About Us

We give a commitment to all our clients that we will:

  • respond promptly to telephone calls;

  • complete your work promptly;

  • when making a commitment, we will act on it;

  • be honest and clear in terms of our costs;

  • always act as your advocate to support your interests in dealings with the ATO, Centrelink or other parties; and

  • take the time to answer your questions in a simple and  understandable way.

John Derks - CPA and Financial Planner

Our Principal, John Derks has been a principal of the firm since 2007.  In addition to his accounting and taxation knowledge and skills, he has a broad work history including positions with the Commonwealth Bank, Australian Tax Office, Insurance and Superannuation Commission the Australian Prudential Regulation Authority and as an employee in public accounting firms. He is a Fellow with CPA Australia as well as being an authorised Financial Planner and a Justice of the Peace. He lives with his wife and two daughters on a rural property, west of Port Macquarie.

 

 

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NTAA-National Tax and Accountants Association
CPA Australia

Our clients are people, not job numbers.  We take the time to develop a complete understanding of your financial circumstances so we can achieve the best financial outcome for you.  Whether you are an individual, run a business, company, trust or superannuation fund, we will work with you to ensure your financial affairs are structured to give you the best possible after tax outcome.

 

Our specialist area is superannuation including DIY Super Funds, as our Principal, John Derks, has a strong background in superannuation regulation. We provide support to our superannuation fund trustees, ensuring they are able to comply with trust rules and superannuation legislation, understand investment options and manage their funds successfully.  We are only a telephone call away, so whether you want to set-up a fund, need on-going administrative or investment assistance, or just need the end of financial year accounts completed, we can help you! 

 

We are, of course, fully authorised as Registered Tax Agents and ASIC Agents with electronic access to client information held by the ATO and ASIC. Through Port Macquarie Hastings Financial Planning Pty Ltd, we provide financial planning, superannuation and insurance advice. We always consider your tax and financial planning as a whole, so you can be confident that your financial affairs are tailored to your needs and circumstances.     

Our core values are:

  • to protect our client’s interests;

  • maximise our client’s financial wellbeing;

  • operate with honesty and integrity; and

  • provide value for money.

© 2018 Port Macquarie HastingsFinancial Planning Pty Ltd

© 2019 Port Macquarie Hastings Tax & Accounting Pty Ltd