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RIA · CRD 338144State-Registered Investment Adviser

Updated:

Suntax Advisors

Suntax is an accounting firm providing accounting, wealth and finance services. It uses leading-edge technology to help clients achieve their goals and has...

Overview

Suntax is an accounting firm providing accounting, wealth and finance services. It uses leading-edge technology to help clients achieve their goals and has over 30 years supporting its community. The firm has more than forty team members offering Accounting and Tax, Bookkeeping, Superannuation processing, Legal, Financial Planning and Insurance Services, with a focus on small to medium sized businesses across Australia. It is listed among the Australian Financial Review Top 100 Accounting Firms and is a CPA Australia member and Xero Platinum Member.

General information

Firm type

RIA

Year founded

1989

Location

Region

North America

Country

United States

Principals

John Lawry

founder

Mark Lawry

Director and owner

Daniel Riley

Director and owner

Shannon Buchan

Chief Operating Officer

Lovonne Priest

front desk Sunbury

Sarah O’Brien

assistant to Daniel Riley and Support Hub member

Julie Grant

leads bookkeeping team

Lauren Gordon

Executive Assistant to Shannon

Georgia Freestone

bookkeeping team

Sector focus

small to medium sized businesses

Frequently asked questions

Where does Suntax Advisors deploy capital geographically?

There is no publicly available information on Suntax Advisors' geographic deployment. Its corporate registration is domestic, but without disclosed portfolio assets, property holdings, or fund commitments, its capital footprint cannot be mapped.

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