About Momenta – Business, tax and accounting advisors

What is a ‘Momenta Advisor’?

Momenta is a derivation of Momentum. This is the key to achieving business and personal growth and success. For our business clients, it is important not to remain idle. At Momenta Advisors we help drive the financial aspects of your business so you the owner can keep your finger on the pulse of all the drivers that affect the top line, thus creating momentum. For our individual clients, getting financial advice and not just a tax return helps achieve financial momentum as you work towards creating a comfortable and sustainable retirement. In terms of service you, will also experience Momenta in the service that we provide.

When it comes to your financial needs and any advice surrounding it, we understand that accessibility and speed are what you are after. We therefore ensure that every dealing with you is treated with absolute professionalism and efficiency giving you a cutting edge service experience.

Advisors derives from the fact our principal provides multi-disciplinary services. In today’s economic environment business owners will require more than just statutory compliance work from their accountant. They need an accountant with savvy business acumen, understanding of the micro and macro economy in which they operate, asset protection and succession planning skills, business valuation and business sales experience and of course sharp technical skills. We also cater for full optimisation of the cloud based technological solutions available on the market today.

With cloud based technology there’s no reason why small to medium businesses can’t have the same sophisticated level of financial reporting big businesses have. Our mission is to show you how it’s done, how efficiency can give you more time, spend less money and add greater value to your business.
Service Standard – Professional, personalised accounting services

Service Standards

We aim to provide complete and full transparency for our clients as we feel this is key to achieving long and sustainable relationships. In this regard we uphold the following service standards:

  • Same day turnaround time in client communications. Whether it be a phone call, email or text message you will not be waiting for days to hear back from your accountant.
  • Fixed Fee Engagements. Before we commence any work, once approached, we take all necessary steps to price up an accurate quote and will provide a fixed fee ceiling engagement to allow full transparency and piece of mind for our clients.
  • Mobility – we will come to you. How can we be trusted business and personal advisors if we do not have a sense of your environment? It is important to us that we feel your daily environment to help give you better and more practical advice.
  • Approachable. No question is too small for us to handle. Whatever the query you should not hesitate to ask the question. We prefer you ask now than regret later.
  • Professionalism, honesty, trustworthiness and ethical.
Service Area – Cloud based accounting technology

Service Area

Today’s technological advancements allow for greater, faster and easier communication across all geographical areas. Online or cloud based programs, email, mobile phones and Skype have all made it much easier for people to fit time into their busy schedules to get their financial advice.

For the business owner, advancements with cloud based solutions such as Xero and MYOB Account Right Live mean we can advise you from anywhere at any time and with real time data. Being experts in many of these programs means we can service clients from anywhere in Australia. Whether it be the eastern or western suburbs of Sydney or the eastern or western suburbs of Perth we can tailor a solution for you.

Momenta Advisors currently have business and individual clients both nationally and based internationally all of whom receive the highest level of service.

For the individual client who simply needs a personal tax return completed this can all be done via email and telephone so you don’t need to leave the comfort of your home or workplace, however where necessary we will make the time to come and see you.

Directors

Our People – Director of accounting practice, Momenta Advisors

Michael Ferella, Director

Michael is a Certified Practising Accountant, Registered Tax Agent, Justice of the Peace for NSW, Xero Certified Advisor and holds a Bachelor of Business Degree majoring in Accounting. He is highly professional, motivated, energetic and brings many new ideas to the table for business and individuals alike.

Prior to opening his own practice Michael gained extensive knowledge and experience in some of Sydney’s largest mid-tier firms including many years at one of Australia’s highest profile firms based in the CBD. In his time there he advised a AAA rating client base which included High Net Worth Individuals and industry leading businesses in real estate, retail fashion, private equity, sporting athletes and numerous top end restaurants. Other industries he has enjoyed extensive experience in are building and construction, property development, marketing and advertising, hospitality, medical practices, financial planning, pharmaceutical, recruitment agencies, executive coaches, legal practices, manufacturing, franchisors and franchisees, import/export and not-for-profits.

Michael saw a hole in the accounting profession where he believed clients were being pushed away from the relationship approach to business and seen more as numbers to improve the bottom line.

He believes the role of accountants is to serve the community and help business owners and individuals achieve and reach their financial goals. This can only be achieved by building solid relationships and becoming a team, rather than a transaction. He has a passion for seeing small to medium businesses grow and being a key part of their business life cycle is a journey he enjoys.

Outside of work Michael enjoys keeping fit and healthy by playing competitive soccer and enjoys both road and mountain bike riding. He also enjoys just about most sports as a viewer and is a die-hard Wests Tigers fan. Most of all Michael is a family man and enjoys spending time with his wife and their children.

Our People – Director of accounting practice, Momenta Advisors

Chris Azzopardi, Director

Chris is a Certified Practising Accountant, Registered Tax Agent, Xero Certified Advisor and holds a Bachelor of Business Degree majoring in Accounting as well as an Advanced Diploma in Accounting. He is passionate about building solid business relationships with his clients and believes that each individual client’s needs are different and that our level of service should be based on these individual needs.

Prior to becoming a partner of Momenta Advisors, Chris worked as a Financial Controller for a large property development company in the South West Sydney Region. He drove the implementation and maintenance of the project feasibilities and group cash flows as well as led the finance department. While working in his previous role as a Financial Controller, Chris had a proactive and innovative approach with the ability to think strategically to develop original solutions and contribute to the company goals and direction.

