Three Client Managers have taken small but significant steps to future proof the long established accounting and advisory group Carrick Aland, with Accountants Daniel Bartkowski and Cameron Sorley, along with Financial Planner Daniel Ellis, becoming shareholders in the business on Sunday 1 July. Carrick Aland Managing Principal Wayne Turner is proud to have Daniel, Cameron and Daniel join him and the other Principals. All are dedicated to their clients and the client care culture that is Carrick Aland. The new Associates ensure continued premium service delivery at Carrick Aland.
Daniel Bartkowski has a vast breadth of expertise dealing with small and medium businesses across a broad range of sectors. His local upbringing equips him with a personal understanding of what is unique to rural clients. Cameron Sorley helps primary producers and small businesses to achieve financial success. Cameron’s background gives him a strong base to understanding the needs of small business and farming clients. Daniel specialises in providing personal risk protection, superannuation, investment and cash flow advice, particularly to younger clients starting out on their financial journey and rural clients that have unique personal insurance needs.
All three play an integral role in assisting the Principals to continue to develop Carrick Aland as a specialist business and farming advice group of companies. Commenting on the new appointments, Wayne Turner added, “Carrick Aland has a long tradition of encouraging and supporting our younger talent to become stakeholders in our business. It is a very positive move and allows us to connect with and remain relevant to the next generation of clients whilst maintaining a premium level of advice to all, whether that be taxation and financial advice, business improvement, succession and estate planning or technology and innovation.”
Carrick Aland is one of Queensland’s leading rural and small business financial specialists helping the region thrive with accounting, tax, audit and wealth planning advice to individuals, businesses and farming families.
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