About Us – WealthVisory

About Us


Business Profile

OUR VISION IS YOUR WEALTH

WealthVisory was born in 2019 through the merger of two experienced Mandurah accountants. After many years as Mandurah’s trusted business accountants, the owners of Dolphin Tax and RCP Accountants saw an opportunity to join forces and take personalised accounting to the next level.

The goal was to create a better, more relevant business accountancy service than anything previously on the market – catering both to Mandurah’s locals and customers across the Peel region who find the quality of WealthVisory’s accounting services worth the drive.


About Our Business

What We Do

Many people are surprised to discover that accounting services are about more than just tax. Yes, we can help with your annual tax return – but there’s also a whole world of things we can do to support your financial wellbeing.

As chartered accountants, we aim to help people understand their entire financial situation. We firmly believe the most important step towards financial wealth is financial health. In other words, gaining a full understanding of your current situation, predicting how it’s unfolding and taking steps to maximise your money over time. 

Let’s face it, managing our money is far more complex than collecting coins in a piggy bank. Rather than being summed up with a single figure, our money, assets and debts are spread across a wide range of accounts, banks and institutions, making it easy for potential savings to slip through our fingers. 

Accounting support isn’t just for high-flyers – anyone who has multiple bank accounts, superannuation, debts or property can benefit from the assistance of an experienced accountant, above and beyond your EOFY tax return. 

In a world of complex financial arrangements, it’s essential to have the tools to track, manage and optimise your finances. Building wealth may be a long game, but setting the groundwork here and now is what makes long-term prosperity achievable. 

And the benefits of getting effective accounting support also go far beyond a dollar value. 

WealthVisory helps individuals and business to:

  • Reduce the stress of decision-making by collating the most useful information 
  • Manage uncertainty through financial forecasting and business planning
  • Create a roadmap to achieving your goals and track the results along the way 

While you can’t put a price on peace of mind, you can certainly achieve it with the right accounting support. Having savvy accounting advice on your side is one of the most important factors in achieving financial success, at any age and stage of life. 

Why Choose Us?

We’re Mandurah locals, just like you.

As a locally owned business, we understand the pressures facing other Peel region businesses just like ourselves. We pride ourselves on being down-to-earth and accessible for clients from all walks of life. What sets Wealthvisory apart from other Mandurah accountants is the way we communicate and genuinely connect with our customers. 

We’re friendly and down-to-earth. 

When you’re looking for business or personal accounting support, you want to get advice from a real person, not a textbook. At WealthVisory, we sit down with you in person and take you through the information you need to know, ensuring you understand exactly what’s going on with your money. 

We personalise all of our accounting services to your individual needs.

We take a personalised approach to accounting, based on the factors that will genuinely help you or your business on the road to financial success. Every time you step into our Mandurah office, we take the time to understand you, your goals and the kind of support we can provide to help you achieve them. 

We have experience with all kinds of businesses and industries. 

Our experience spans many different industries such as including Printing, Real Estate, Mining, Building & Construction, Medical Practices, Dental, IT Services, Retail, Pharmacies, Restaurants & Catering, and Pubs to mention just a few. 

We’re honest, reliable and here when you need us

It’s important to us that our clients can genuinely rely on us to do the right thing. That’s why we offer upfront fixed-fee pricing for all tax services, ensuring there are no surprise fees or costs. 

We love to build ongoing relationships with our clients, meaning we’re here when you need us – whether it’s on the phone, by email or making an appointment at our Sholl St office. 

As chartered accountants, we aim to help people understand their entire financial situation. We firmly believe the most important step towards financial wealth is financial health. In other words, gaining a full understanding of your current situation, predicting how it’s unfolding and taking steps to maximise your money over time. 

Let’s face it, managing our money is far more complex than collecting coins in a piggy bank. Rather than being summed up with a single figure, our money, assets and debts are spread across a wide range of accounts, banks and institutions, making it easy for potential savings to slip through our fingers. 

Accounting support isn’t just for high-flyers – anyone who has multiple bank accounts, superannuation, debts or property can benefit from the assistance of an experienced accountant, above and beyond your EOFY tax return. 

In a world of complex financial arrangements, it’s essential to have the tools to track, manage and optimise your finances. Building wealth may be a long game, but setting the groundwork here and now is what makes long-term prosperity achievable. 

And the benefits of getting effective accounting support also go far beyond a dollar value. 

WealthVisory helps individuals and business to:

  • Reduce the stress of decision-making by collating the most useful information 
  • Manage uncertainty through financial forecasting and business planning
  • Create a roadmap to achieving your goals and track the results along the way 

While you can’t put a price on peace of mind, you can certainly achieve it with the right accounting support. Having savvy accounting advice on your side is one of the most important factors in achieving financial success, at any age and stage of life. 

