ZongQi Xie 谢宗奇
Principal at OBP Group- Claim this Profile
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English -
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Chinese -
Topline Score
Bio
Credentials
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FCPA
CPA Australia -
Financial Planner AFP®
Financial Planning Association of Australia -
Registered Financial Adviser
ASIC -
Registered SMSF Auditor
ASIC -
Registered Tax Agent
Tax Practitioners Board
Experience
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OBP Group
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Australia
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Financial Services
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1 - 100 Employee
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Principal
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Jan 2013 - Present
My role at OBP is to oversee the running of the business and ensure the delivery of exceptional service and strategic based advice to clients. Accredited across a broad range of financial and taxation disciplines, I am focused on solving complex financial problems through structure and strategy on areas including investment, debt and cash flow planning, superannuation, retirement, insurance, and estate planning. My role at OBP is to oversee the running of the business and ensure the delivery of exceptional service and strategic based advice to clients. Accredited across a broad range of financial and taxation disciplines, I am focused on solving complex financial problems through structure and strategy on areas including investment, debt and cash flow planning, superannuation, retirement, insurance, and estate planning.
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InterPrac Financial Planning Pty Ltd
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Australia
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Financial Services
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1 - 100 Employee
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Financial Adviser/Authorised Representative
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Feb 2017 - Present
Focused on solving complex financial problems through structure and strategy on areas including investment, debt and cash flow planning, superannuation, retirement, insurance, and estate planning. Focused on solving complex financial problems through structure and strategy on areas including investment, debt and cash flow planning, superannuation, retirement, insurance, and estate planning.
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Capstone Financial Planning
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Australia
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Financial Services
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1 - 100 Employee
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Financial Adviser/Authorised Representative
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Aug 2016 - Feb 2017
Recommend the establishment or winding up of an interest in SMSF. Provide advice on contributions and/or pensions on a client’s existing superannuation. Provide class of product advice on basic deposit products and superannuation. Recommend the establishment or winding up of an interest in SMSF. Provide advice on contributions and/or pensions on a client’s existing superannuation. Provide class of product advice on basic deposit products and superannuation.
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St John of God Health Care
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Australia
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Hospitals and Health Care
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700 & Above Employee
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Group Taxation Accountant
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Jul 2012 - Jul 2013
Preparation and lodgement of the Goods and Services Tax (GST), Fringe Benefits Tax (FBT) and PAYG withholding for St John of God group. Review , approve and process divisional Deductible Gift Recipient (DGR). Provide all Tax advice and assistance to group caregivers. Prepare and maintain relevant tax processes, policies and procedures. Ongoing review, research and amend tax legislation, ATO ruling to meet Legislative Compliance. Involve with Month End Process and other General… Show more Preparation and lodgement of the Goods and Services Tax (GST), Fringe Benefits Tax (FBT) and PAYG withholding for St John of God group. Review , approve and process divisional Deductible Gift Recipient (DGR). Provide all Tax advice and assistance to group caregivers. Prepare and maintain relevant tax processes, policies and procedures. Ongoing review, research and amend tax legislation, ATO ruling to meet Legislative Compliance. Involve with Month End Process and other General duties. Show less Preparation and lodgement of the Goods and Services Tax (GST), Fringe Benefits Tax (FBT) and PAYG withholding for St John of God group. Review , approve and process divisional Deductible Gift Recipient (DGR). Provide all Tax advice and assistance to group caregivers. Prepare and maintain relevant tax processes, policies and procedures. Ongoing review, research and amend tax legislation, ATO ruling to meet Legislative Compliance. Involve with Month End Process and other General… Show more Preparation and lodgement of the Goods and Services Tax (GST), Fringe Benefits Tax (FBT) and PAYG withholding for St John of God group. Review , approve and process divisional Deductible Gift Recipient (DGR). Provide all Tax advice and assistance to group caregivers. Prepare and maintain relevant tax processes, policies and procedures. Ongoing review, research and amend tax legislation, ATO ruling to meet Legislative Compliance. Involve with Month End Process and other General duties. Show less
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JGC Accounting and Financial Services Pty Ltd
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Tuart Hill, WA Australia
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Accountant
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Jul 2009 - Jun 2012
Performing a variety of duties all geared towards helping clients with tax issues. Specialise in tax planning, SMSF, individual and corporate tax compliance, financial statement services and consulting services for privately-held businesses, their owners and high net worth individual clients. Performing a variety of duties all geared towards helping clients with tax issues. Specialise in tax planning, SMSF, individual and corporate tax compliance, financial statement services and consulting services for privately-held businesses, their owners and high net worth individual clients.
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Conway Guy & Associates
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West Perth, WA Australia
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Accountant
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Apr 2008 - Apr 2009
Performing a variety of duties all geared towards helping clients with tax issues. Performing a variety of duties all geared towards helping clients with tax issues.
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Ruthven Gangemi & Associates
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Midland, WA Australia
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Accountant
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Jan 2008 - Mar 2008
Performing a variety of duties all geared towards helping clients with tax issues. Performing a variety of duties all geared towards helping clients with tax issues.
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Peter C. L. King & Co.
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Sydney, New South Wales, Australia
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Accountant
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Apr 2007 - Nov 2007
Performing a variety of duties all geared towards helping clients with tax issues. Performing a variety of duties all geared towards helping clients with tax issues.
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Caltex Star Mart Perth Store and Leederville Store
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Perth, Western Australia, Australia
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Accountant
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Jun 2006 - Feb 2007
Examining bank statements and reconciling them with general ledger entries. Examining expenses submitted by employees. Keeping an eye on incoming payments from accounts receivable and outgoing payments from accounts payable. Creating company financial reports with the above information included. Analysing data collected in order to determine the state of the company’s financial health. Examining bank statements and reconciling them with general ledger entries. Examining expenses submitted by employees. Keeping an eye on incoming payments from accounts receivable and outgoing payments from accounts payable. Creating company financial reports with the above information included. Analysing data collected in order to determine the state of the company’s financial health.
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Education
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CPA Australia Program
CPA Australia Program, Accounting and Related Services -
Curtin University
Bachelor of Commerce (B.Com.), Accounting -
Integrity Education Group
Diploma of Financial Planning, Financial Planning and Services -
AAMC Training Group
Diploma of Finance and Mortgage Broking, Finance and Mortgage Broking
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