Carmel Filippone

smsf financial planner at Carrazzo Consulting
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Contact Information
us****@****om
(386) 825-5501
Location
Melbourne, Victoria, Australia, AU
Languages
  • Italian -
  • English -
Skills

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Bio

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Credentials

  • xero certified
    Xero
    Jul, 2019
    - Nov, 2024
  • QuickBooks Certified User
    Quickbooks Software
    Jul, 2019
    - Nov, 2024
  • certified hubdoc
    Hubdoc
    Jul, 2019
    - Nov, 2024
  • Advanced Diploma in Financial Services
    -
  • CFP
    Financial Planning Association (FPA)
  • Certificate IV FMBM
    -

Experience

  • Carrazzo Consulting
    • Australia
    • Accounting
    • 1 - 100 Employee
    • smsf financial planner
      • Jul 2019 - Present

    • 2IC / practice manager
      • Aug 2018 - Jul 2019

  • M & C Accountants
    • Australia
    • Accounting
    • Director
      • Apr 2019 - Present

      Helping businesses, self managed superannuation funds and their owners manage their compliance obligations and achieve their goals Helping businesses, self managed superannuation funds and their owners manage their compliance obligations and achieve their goals

  • Australian Taekwondo Victoria
    • Secretary
      • Apr 2019 - Nov 2021

  • Bongiorno Group
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • The go to person and implementer - 2IC - Senior Tax Manager
      • Jan 2012 - Jul 2018

      Here I was part of a team that assisted people to put in place strategies to reach their business and personal financial goals. My role was to ensure the strategies were put into place, be the go to person that clients can easily reach and rely on and go through any questions with and encourage the team.

    • Senior Accountant
      • Jul 2006 - Dec 2011

  • Caruso Phillip
    • Accountant
      • Jul 1999 - Jun 2006

      This was my first glimpse of public practice. I started here when I was at Uni and was lucky enough to be mentored by its founder. I worked long hours and most weekends but the things I learnt and experiences I was given are priceless. Even more importantly, this is where I found my passion This was my first glimpse of public practice. I started here when I was at Uni and was lucky enough to be mentored by its founder. I worked long hours and most weekends but the things I learnt and experiences I was given are priceless. Even more importantly, this is where I found my passion

Education

  • CFP Australia
    certified financial planner
    2016 - 2018
  • University of NSW
    Masters in Applied Taxation, Taxation
    2005 - 2008
  • Institute of Chartered Accountant Australia
    2002 - 2005
  • deakin university
    Bachelor of Commerce (BCom), Accounting and Finance
    1999 - 2001
  • Institute of Public Accountants
    MIPA
    -

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