Meet The Team

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Aaron Colley

Director

Aaron is a Chartered Accountant with over 15 years experience in the accounting industry.  Aaron previously started Dolphin Tax back in 2011 and in January 2019 merged with RCP Accountants Pty Ltd to create WealthVisory. Aaron has been able to provide advice around structuring, cashflow, tax compliance and working with clients to develop strategies. 
Aaron is also a qualified Financial Planner.
 
When he’s not in the office you can find him at the beach with his kids, body boarding and bike riding. 
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Ryan Pettit

Director

Ryan is a Chartered Accountant and brings over 15 years of experience within the accounting industry.  Prior to the inception of WealthVisory Ryan ran his own accounting firm RCP Accountants Pty Ltd and has experience working in a variety of locations from Darwin, the Peel Region and the South West. Ryan enjoys working with businesses from a variety of industries, providing tailored strategic solutions to assist with business growth and prosperity. He has the exposure, skills and enthusiasm to deliver results in your business.
 
When Ryan isn’t in the office you can find him fishing, surfing, freediving or spending time with his family and friends. 
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Becky Riebeseel

Senior Accountant

Becky completed her Bachelor of Commerce degree in Accounting at Murdoch University in 2012 and joined Aaron in 2016 where she then qualified as a CPA. Becky has established her own base of repeat clients and inspires understanding and trust in her work. Handling high volume work and personal management of business taxation, Becky has progressed quickly to being an integral member of the WealthVisory team and provides an element of reliability and assurance for her clients.

Out of the office you will find Becky spending time with family, beach walks with her dog and watching crime documentaries. 

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TROY MAHONEY

Senior Accountant

Troy joined the WealthVisory team in June 2019, bringing with him 18 years’ experience in the accounting industry. Troy is a CPA who has spent 12 years in public practice as well as other accounting related roles that took him all over the world, including stints in Canada and Serbia. Troy is passionate about helping all his clients understand their numbers better so they make better decisions, allowing their business to thrive.
 
In his spare time, Troy can be found on the golf course or spending time with friends and family.
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Luke Rowlands

Accountant

Luke graduated from Curtin University in 2018 with a bachelor of commerce and accounting major. He is currently studying to become a member of the Chartered Accountants Institute.  Luke enjoys managing our self managed super fund client base, which allows him to develop client relations and have understanding in a specific field in the accounting industry. 
 
Out of the office you will find Luke playing soccer, surfing and going on adventures with his wife. 
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Riley Bosma

Accountant

Riley graduated from Curtin University in early 2020 and is currently completing the Chartered Accountants program. He has over 4 years of experience in the Tax and Accounting industry and is consistently growing his knowledge further. Riley likes the nitty gritty aspects of accounting and learning tax effective solutions to provide the most viable outcome. 

 
Outside of work Riley enjoys a variety of hobbies from cars, crossfit to gaming.
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Louisa aCKLAND

Senior Accountant

Louisa has many years’ experience in roles as a Financial Accountant with medium and large size companies, starting her career with BHP in Kwinana and transferring to the tropical paradise, Groote Eylandt, then moving around Australia taking on various accounting roles. Louisa joined Ryan at RCP Accountants in 2016 before the merge with Dolphin to become Wealthvisory.

When Louisa is not at work, she enjoys spending time with her family and friends.  Travelling is also a passion either locally or overseas.

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nICOLE jARRETT

Senior Accountant

Nicky joined the WealthVisory team in August 2020 and has almost 20 years experience as an accountant working with small businesses. Nicky is a member of the Chartered Accountants Institute and is a SMSF Specialist. Nicky enjoys seeing the progression of businesses from start ups to achieving their business goals and is passionate about assisting clients to achieve this. 
 
Out of the office you will find Nicky spending time with family and friends over good food and wine, camping and four wheel driving. 
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Melissa White

Office Administrator

Melissa joined the WealthVisory Family in April 2019 with 5 years experience in administration within accounting firms. She loves interacting with clients and her colleagues and ensuring that everything is done in a helpful, friendly and efficient manner.

Melissa spends most of her spare time enjoying time with family and friends and watching thrillers. Likes to travel and venture off to new parts of the world adding South America to her experiences in 2019.

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Andrew Perriam

Office Administrator

Andrew joined the WealthVisory Team in February 2020 and has 4 years experience with a financial background. He loves interacting with clients and ensuring the best possible outcome of any situation. Andrew is currently undertaking a degree at Murdoch University in Accounting to pursue his passion with numbers. 
 
Andrew spends most of his spare time enjoying time with his friends, at the beach, hiking and travelling to different parts of the globe. 

GET IN TOUCH

To find out more about the services that we offer at WealthVisory, book an appointment online with us today.

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