LENEHAN & ASSOCIATES PTY. LTD.

   (ABN 15 066 272 802)

CHARTERED ACCOUNTANTS. BUSINESS ADVISORS. TAX ADVISORS.

"HELPING WITH YOUR SUCCESS IS OUR SUCCESS!"

 
 

ABOUT US

We are a small yet diverse professional service business that is built on a model of customer focused, knowledge based advice.

Our advice is backed by over 35 years of business practice creating a strong balance of experience and professional qualifications.

We exist to create growth and enable our clients to thrive.

"Helping with your success is our success" 

 Liability limited by a scheme approved under Professional Standards Legislation

 

 

Preparation of Income Tax Returns

Preparation of Financial Statements

Management Advice

Tax Planning

Succession Planning

Company and Trust Structures

Capital Gains Advice

BAS Preparation

Business Valuations

Acquisitions and Disposals

Budgeting and Cashflow

Computer Systems Training;

 Xero, Reckon and MYOB

Cloud Accounting

Is there something you would like to discuss further?
Please contact us to arrange an appointment.
SERVICES
WE OFFER

 

QUARTERLY NEWS

Keeping up with the latest news and changes that may effect your business or personal circumstances is an ongoing and challenging task. Check here for quarterly updates that may assist you.

BUDGET MEASURES FOR INDIVIDUALS
BUDGET MEASURES FOR BUSINESS
BUDGET MEASURES FOR SUPERANNUATION
 

MEET OUR TEAM

PETER LENEHAN

B.Bus. FCA. CPA. CFP. CA FP Specialist.

Principal .

Chartered Accountant - Certified Financial Planner

Peter is a Business Graduate, fellow Chartered Accountant Financial Planning Specialist, CPA and Certified Financial Planner with over 35 years of professional experience. He commenced practice in Belmont in 1984. Clients have allowed Peter the privilege of assisting them in business development, buy/sell considerations, entity structuring, taxation planning, strategic and business plans, profitability and cash flow analysis, superannuation, succession and financial planning. These experiences, being at the "coal face" of developing our business and constant professional development, have been invaluable adviser formation. 

After a strategic decision that accounting and financial planning are intrinsically related we have operated "Lenehan Financial Services" for more than 16 years to supply financial planning strategies and investment, superannuation, risk assurance and lending options.

Jory Rosemeier holds a Bachelor of Commerce from Deakin University with majors in Accounting and Finance. He is a Chartered Accountant. Jory prepares financial reports for small business clients and tax returns for partnerships, companies, trusts and individuals. Jory manages and processes all Corporate Affairs and assists with tax lodgements and payments, while also assisting in real time accounting applications. 

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JORY ROSEMEIER

B.Com (Dist.) CA. 

Accountant 

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Karen.PNG
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Karen, a co-founder of Lenehan & Associates is a Computer Graduate (Diploma of Data Processing) and Business Graduate (Bachelor of Business). Having previously developed a career as a computer programmer she specialises in training and support for users of  Reckon, MYOB, Xero and other accounting related software while maintaining and developing our in-hoouse systems. Karen provides accounting services to specific clients, She is Financial Accountant to our business and our Business Administrator. 

KAREN LENEHAN
B.Bus. Dip DP. AACS

Systems Support - Administrator

KELLY SHEARER

B.Com. M. App Tax CA. FTI. SMSF Specialist

Chartered Accountant 

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Kelly Shearer holds a Bachelor of Commerce and Masters of Applied Taxation. She is a Chartered Accountant, SMSF Specialist and Fellow Member of the Tax Institute.  Kelly's role includes accounting for business, reporting and taxation compliance, taxation preparation for business entities, self managed superannuation funds and individuals. Kelly also deals with PAYG, WorkCover, Centrelink and assists with the provision and implementation of advice for small business.

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Amanda Flynn brings value to our firm with her significant experience in administration and holds a Bachelor of Arts degree.  Amanda will assist you with your appointments, progress enquiries, execution of documents, payment of accounts or discussing the nature of your enquiry to direct you to the appropriate help. Amanda takes specific responsibility for billing and debtors' collection and assists Karen in business administration. 

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AMANDA FLYNN
B.A

Receptionist - Administrator

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FRANCES HOARE
B.Com. 
 Accountant 

Frances Hoare holds a Bachelor of Commerce with majors in Accounting and Information Systems. Frances deals with taxation and accounting for personal and business clients with specific skills in accounting and taxation information processing. Frances can also assist with PAYG, WorkCover, Centrelink and Tax Matters. Frances has significant practical experience in secretarial functions.

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Frances.PNG
 

CONTACT US

Our business hours are Monday - Friday 8:30am to 5:30pm

We always welcome fresh enquiries and referrals and enjoy the chance to create, develop and build upon both our established and new client relationships.

If you would like the opportunity to consider whether we are the right fit for you please do not hesitate to contact us. 

Suite 1, First Floor, 165 High Street,

BELMONT, VIC.  3216

P.O. Box 178, Belmont, Vic.  3216

PHONE (03) 5243 8555

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LENEHAN FINANCIAL SERVICES PTY. LTD.

(ABN 14 622 235 796) 

FINANCIAL PLANNERS

"Where do you see yourself?"

 

ABOUT US

Our advice is backed by over 18 years of business practice creating a strong balance of experience and professional qualifications.

We charge Fees for Service, we are not a commission based practice.

We exist to create growth enabling our clients to plan now and enjoy tomorrow!

 

“Where do you see yourself?“  

​                

 
GENERAL ADVICE WARNING

The information contained on this website is of a general nature only and does not take into account your specific objectives, financial situation or needs. The information should not be relied upon or treated as specific financial advice. While all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and neither Lenehan Financial Services Pty. Ltd. nor its employees shall be liable with respect to decisions or actions taken as a result of you acting upon such information.

 

SERVICES WE OFFER

Wealth Creation

Superannuation

Investment

Centrelink

Estate Planning

Retirement Planning

Aged Care

Insurance

 

PREPARE FOR LIFE
QUARTERLY NEWS

Keeping up with the latest news and changes that may effect your financial circumstances and obligations is an ongoing and challenging task.

Check here for quarterly updates that may assist you.

Is there something you would like to discuss further?

Please contact us to arrange an appointment.

 
 
ALLIANCE WEALTH PTY. LTD.

Alliance Wealth Pty. Ltd. AFSL 449221,

ABN 93 161 647 007,

Email   aw@cpal.com.au

Phone 1300 557 598.

For information in relation to Professional Investment Services or Alliance Wealth as Australian Financial Services Licensees, please click here:

http://www.centrepointalliance.com.au/AW

Financial Services Guide:

centrepointalliance.com.au/fsg/aw

Complaints procedure:

http://www.centrepointalliance.com.au/complaints/

PETER LENEHAN

B.Bus. FCA. CPA. CFP. CA FP Specialist.

Sub-Authorised Representative Number 246025 of Lenehan Financial Services Pty. Ltd.

Corporate Authorised Representative Number 1260648 of Alliance Wealth Pty. Ltd.

 

CONTACT US

Our business hours are Monday - Friday 8:30am to 5:30pm

We always welcome fresh enquiries and referrals and enjoy the chance to create, develop and build upon both our established and new client relationships.

If you would like the opportunity to consider whether we are the right fit for you please do not hesitate to contact us. 

Suite 1, First Floor, 165 High Street,

BELMONT, VIC.  3216

P.O. Box 178, Belmont, Vic.  3216

PHONE (03) 5243 8555

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