Valkyrie Accountants & Advisors was established to empower everyone to be confident in their financial decisions.
We recognise that there are so many aspects to running a business and that it can be hard to find someone that understands and appreciates what small business owners go through. We also know from experience that once small business owners understand and their financial data, they are unstoppable in achieving their goals.
Let us learn all about your business and help take the stress away when it comes to managing your compliance obligations, setting your financial goals and creating your ideal financial future.
Hey there. My name is Kate, and I am the founder of
Valkyrie Accountants & Advisors.
I am also a Chartered Accountant, Registered Tax Agent, Fellow of The Tax Institute and hold a Bachelor of Commerce from the
University of Newcastle.
After 10 years working as an accountant and advisor to small and medium businesses in the Hunter Valley, I decided it was time to go out on my own so I could help even more small business owners achieve their own version of success. I am passionate about helping business owners understand their financial situations and working with owners to develop and achieve their financial goals.
Don't know where to start? That's okay!
We are here to help you, even if you just need someone to point you in the right direction and give you the tools for success.
Have a particular problem you would like someone to work through with you? We can do that! Book a discovery call with us today.
As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009.
Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
1. Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
There are currently no matters applicable.
2. The Tax Practitioner's Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register. Valkyrie Accountants & Advisors operates through Valkyrie Enterprises Pty Ltd (Tax Agent No. 26181663). Our principal and managing director, Kate Bradley, is also a registered tax agent (Tax Agent No. 26123690).
3. If you have a complaint about our Tax Agent services, you will need to contact Kate Bradley by email at kate@valkyrieaccountants.com.au.
Your complaint will be investigated by the principal (Kate Bradley). We will provide you with email acknowledgment of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process.
If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
Liability limited by a scheme approved under Professional Standards Legislation
Principal: Kate Bradley ABN: 77 651 436 574
Copyright © 2021 Valkyrie Enterprises Pty Ltd - All Rights Reserved.
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