Harper Group
Chartered Accountants & Financial Planners

About

Plan beyond Profits

History

 

The accountancy business was started in 1985 by Les Harper and has been based in Frankston since then providing advice to small-medium businesses in relation to compliance matters and business development.

Harper Financial Group obtained its own Australian Financial Services Licence (AFSL No: 313207) in 2007 where it could provide unbiased financial advice as it was not part of a dealer group. The firm has always worked on an agreed fee basis rather than on a commission basis.

We encourage you to plan beyond profits, to use those profits to purchase assets that grow in capital and/or provide an income stream over the future years.

 

Get in touch

We at Harper Group know that finding the right accountant or financial planner to advise you is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.

Book an appointment ▸

 
 

Team members

 
 

Partner

Mathew Boyes

Mathew joined Harper Group in July 1996 and has many years experience in accounting and business gained through assisting clients with the operation of their businesses and financial affairs. As a result, he brings substantial experience to all areas of the firm, assisting clients with all their accounting, taxation, superannuation and financial planning needs.

He also has over 15 years experience specialising in the taxation and compliance obligations of Self-Managed Superannuation Funds, and has a strong focus on ensuring that clients maximise their total net wealth through the myriad of opportunities available in the ever-evolving superannuation legislation.

On the personal side, Mathew is a keen sports follower and has a keen interest in athletics being the current president of the Victorian Athletics League. On most weekends you'll find him either on an athletic field or watching/coaching his children's football or basketball teams.

 

Education

DEAKIN UNIVERSITY
Bachelor of Commerce 

Activities & Affiliations

• Chartered Accountant (1999)

• Chartered Accountant Financial Planning Specialist (2010)

• SPAA SMSF Specialist Advisor (2011)

• Tax Agent

 

 

 

 
 

Partner

Michael Sinclair

Michael joined Harper Group in 2004. His background is that of an ecological scientist and brings these analytical skills to assist clients navigate their accounting and taxation issues as well as in developing their businesses. 

Prior to this Michael owned and operated a wholesale plant nursery and a bookkeeping service. He brings skills from these businesses to help clients grow their businesses.

Michael completed the Advanced Insolvency Law and Practice (IEP) course in 2007, was admitted as a Chartered Accountant in 2009, and gained a Diploma of Financial Services in 2012. Michael is also a Xero Certified Advisor.

Michael will usually be out in the garden on the weekend and doing DIY jobs. He has a partner and three kids that keep him pretty busy.

 

Education

UNIVERSITY of MELBOURNE
B.Sc (Hons) (1992)

MONASH UNIVERSITY
Ph.D (1996)

UNIVERSITY of SOUTHERN QUEENSLAND
Advanced Insolvency Law and Practice (2007)

Activities & Affiliations

• Chartered Accountant (2009)

• Financial Planner (2012)

• Xero Certified Partner

• Tax Agent

 

 

 
 

SMSF specialist

Gerard Trapnell

Gerard started at Harper Group in 2005 and is a Chartered Accountant with a specialisation in Superannuation and is a Financial Planner.

 

Education

MONASH UNIVERSITY
Bachelor of Business & Commerce

 

Activities & Affiliations

• Chartered Accountant

• Financial Planner

 

 

 

senior accountant

Rachel Callaghan

Rachel joined Harper Group in 2009 and is an invaluable team member. She is a Chartered Accountant and a XERO Certified Advisor 

 

Education

MONASH UNIVERSITY
Bachelor of Business & Commerce

 

Activities & Affiliations

• Chartered Accountant

• XERO Certified Advisor