About Us
Our services
Bergkvist and Associates was established by Kath Bergkvist in 1992 and has been located in Park Avenue Kotara since 1996. Conveniently close to Westfield, our clients are able to take advantage of the variety of local shops and businesses close by.
Our clients include individuals and corporates located mostly in Newcastle, Hunter Region and Central Coast but a number are also interstate and overseas. Our hard working team is committed to understanding our clients’ needs to enable us to provide specialised service that delivers quality outcomes.
Careful selection of team members for jobs that best match their abilities and focus means you have the right person working on the right job. With one third of the team studying at university, we have a team of friendly professionals and experienced staff whose continuing professional development is the key to us maintaining our knowledge of ‘up to the minute’ legislation and trends.
Our team
Bergkvist & Associates is structured to provide a supportive framework with a number of senior accountants supported by intermediate accountants, trainees, secretarial and administrative staff.
SENIOR ACCOUNTANTS
SCOTT SHARP
B. Com CPA Tax Agent
Scott joined Bergkvist and Associates in 2005 and is one the firm's Client Services Managers. He received his Bachelor of Commerce from The University of Newcastle and completed the CPA Program in 2005.
He has experience in areas including business services, superannuation, information technology and taxation. Scott's clients include building contractors, finance brokers, retailers and a variety of businesses.
DELIA SCOPULOVIC
B. Com CPA Tax Agent
Delia has worked in public practice since graduating from the University of Newcastle in 1990 with a Bachelor of Commerce. Delia then went on to become a CPA in 1993 and a registered tax agent in 1996.
Delia has 19 years tax and accounting experience across a broad range of small and medium businesses and has been a valued member of the Bergkvist & Associates team since 1998.
INTERMEDIATE ACCOUNTANTS
CAROL ALLAN
B. Com MNIA JP
Carol joined the firm in 2002 having held an Advanced Diploma in Accounting since 1996. She was awarded her Bachelor of Commerce at the University of Newcastle in July 2010.
Her responsibilities include accounting and taxation services for individuals, strata plans and small business including partnerships, companies and trusts. Carol’s main focus is on property and she is our resident Justice of the Peace.
BOOKKEEPING
JULIE MICHELS
With over ten years experience in administration, Julie provides electronic bookkeeping services to clients who need help getting back on track. Julie can visit your premises on a weekly, monthly or quarterly basis, to prepare BAS, payroll and super, accounts payable/receivable. MYOB training and setup is also available.
ADMINISTRATION
LISA FREEMANTLE
Lisa spends the majority of her office time in reception, capably handling a significant load of secretarial and personal assistant roles. She holds a Certificate III in Financial Services and with Patricia has improved work practices and procedures in the office.
TABITHA TWOREK
Tab is our Client Support Manager and is responsible for the smooth and efficient operation of our office systems and procedures. She has a wealth of experience and knowledge in improving business systems and ensures the needs of our clients are always put first.
STEVEN MAY
Steve is the Managing Director. He has over 25 years experience in financial services and is proud to be associated with such a strong team.
Latest News & Events
Since 1 July 2011, Bergkvist and Associates ha..
Delia celebrates 20 years with CPA Australia
Delia Scopulovic recently achieved the milestone o..
We'd like to thank all of our clients who took the..
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"Our professional and experienced accountants can develop tax strategies to take advantage of new tax laws and legislation, and ensure the right business structure for both current and future commercial ventures."