LBW & Partners has four highly credentialed partners sharing over 150 years of experience between them.
Mark Willock is an associate of the Chartered Accountants Australia & New Zealand (CAANZ) and member of The SMSF Association (formerly SPAA). He is an authorised representative of Wealthsure Financial Services Pty Limited. Mark is also a registered Justice of the Peace.
Mark was a founding member of LBW & Partners, beginning his professional career with us in 1987. Mark has gained over twenty years of experience working in both LBW's Taxation and Financial Services.
Mark is married, has two children and his interests include four-wheel driving, camping, gardening and keeping fit.
Alan Perrott is a Fellow of Chartered Accountants Australia & New Zealand (CAANZ) and has more than 28 years experience in Chartered Accountancy. Not only is Alan a Chartered Accountant but is a Self Managed Superannuation Fund Specialist (SMSF) with the Chartered Accountants Australia & New Zealand. He also holds a Financial Planning Specialist qualification with CAANZ, is an authorised representative of Wealthsure Financial Services Pty Limited and is a Certified Financial Planner. Alan is a past specialist member of The SMSF Association (formerly SPAA).
Alan began his accounting career in Armidale, NSW, with one of the town's largest accounting practices. He moved to Sydney in 1990 after gaining seven years experience in a wide range of small business matters. He later became one of the founding members of LBW & Partners.
At LBW & Partners, Alan provides extensive small business accounting and tax services but also assists clients through additional consultancy services. He specialises in superannuation and SMSFs as well as providing specialty services such as establishing foreign business operations in Australia, business valuations, and tax structure advice.
Alan believes that "Superannuation is probably the most creative area in business, taxation and wealth planning. When correctly setup, superannuation allows you to take control of your affairs both when accumulating assets and into retirement."
Alan enjoys time with his two boys, Connor (17) and Ryan (13). He has a keen interest in all aspects of property and has been personally involved in some property renovation, building projects and operating holiday apartments. He also enjoys camping, community service as a volunteer member of the State Emergency Service, playing Over 45s soccer, soccer refereeing, photography, and participating in a quiet red wine with friends.
Rupa is a partner in the audit division at LBW & Partners. He is a registered company auditor, a member of Chartered Accountants Australia & New Zealand and a member of the American Institute of Certified Public accountants.
Rupa has over twenty years of public accounting experience, including six years spent in Kingston, Jamaica and seven years in Nassau, the Bahamas, working with two internationally renowned accounting practices.
Rupa joined LBW in January 2002. During this period he has developed considerable expertise in financial service industries (including AFSL licensees), international banking industry, insurance, offshore investment companies, banks, and not for profit organisations.
LBW & Partners' audit division specialises in Not for Profit Organisations, covering Charities, Aged Care, Industry Associations and Peak Industry Bodies.
Rupa is married, has two children and his other interests include travel and cricket.
George is a Chartered Accountant and member of Chartered Accountants Australia & New Zealand and has more than 30 years experience in tax, accounting, business services and superannuation. George is also a Certified Practicing Accountant and Registered Tax Agent.
Before joining LBW & Partners, George established and operated his own accountancy practice for 20 years.
At LBW & Partners, George provides extensive consulting services for small and medium-sized business, business structures, Self Managed Superannuation Funds, estate planning and personal tax matters. George believes in a holistic approach to business, taxation and wealth & estate planning.
George is married, has three children and enjoys spending time with his family, keeping active & fit and is a keen soccer (sorry ... football), tennis and cricket enthusiast.