Meet the Team
Your Tax & Advisory specialists
Ultimate Tax & Advisory was born on the 1st of July 2016 by husband and wife team, Bobby and Krystal Serval.
Starting from humble beginnings, both Bobby and Krystal set out with a vision to create a business from the ground up so they could offer advice and support other business owners striving to to achieve the same.
From day one to today, Bobby and Krystal are passionate about standing out from the other accounting firms by offering a fresh, young and holistic approach and be able to help business owners in all aspects of running their business, not just the tax consequences.
By applying these methods to their own business, Bobby & Krystal were able to grow by over 400% within their first 18 months and continue to grow.
All of our employees are based in our office in Mount Lawley and we’re proud to employ local people. We take cybersecurity seriously to protect client data and our up-to-date cybersecurity protocols are monitored by an external IT company.
Meet our team
Bobby Serval
Managing Director
Qualifications/Memberships:
B.Bus
MIPA, AFA, NTAA
Meet Bobby
What I do in my role:
My role is strategy and advisory to help business owners succeed in the tricky world of business.
On a more personal note:
When I studied accounting at high school, I had a great teacher who inspired me to proceed with the profession. My idol is Arnold Schwarzenegger and I remember my babysitters letting me watch Predator. I’ve grown up with Arnie and his family story resonates with me. I also love going to the gym like Arnie – that’s my wind-down time!
Krystal Serval
Qualifications/Memberships: Diploma of Accounting
Meet Krystal
What I do in my role:
I manage the bookkeeping, tax, accounting and the administration departments – basically I make sure everything runs as smoothly as possible in the business!
On a more personal note:
I started as a receptionist in an accounting firm at 17 years old and have worked my way up through various roles from administration, assistant accountant to practice manager, completing my diploma along the way.
I love spending time with my family and young daughters, holidaying, weightlifting and eating out. My favourite food is hot chips!
Caroline Nguyen
Accountant
Qualifications/Memberships:
B.Com
AIPA AFA
Meet Caroline
What I do in my role:
I do every day accounting for clients including tax returns, BAS and more.
On a more personal note:
I like board games such as Cluedo and Monopoly. I am an avid board game player and I am a little bit competitive! I also love traveling and spending time with my family.
Paramjit Singh
Assistant Accountant
Qualifications/Memberships:
BCom & MAcc
Meet Param
What I do in my role:
I do every day accounting for clients including tax returns, BAS and more.
On a more personal note:
I chose to enter accounting as numbers run in my blood. My father is my idol and he has been in this industry for more than three decades now. I believe in serving clients with the utmost quality work.
I love spending time with my family. I am a foodie and I am always hungry. I love cars; my dream car is a Porsche 911 GT3 RS.
Catrina Orton
Administration
Qualifications/Memberships:
Meet Catrina
What I do in my role:
I liaise with clients, and am usually the person on the end of the phone. I alert clients about any deadlines, payments or forms we need to follow up with.
On a more personal note:
I enjoy being outdoors; whether it be the beach, spending time at parks with the kids and dog, gardening or on the odd occasion going for a hike or jog.
Narita Fotios
Administration
Qualifications/Memberships:
Office and Secretarial Cert III
What I do in my role:
Reception, answering calls, greeting clients and making them a cuppa! I also complete job flows and admin activities to keep the office running smoothly.
On a more personal note:
I am a regular visitor to Rottnest – it is my second home! I also like yoga, walks along the coast and reading the odd romance fiction.
Ready to get started?
Our team offers personalised solutions and are on hand to answer any questions you might have.
