About Yoni Stein
B.Com (Hons) First Class in Accounting Business Finance & Taxation; AAUQ, FCPA & CA.
Independent Financial Planner
Current real estate licence
15 year's experience in banking
15 years in real estate property development as director/secretary of a listed public company
Commenced current accounting practice June 30 1986 (more than 21 years)
Provide broad range of accounting & taxation services - individuals, small business, companies, trusts & super funds.
Registered company auditor - nowadays audit super funds & incorporated associations etc.
Have always found that my previous corporate experience is very helpful for small to medium business clients.
Strong interest & experience in planning& budgeting: small business & larger corporate planning; financial planning for individuals, retirement planning etc
Success orientated: formerly very competitive in offshore & bay yacht racing
Strong interest in tax planning & effective tax structures
Personalised services - my clients are like extended members of my family and the majority of my clients have been with me for around 20 years. This is even after my selling off the nearly 80% of my practice in June 2005. I now operate as a relatively small practice with just myself & my wife.
Focus on appropriate business structures & wealth creation for my clients.
I used to produce a very popular monthly newsletter (accounting taxation finance etc & other items of non financial interest) which I'd like to take up again - time is an issue now that I don't have staff.