About Concepts

About

Concepts & Results

Phillip Scandizzo

philgood@cr.com.au

"At my core, I value family and close friends, drawing strength and motivation from meaningful relationships. Whether guiding clients to success, building connections, or exploring the world, I aim to live a purposeful, adventurous life rooted in integrity."

Founded in 1987 by Phillip and Ann Scandizzo, our business has grown from a passion for finance and dedication to our clients. While completing their business degrees, this husband-and-wife team built a solid foundation by serving high-net-worth individuals in the entertainment, sports, and consulting industries.

We specialise in creating legal structures that help clients accumulate valuable assets, control their tax obligations, and maximise lucrative tax deductions. Our extensive list of tax planning strategies, developed over decades, is available to all clients, ensuring their financial success and security.

Ann Scandizzo

ascandizzo@cr.com.au

"I love travelling to new places and Improving and working in our garden any chance I can."

Meet the team

Sue Campbell

Admin Department scampbell@cr.com.au

"With over 40 years in accounting, I specialise in Secretarial services and ensure clients’ structures stay compliant. I enjoy traveling Australia and spending time with family."

Rita Maritsas

Admin Department rmaritsas@cr.com.au

"I’m passionate about delivering a positive client experience and assisting clients with the ATO. Outside of work, I enjoy traveling (especially to Greece), road trips, and perfecting my gluten-free and FODMAP-friendly recipes."

Bethany Campbell

Admin Department
bcampbell@cr.com.au

Alysia Mullen

Admin Department
amullen@cr.com.au

Karlo Timbol

Admin Department
ktimbol@cr.com.au

Mandy Gladstone

Admin Department
mgladstone@cr.com.au

Allan Dori

Bookkeeping Department adori@cr.com.au

"Organising client bookkeeping is my specialty. I thrive on managing business finances and building strong client relationships. Outside work, I love traveling, family time, and watching sports."

Megan Pasqualini

Bookkeeping Department mpasqualini@cr.com.au

"My happy place is with my husband, our kids, our grandkids and 3 dogs . The passion for my job is to help my clients to grow, succeed and achieve their business goals."

Paula Greig

Bookkeeping Department
pgreig@cr.com.au

Halima Aslam

Bookkeeping Department
haslam@cr.com.au

Maggie Pereira

Bookkeeping Department
mpereira@cr.com.au

Rocky Sharma

Accounting Department
rsharma@cr.com.au

Mey Chua

Accounting Department
mchua@cr.com.au

Krissa Valdez

Accounting Department
kvaldez@cr.com.au

Jesslyn Chhua

Accounting Department
Jchhua@cr.com.au

Nadia Davison

Loans Department
ndavison@cr.com.au

Mikaela D'Addario

Loans Department mdaddario@cr.com.au

"I enjoy getting creative with my work for our clients. Outside of work, I love reading, scuba diving, playing netball, cheering for the Swans, and cooking."

Honey Semillano

Loans Department
hsemillano@cr.com.au

Kelly Miller

Financial Planning Department
kmiller@cr.com.au

Angelica Necesario

Financial Planning Department
anecesario@cr.com.au

Our promise to business and investment clients is to

Paying Less Tax

Make More Money

Build & Protect Wealth

Our promise is achieved by

By being ORGANISED you stay up to date, which allows you time to FOCUS on developing strategies that generate meaningful savings that you can INVEST in your future. Our services are designed for people who believe they are paying too much tax and want to do something about improving & protecting their financial position today.

What you get when you work with us...

You'll get organsied

When your tax and accounting are organized, everything improves. Financial struggles fade, and progress becomes easier. Being up-to-date and having your finances in order positions you better for investment opportunities or setting up a business structure. With less stress, you can focus on implementing ideas to fund new opportunities.

Using technology to get organised

Speed up your tax and accounting with technology. What used to take hours can now be done in minutes, improving efficiency and reducing costs. You’ll save on record-keeping fees by not paying expensive hourly rates to an accountant

Save time
Save money
Have accurate & reliable financial information
Optimise your tax deductions

Focus on Tax Strategies that improves your financial wellbeing

Tax planning is a year-round, proactive process, not just something for tax return time. You can’t claim deductions for expenses you haven’t planned for—preparation is key.

Our tax framework will show you various strategies tailored to your personal circumstances and develop a roadmap to optimize your tax savings continuously.

Learn how to protect your family and business assets

You’ve worked hard to build your assets—home, investment properties, shares, and business equipment. One mistake could wipe them out. Learn how we can build a MOAT to protect you and your family.

One client saved

$ 0

Using these 4 Popular Strategies

Salary packaging your income better

90%

Setting up a Self -Managed Super Fund

85%

Buying an investment property

80%

Using a better business structure

71%

Is it time to change to a new accountant?

There’s no better time to start doing what your accountant should have done years ago