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Optima Accountants

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.