Halletts Financial Services

Accountant · 97 Northbourne Avenue, Level 3, Turner, Australian Capital Territory

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About us

Halletts team members have many talents - Chartered Accountants, business improvement specialists, tax advisors, financial advisors and more. We are the people to come to when you just need a bloody good accountant. Most importantly, we treat all our clients as individuals and work alongside you to achieve your goals in life.

Affiliations

Chartered Accountants of Australia & New Zealand
CPA Australia
National Tax & Accountants Association
The Tax Institute

Meet the team

Halletts Financial Services advisors: 20 - Xero certifications: 22

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Cathy Spence

Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Enjoy working with clients to assist them in reaching their goals.

Christine Jewell

Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Felicity Magnussen

Partner

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
1 year Xerocon attendance

Felicity is passionate about helping her clients and is driven to helping them succeed in all aspects of their business and taxation affairs.

Rob Gordon

Partner

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

After 10 yrs working in Corryong (Vic) I made the move to Canberra and began at Halletts in September 2000; becoming partner in 2007. I love assisting clients achieve their goals.

Xulin Fu

Tax Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Xero Migration

Has training and expertise in switching clients to Xero.
Single Touch Payroll

Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.

Dedicated and friendly professional who works for your tax compliance and help you achieve financial success!

Nathan Robinson

Client Service Manager

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero Migration

Has training and expertise in switching clients to Xero.
1 year Xerocon attendance

I have worked in Public Practice for the last 25 years and have extensive experience in small & medium businesses, including farming manufacturing, retail, trade and service industries.

Nick Corbett

Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.
Xero payroll certified

Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
Single Touch Payroll

Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.

I enjoy getting to know our many clients and their diverse businesses, and am look forward to meeting many more.

Halletts Financial Services: Bank experience

Clients of Halletts Financial Services connect to a range of banks via Xero. Halletts Financial Services specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

ANZ (AU)
American Express (AU)
BOQ Specialist Bank (AU)
Bendigo Bank (AU)
Commonwealth Bank CBA (AU)
Macquarie (AU)
National Australia Bank NAB (AU)
SWSbank (AU)
St George Bank (AU)
Suncorp Bank (AU)
Westpac (AU)
Westpac (AU) - Credit Card

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Halletts Financial Services: Industry experience

Halletts Financial Services works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Administration and support services
Agriculture
Arts and recreation
Construction and trades
Education
Finance and insurance
Healthcare and social services
Marketing, advertising and consulting
Not-for-profit
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Transportation and storage

Halletts Financial Services : App experience

Halletts Financial Services serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

Find us

Halletts Financial Services has offices in 3 locations

Turner: 97 Northbourne Avenue, Level 3, Turner, 2612, Australian Capital Territory; +61 02 6257 5712

Goulburn: 190 Auburn Street, Level 1, Goulburn, 2580, New South Wales; +61 02 4821 1833

Young: 36 Zouch Street, Young, 2594, New South Wales; +61 0409 744 231

New to Xero? Halletts Financial Services can help

Xero is beautiful online accounting software for smaller businesses. Halletts Financial Services can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

4 Years Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2010

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.

Halletts Financial Services

Single Touch Payroll

Xero Migration

Gold champion partner

Partner since 2010

Xero advisor certified

Xero payroll certified

About us

Affiliations

Find us on the web

Meet the team

Cathy Spence

Christine Jewell

Felicity Magnussen

Rob Gordon

Xulin Fu

Nathan Robinson

Nick Corbett

Halletts Financial Services: Bank experience

Bank connections

Halletts Financial Services: Industry experience

Industries Served

Halletts Financial Services : App experience

Connected apps

Find us

New to Xero? Halletts Financial Services can help

Please note, Xero doesn't guarantee the service of any one advisor