What our clients say

Azure Luxury Homes
Broome Bolt Supplies
Dean Kemp
Jason Chatfield
Icon Financial Management
Princi Smallgoods
Pullella Earthmoving Pty Ltd
Quickaway Excavations Pty Ltd
Icon Financial Management
O’Regan Group Insurance brokers
  • As a new business in a highly competitive industry, we understood the importance in seeking the services of a reputable & professional firm to assist in our company set-up & provide advice in certain areas required.

    We initially engaged the services of Icon Financial Management prior to our inception (in 2011) as Azure Luxury Homes, to assist in business structure / set-up, planning, tax advice, superannuation, etc… & we continue with their services today.

    We have always found David & his team to be very professional & knowledgeable in all aspects, always responding to any queries in a prompt & timely manner. This has allowed us to focus on the things we need, knowing that we have the right people looking after this part of our business.

    We would have no hesitation in recommending Icon Financial Management for anyone seeking the services of a knowledgeable, professional firm.

    Robert Del Paggio
    Azure Luxury Homes
  • We have been dealing with Icon for about a year now and are impressed at the fantastic service and knowledge that has been provided.

    David and his staff don’t just prepare a tax return or do your BAS but work with you to achieve better financial management and ultimately financial freedom by providing advice and education.

    When we first looked at dealing with them they took the time out of the business to fly to Broome and meet us personally as well as view our business and get to know exactly what we do and how we operate and I strongly believe this has aided us both in the service and advice they provide.

    David also has contacts to other businesses such as lawyers etc that can help in need to rearrange business structure to better aid what we are trying to achieve.

    I couldn’t speak more highly of Icon Financial Management and would highly recommend them to anyone. Our motto this year is to work smarter not harder and I believe they are an integral part of our plan.

    Nick & Sherrie Howat
    Broome Bolt Supplies WA Pty Ltd
  • I have been a client of Icon Financial Management since 2002, they have handled all of my private and business affairs since then and their service is first class.

    Their honesty and professionalism could not be questioned, always very competitive with their pricing and no hidden costs.

    I would without doubt recommend Icon Financial Management to anyone who is looking for advice or service on all Business and personal needs. These guys are straight up and will not let you down and will save you money.

    Dean Kemp
    Down South Wholesale,
    Former West Coast Eagles Legend
    and Norm Smith Medalist
  • I don’t tend to be great with numbers; that’s why i draw pictures. David managed to elucidate some of the most complicated taxation law in a way that even I could understand.

    Not only did he assist in the transition from moving my business from Melbourne to New York but he managed to actually get me a massive refund on analysing previous returns.

    I’d highly recommend his services to everyone.

    Jason Chatfield
    Ginger Meggs Cartoonist and
    Stand-up Comedian
  • I have had all my tax accounting and much of my financial management attended by Icon Financial Management over the past 10 years and have always been impressed by their professionalism and friendliness.

    Icon is on top of all current laws and legislation in regards to finances and this gives me a great deal of confidence. They are also extremely diligent and committed to ensuring all work done complies with the relevant legislation and this level of integrity is what I have always expected.

    John Worsfold
    AFL Senior Coach - Essendon F.C.
  • Princi Smallgoods has been dealing with Tony Donatelli from Icon Financial Management for several years.

    Tony is always available and contactable, extremely professional, efficient and always happy!

    Having an Accountant that you feel comfortable with and trust is extremely important and we have this with Tony. He is always able to provide the latest information and advice. Nothing is ever too much trouble.

    Management and Accounts at Princi Smallgoods highly recommend the team at Icon Financial Management.

    Cecilia Princi
    Princi Smallgoods
  • Icon Financial Management and, in particular Tony Donatelli, have been our accountants and business advisors for many, many years.  Collectively, all personnel within the firm have a wealth of financial expertise over many different scopes of business and, have never faltered in their commitment to delivering accurate and superior financial advice of which we are always very appreciative of.

    Trish Pullella
    Pullella Earthmoving Pty Ltd
  • Icon Financial management has provided us with an exceptional level of service over the past 8 years. They conscientiously see to our accounting and superannuation needs. I have always found my dealings with Icon to be both professional and punctual. Their knowledge of the industry is second to none and always current. I recommend Icon Financial Management to any business.

    Pat Mullins
    Quickaway Excavations Pty Ltd

     

    Icon Financial Management ably supported by Tony Donatelli and David Calcei have served our business well for the past 8 years. Tony handles our accounting and day to day business queries in an engaging and knowledgeable way, while David provides our Superannuation support. Icon Financial Management has an understanding of business and the ongoing changes occurring in the financial environment. They accommodate our accounting / business needs and keep us current with our tax obligations and business requirements. I recommend Icon Financial Management to anyone. They provide the total financial services package under one roof.

    Paula Mullins
    Quickaway Excavations Pty Ltd

  • Since 2005 I have been using the services of Icon Financial Management. They have handled both my personal tax and my SMSF which they established. Their in depth knowledge of the tax system, especially in relation to the SMSFs, has been of considerable benefit. They recommended strategies for my SMSF to minimize my taxable income that enabled me to retire early.

    During my recent divorce they provided me with guidance in the process ensuring that all monies were accounted for and transfer of funds between the various super funds were completed without a hitch.

    I have found them to be highly professional and they strive to ensure the best outcome.

    Gregory L Smith
  • I have had dealings with Icon Financial management for well over 15 years. In that time I have found them to be courteous, efficient and extremely professional. Recently we undertook a major expansion in our business to which we could not have achieved, without the knowledge and skill of Icon.

    Icon has assisted us in our journey and we recognise and greatly value there continued input in our business.

    I would not hesitate in recommending them to any potential clients.

    Geoff O’Regan
    O’Regan Group Insurance brokers

Our Services Offered by Icon

  • Business Services
  • Corporate Services
  • Accounting & Taxation Services
  • Self Managed Superannuation
  • SMSF Audit
  • Averaging for sports persons & special professionals

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