advanced Diploma in Financial Planning. She is accredited to advice on SMSF investments, registered C-Dec and is a Member of Financial Planning Australia. Geet has 15 years’ experience at Centrelink and this led to her journey towards financial planning in 2010. She worked at AMP & Suncorp Bank as Senior Financial Planner where she was awarded top national financial planner. Her success was accredited to her focus on providing a personalised customer experience.

Geet takes a unique approach to financial planning whereby she provides holistic financial life advice. She focuses on her client’s personal wellbeing, their relationship with money and what financial freedom means to them. Geet believes that financial planning is not about the product or sales, but it’s about achieving your life goals by building a long-term client-advisor relationship.