Meet the team

Our energetic and experienced team of professionals are committed to ensuring you achieve your business goals. The Optima Partners team brings you the skills, knowledge and innovation to optimise your potential.

Philip Carulli CA
Director
Enrico De Pietro FCPA
Director
Ross Stagno CA
Director
Philip Carulli CA

Philip Carulli has been a director of Optima Partners since January 2007. He is a Chartered Accountant with over 15 years experience working in public practice. He has extensive experience in taxation and business services and is a registered self managed superannuation fund auditor.

Philip possesses an energetic approach to business. He prefers to work alongside his clients to ensure a better understanding of their financial affairs. He specialises in taxation and business advisory areas including capital gains tax, business structuring, business acquisitions and disposals, business valuations, taxation planning strategies, fringe benefits tax, and GST.

Email Phil 

Enrico De Pietro FCPA

Enrico De Pietro has been a director of Optima Partners since January 2007. He is a member of FCPA Australia and has over 20 years experience in public practice and is a registered self managed superannuation fund auditor.

Enrico specialises in the areas of taxation & business advisory, including GST, capital gains, business structuring, business acquisitions and disposals, tax planning, and Centrelink issues.  His clients range from small to medium sized businesses in a variety of industries, including primary production, medical, construction, and service oriented fields. His interests include fishing, four-wheel driving and music.

Contact Enrico De Pietro

 

Ross Stagno CA Ross@optimapartners.com.au

Optima Partners are pleased to announce the promotion of Ross Stagno to Director from 1 July 2018.

Ross joined Optima Partners as a senior accountant in November 2010 and was promoted to Manager in 2016.  Ross is a member of the Chartered Accountants Australia and New Zealand, with over 10 years experience in tax and business services.

Ross lives by the mantra that being proactive is best practice and he has a passion for working with small to medium businesses.

Optima Partners are excited to welcome Ross to the Executive Team and believe he will bring a young and innovative approach to assist with the continued growth of Optima Partners and our clients.

Coral Graham, Grad. Dip. Bus. Admin

Coral has extensive experience in office administration and management across a wide range of industries, including accounting firms for the past 15 years.  Coral is responsible for managing the efficient and effective operations of Optima Partners and also has extensive knowledge of MYOB and is available to provide assistance to clients.  Coral is currently completing her Masters in Business Administration at Curtin University, after successfully completing a Graduate Diploma in Business Administration.

Liz Gibbs DFP, SPAA SMSF Specialist Advisor

Liz holds a Diploma in Accounting, has acquired SPAA SMSF Specialist accreditation and is a Qualified Financial Planner with over 18 years experience in business and superannuation services. Over the past 12 years, Liz has gained knowledge of SIS legislation, including the administration of accumulation and pension funds, and the payment of retirement benefits through self-managed superannuation funds. Liz specialises in Self-Managed Superannuation and manages the administration and strategic planning for over 300 private superannuation funds.

Daniel Causerano CPA
Petro Groenewald CA (SA)
Zoi Yannakis
Adam Kitching
Lumya Silwimba
Sarah Koios
Jacob Menchetti
Jessica D’Ammone

 

 

Philip Nolis CPA Dip FS (FP)

Philip Nolis is a Certified Practicing Accountant who is the Managing Director of Southern Cross Financial Pty Ltd, an Australian Financial Services Licensee. With 21 years’ experience in the accounting profession, Philip specialises in individual taxation matters, including Taxation Planning and Capital Gains Tax. He offers financial planning advice to retail clients working in the fields of portfolio management, investment, superannuation and retirement planning, and tax planning.

Southern Cross Financial has been involved in various capital raisings, including the sub-underwriting of junior company floats, property syndications, and managed investment schemes. Philip provides a wide range of services for individuals and businesses from both a compliance and financial advisory point of view. He has an extensive network of associates and is a member of the Financial Planning Association of Australia and the Australian Independently Owned Association of Financial Planners.

Contact Phil Nolis

Jackie Dalton
April Tata
Louise Knuckey
Brianna Ball reception@optimapartners.com.au
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