Holding a Master of Accounting degree and being a qualified Chartered Accountant & a registered SMSF Auditor, Cindy has been working in the Pymble practice for a decade specialising in property and business related tax advisories and planning.
In 2007, Cindy became a senior client manager for Chan & Naylor focusing on identifying clients’ goals and key areas of services required, making suggestions, engaging services and establishing relationship. She has also designed, implemented and guided clients’ bookkeeping system based on various accounting software.
Cindy is well known for her exceptional technical and commercial knowledge and communication skills enabling effective interaction with clients. She can identify client opportunities and potential risks and apply her knowledge to client issues and identify when a solution or a different approach is necessary.
She has helped numerous small businesses, property investors and working families, formulating and implementing a solid, safe and practical wealth creation strategy. She has also assisted clients with implementing a variety of structures including company, trust and SMSF to safe guarded financial achievement with effective asset protection and estate planning plans.
By 2017, Cindy became the Managing Partner of Chan & Naylor, Pymble NSW. Chan & Naylor Pymble is property and small business specialised, with services orientated by clients’ wealth creation, asset protection and family estate planning strategies.
As the Managing Partner, Cindy mentors and trains accountants of different levels and leads a team of qualified Client Managers and a group of dynamic and dedicated accountants. Cindy’s passionate to be your team of accounting / tax strategists, holding your hands through your wealth creation journey to achieve your financial goals and beyond.
Cindy’s specialties include business structure design & restructuring, investment and business consultation, tax planning & exit strategy.
What my clients have told me
Cindy has assisted us over the past few years especially with Hybrid trusts and real estate property investments. Cindy has always been reliable and trustworthy with prompt replies in her dealings. A professional in her industry I would gladly recommend her work to those seeking an experienced Client Manager to take care of your accounting needs.
Cindy has great customer service skills, and is proactive and trustworthy. I highly value her personalised advice when making financial decisions, no matter they are big or small. I would not hesitate to recommend her to be on anyone’s adviser panel.
I have dealt with Cindy over the last couple of years seeking her support across all aspects of my company’s financial requirements. I have found Cindy to be a true professional, extremely willing to support me when required with expert knowledge within her field. Cindy has made a very big difference to the way I operate my company. I highly recommend Cindy to anyone that requires sound financial and taxation support. She is simply excellent to work with at all times.
We have continued to use Cindy to prepare our income and smsf tax returns as she provides great advice and answers to our queries and questions promptly, professionally and in a friendly personable style.