Momenta Advisors

Accountant · 90 Podium Way, Suite 2.05, Oran Park, New South Wales

  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2013

    Experience

    Partner since 2013
  • Xero payroll certified

    Certification

    Xero payroll certified
  • Xero advisor certified

    Certification

    Xero advisor certified

About us

We are all about utilising technology to its full capacity to deliver efficiency to your business, streamline systems and provide momentum – ultimately helping you maximise your bottom line. Whether you run a small to medium sized business or require personal tax and accounting services you will receive quality, efficient and practical advice at Momenta Advisors

Affiliations

  • Chartered Accountants of Australia & New Zealand
  • CPA Australia

Find us on the web

Meet the team

Momenta Advisors advisors: 10 - Xero certifications: 11

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

Michael Ferella

Director

Profile image for Michael Ferella
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

mferella@momenta.com.au

Felicity Best

Office Manager

Profile image for Felicity Best
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

fbest@momenta.com.au

Peter Carter

Senior Associate

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

pcarter@momenta.com.au

James Ahern

Business & Tax Advisor

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

jahern@momenta.com.au

Nicholas Kalitsis

Business & Tax Advisor

Profile image for Nicholas Kalitsis
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Kelvin Trinh

Business & Tax Advisor

Profile image for Kelvin Trinh
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

ktrinh@momenta.com.au

Momenta Advisors: Bank experience

Clients of Momenta Advisors connect to a range of banks via Xero. Momenta Advisors 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)
  • Bank of Queensland BOQ (AU)
  • BankWest (AU)
  • Bendigo Bank (AU)
  • Commonwealth Bank CBA (AU)
  • Macquarie (AU)
  • National Australia Bank NAB (AU)
  • PayPal
  • Qantas Money (Australia) - Credit Card
  • St George Bank (AU)
  • Stripe
  • Westpac (AU)
  • Westpac (AU) - Credit Card
  • Wise Business

Momenta Advisors: Industry experience

Momenta Advisors 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


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

Momenta Advisors : App experience

Momenta Advisors serves clients who use 9 different apps that connect and integrate with Xero.



Connected apps

Find us

Momenta Advisors has offices in 3 locations

Oran Park

90 Podium Way, Suite 2.05, Oran Park, 2570, New South Wales

+61 296066749

Sydney

165-167 Phillip Street, Level 1, Suite 107, Sydney, 2000, New South Wales

+61 291579006

Baulkham Hills

14-16 Brookhollow Avenue, G.04, Baulkham Hills, 2153, New South Wales

+61 296066749

New to Xero? Momenta Advisors can help

Xero is beautiful online accounting software for smaller businesses. Momenta Advisors can help make your switch as smooth as possible.

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

  • Partner since 2013
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.