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Business Strategies

Whatever your business goals - to start a new business, grow an existing one, change the direction of a mature business, leave an existing business for a new venture or to enjoy a secure retirement - we want to help you implement the appropriate financial strategies for success!

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Commercial Projects

Whatever your business goals - to start a new business, grow an existing one, change the direction of a mature business, leave an existing business for a new venture or to enjoy a secure retirement - we want to help you implement the appropriate financial strategies for success!

Business Strategies

Make well-informed decisions and create the best strategies for achieving your goals... Read More

Personal Strategies

Ensure that you and your family are following the best plan for financial security...Read More

Special Offers!

Click here to refer a new client and receive your $50 Gift Voucher... Read More

Our People/Partners

Rosemary Finnigan – Personal Assistant

Rosemary commenced at M.K. Dundee & Associates in 1981. In 1984 Rosemary temporarily left the practice (Had twin boys) and recommenced in 1989. In 1998 Rosemary transferred to Dundee Agelis & Associates. Rosemary brings a wealth of experience to the practice and her current specialisations include bookkeeping, corporate secretarial, and taxation compliance. 

Hayden Agelis– Accountant

Hayden is an Accountant with three years of experience who specialises in Income Tax Returns and Business Activity Statements. He completed a Bachelor of Business (Accountancy) at RMIT University Melbourne in 2016. 

Sandra Agelis – Administration

Sandra commenced part time at Dundee Agelis & Associates in 1999. She currently handles various administrative roles in the business.

Madeline Agelis - Tax Associate

Madeline commenced with Dundee Agelis & Associates in 2015. She provides technical and administrative support to senior staff in tax and financial planning.  She is currently studying a Bachelor of Laws and Commerce at Monash University. 

InterPrac Financial Planning

InterPrac is the holder of the Australian Financial Services License under which Dundee Agelis & Associates operates in addition to offering a range of financial services to their clients.

 

  

 

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