Peter Clark

Peter Clark

Chartered Accountant, SMSF Professional Advisor

Member of Chartered Accountants Australia and New Zealand, Registered Tax Agent, Authorised Representative of Count Financial Limited, SMSF Professional Advisor, Registered SMSF Auditor, Registered Company Auditor

As one of the founding Directors of DCA Advisors, Peter Clark has been advising the Small Business Enterprise (SME) sector on a range of issues for 35 years. Peter is well-versed in a range of subjects including tax Advice, restructuring, superannuation and tax effective estate planning. He has developed a very loyal client base and is always happy to help. He likes to encourage innovation and input from the younger team members and is readily available to act as a mentor.

How can you assist DCA clients?

I enjoy mentoring business people and have assisted many of our long-standing clients with reaching their goals and building profitable futures.

What are your areas of experience?

I focus on Business Development and strategic issues facing businesses from a variety of backgrounds and industries. I can also assist with asset protection, superannuation, estate planning, taxation and retirement planning.

Daniel Bozyk

Daniel Bozyk

General Manager

Member of CPA Australia, Registered Tax Agent, Authorised Representative of Count Financial Ltd, SMSF Professional Advisor, Registered SMSF Auditor.

With over 30 years experience in public practice Daniel Bozyk has accumulated a wealth of knowledge to assist small business enterprise clients to run their business and achieve their financial goals. He believes that a client’s trust and respect must be earned and maintaining a solid and long-term working relationship is paramount. His practical experience covers a broad range of topics including taxation, accounting, structures, business development, superannuation, retirement and estate planning.

How can you assist DCA clients?

I am committed to a sound working relationship with clients and always make myself available to discuss and assist with resolving their issues, whatever they may be.

Caesar Leung

Caesar Leung

SMSF Accountant

Bachelor of Commerce endorsed in Finance and Business Law (The University of Melbourne), SMSF Professional Advisor

Prior to working for DCA, Caesar was an accountant with Super Concepts. He has been involved in accounting, administration, audit preparation, estate planning, as well as tax and financial planning for SMSFs. In addition, he is recognised as a SMSF Professional Advisor under the SMSF Professionals' Association of Australia.

How can you assist DCA clients?

I am an SMSF professional and can assist my clients with anything from tax planning to tax return preparation and estate planning.

What tip would you like to give your clients?

You should plan early for your Super, in case you end up holding too many investments with large capital gains.

Maverick De Leon

Maverick De Leon

Accountant

Maverick completed a Bachelor of Commerce at La Trobe University and has been with DCA Advisors since 2009. Since this time, he has been integral in the modernisation of the practice, introducing paperless filing and leading the way in cloud accounting.

How can you assist DCA clients? As a Xero Certified Advisor, Maverick has assisted and helped train dozens of clients make a start or transition into Xero. Maverick is also highly skilled in Microsoft Excel and is well versed in creating customised spreadsheets, whether you need one for a budget, cashbooks, or any other accounting needs. With a truly innovative mindset, Maverick has a keen interest in helping small businesses leverage technology and the web to their best advantage.

Adam Grigoropoulos

Adam Grigoropoulos

Financial Planner - BBus (Acc), GradDipAppFin (Financial Planning), AFP®

Adam Grigoropoulos has been in the financial planning industry for over 10 years and has gained much experience. Adam has completed his Bachelor of Business (Accounting) and Graduate Diploma of Applied Finance (Financial Planning) qualifications and is now nearing the completion of the Certified Financial Planner designation.

Adam is passionate about providing a high level of service to his clients as well as ensuring they continue to be in control of their finances by providing them the information required to make an informed decision.