Meet The Team

Phil has over 25 years of experience in accounting, initially in a public company before moving into tax and public practice. His expertise spans various areas, including property taxation, capital gains tax, GST, tax efficient business structuring and self-managed superannuation funds (SMSF).

Phil understands the unique circumstances of Western Australian business owners, having worked for his family business in Perth before eventually operating his own. He works closely with clients, spending time within their businesses to understand their financial affairs. His passion for business development allows him to provide quality advice and strategies for his clients.

Phil specializes in technology and start-up businesses including structuring, capital raising, growth strategy and corporate compliance. His expertise as a company secretary and director has helped many businesses achieve financial success, including listing on the ASX.

Phil has been a Chartered Accountant since 2001. He is also a proud member of the Institute of Company Directors.

With over 30 years of experience in public practice, Enrico offers expertise in start-up support, business sales and succession planning. He serves as a trusted advisor to his many business clients.

Enrico believes in open communication with his clients and provides a streamlined service. He frequently visits his clients’ businesses to better understand their operations and circumstances. His business acumen and experience have proved invaluable.

Enrico has been a director at Optima Partners since January 2007. He is a Chartered Accountant and holds Fellow membership with CPA Australia.

Ross is a strategic business leader who works closely with his clients to achieve financial security and success.

Ross offers innovative and cost-effective accounting solutions across a wide range of industries including real estate, construction, medical and professional services sectors, offering vital advisory services.

Ross is passionate about the benefits of technology including cloud-based software and tools. He embraces changing technologies and uses them to his benefit, and encourages his clients to do the same.

Ross has over a decade of experience in tax and business services. He holds Chartered Accountant status and has been with Optima Partners since 2010.