About us

We believe it's our role to make managing your finances far less stressful.

We continue to provide a full range of accounting, tax compliance and audit services, but our real motivation was to create a great work environment, foster genuine client relationships and make a real difference in our community.

When you work with us, you will experience personal service from a close, connected team that really understand your needs. We take a holistic approach guiding you towards making wise financial decisions in areas, including business planning, estate planning, investment, superannuation and risk management.

Our Approach

Simply contact us to organise a convenient time for an initial meeting. We operate the way you want. Our service is fully tailored to your requirements, with many options to help you do business more efficiently and cut service costs.

We'll get to know you, understanding your requirements and all the important factors that affect your financial situation.

We'll outline how we can help and the scope of the work. Then we’ll send you a letter of engagement and a formal quote outlining our fees.

From day one, you will have access to a helpful team who are ready to answer your questions and offer all the guidance you need.

Our support is ongoing, with regular reviews to ensure we can help you take advantage of opportunities, meet changing requirements and get the best value for our services.

Why Choose Us?

We understand the nuances, offer astute advice and help guide your financial affairs. We explain matters in plain English, keep you up-to-date with your financial obligations and abreast with the latest developments.

We deliver the best financial outcomes

Your financial well-being is our top priority. We go to great lengths to make sure you always secure the very best financial outcome.

We offer high level expertise

Our team is made up of leading professionals, with the detailed knowledge and valuable insights that can help you stay ahead.

We make doing business simple

Rather be looking after your business than tied up with your finances? We make the complex simple, so you can get on with what matters most.

We put you ahead of the game

Planning becomes a whole lot easier when you know what your future cash flows will be. Our reporting allows you to make the right decisions for the future.

We provide personalised service

Tired of explaining the same things to different people? We really get to know you and provide a consistent, ongoing and highly personal level of service.

We are happy to come to you

Don’t have time to slip out for a meeting? Rather than make you race around town, we are happy to come to you to find out just how we can help.

Our Team

The Team is responsible for managing the taxation, accounting and business services needs of our diverse group of clients … partnerships, private companies, superannuation funds, professionals, and high-net-worth private clients.

Marlon Fraser (Principal) is a tax specialist; he is a Chartered Accountant and a Chartered Tax Adviser. He has over 25 years’ experience in advising clients operating professional services businesses in the health, legal and financial services sectors, trade services businesses, property investment and development, and high-net-worth private clients.

Paul Connolly (Associate) holds a Bachelor of Commerce, a Master of Applied Taxation and is a Member of the Institute of Chartered Accountants.

Belinda Adams (Manager) holds a Bachelor of Business (Accounting & Finance) and is a Certified Practicing Accountant.

The Team is ably supported by qualified accountants and experienced support personnel.

Waterhouse Chartered Accountants are located in Mona Vale on Sydney's Northern Beaches but maintain an office in the CBD .

We would love to hear from you

T: 02 8973 2222

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