Chris describes what he believes to be a good accountant:
Attitude can’t always be measured, however it’s nice to know your accountant has a passion for getting their client the best results possible. The numbers tell the real story and it is important for your accountant to have broad experience across public and private sectors and various industries in order to anticipate the conditions and changes that directly affect your business.

Outside of work Chris is dedicated to healthy living and regularly participates in sporting activities. He enjoys road bike riding with his local cycling club and also enjoys competitive Go-Kart racing. Chris is extremely dedicated to his career and is equally dedicated to spending time with family and friends in his downtime.

Advisors

Our People – Advisor of accounting practice, Momenta Advisors

Rosie Iannuzzelli, Business & Tax Advisor

Rosie is an undergraduate, studying a Bachelor of Business & Commerce Degree majoring in Accounting. She is vibrant and motivated and brings a fresh insight to Momenta Advisors.

Prior to employment at Momenta Advisors, Rosie had three years’ experience working as a Junior Accountant at a boutique Chartered Accounting firm while completing her studies. In this time, Rosie had associated and enjoyed working with both successful individuals and businesses with extensive involvement in share and property portfolios, self-managed superannuation funds, along with incorporating tax minimisation through establishing various business structures to add value to her clients.

Rosie believes the role of accountants is to add value to individuals and businesses through looking to the future while providing accurate and easy to understand advice that allows clients to focus on their businesses, while maintaining piece of mind.

Through care, attention and accuracy, Rosie believes that accountants can provide a reliable fresh perspective to any business.

Outside of work, Rosie maintains a healthy lifestyle and enjoys keeping fit by participation in competitive netball and the gym along with being a keen traveller. She devotes most of her time experiencing the Italian lifestyle being a food enthusiast with her family and spending time with friends.

Our People – Advisor of accounting practice, Momenta Advisors

Lauren Sinclair, Business & Tax Advisor

Lauren is a Chartered Accountant and holds a Bachelor of Commerce with majors in Accounting and Taxation from the University of New South Wales.

Lauren has spent the last nine years working in Big 4, Mid-tier and boutique accounting firms.
Over the course of her career, Lauren has worked extensively with individuals, companies, trusts and partnerships. Lauren believes that her most important roles as an accountant is to provide sound advice and to help her clients reach their financial goals.

Outside of work, Lauren enjoys baking, hiking and spending time with her family and friends.

Our People – Advisor of accounting practice, Momenta Advisors

Shadie Taleb, Business & Tax Advisor

Shadie is a Bachelor of Commerce Graduate from University of Wollongong, his major in Accountancy. He is an energetic individual who places a firm focus on client satisfaction.

Shadie has had two years experience in a public accounting practice prior to joining Momenta Advisors, where he developed a vast amount of knowledge in taxation and business affairs. He is committed to extending the knowledge he has developed on to his clients, allowing them to make insightful decisions on their individual financial affairs and businesses. Shadie has had exposure to a broad range of businesses across many industries which has allowed him to cultivate a valued understanding of running a business with prosperity.

Shadie believes it’s the role of the accountant to utilise the numbers to provide transparency on the clients financial situation and advise on ways to improve.

Outside of work Shadie enjoys keeping fit and lives a healthy lifestyle. He enjoys all sports but has a particular interest in soccer and rugby league.

Tax Counsel

Our People – Advisor of accounting practice, Momenta Advisors

Peter C Adams, Tax Counsel

Peter Adams is a Chartered Tax Advisor (CTA) and a Fellow of the Institute of Public Accountants (FIPA) as well as a Fellow of The Institute of Financial Accountants (FFA).

Peter has more than 25 years experience as a tax professional.He has worked in senior tax roles in both the profession and commerce having started his career with KPMG and PricewaterhouseCoopers before moving on to become Head of Tax for BNP-Paribas (Australia and New Zealand) and subsequently Chase Manhattan-Ord Minnett.

Peter has also worked as a senior tax writer with CCH Australia and LexisNexis and continues to contribute to national publications. More recently Peter has been a senior tax partner with both Bell Partners and Kelly + Partners.

Internationally Peter has also worked as a senior tax practitioner in South Africa, Japan and the USA.

Throughout his career Peter has always had an interest in tax training and was a senior tax trainer with initially the Institute of Chartered Accountants and then WebbMartin and Kaplan where he conducted tax seminars for professional accountants throughout Australia. Peter’s tax knowledge of Australian tax is of the highest calibre and he has been a regular contributor and presenter for professional associations at conferences and other events. In his current role Peter continues to provide tax training to members of professional bodies, accounting firms, corporates and non-profit bodies. Peter also has expertise in providing tax training advice for Government bodies having worked as the tax knowledge specialist for TaxEd and TaxEd Legal both organisations specialising in tax training services for federal, state and local government bodies.

Peter is also the current external tax expert for Tax & Super Australia.

Peter has also worked on an ongoing basis as a part-time lecturer and subject co-ordinator in commercial law and taxation law at CQUniversity, Curtin University and Notre Dame University.

Outside of work, Peter enjoys playing and watching sport and particularly enjoys the time he gets to spend with his family and friends.