Experience CWW

Our service is boutique. Which means we don't offer off-the-shelf solutions. Every client has their own needs and goals; and each of our plans is individually designed to match. Our business is built on "word of mouth" - 99% of our clients come to us on a referral from existing clients, friends and colleagues who are delighted with our service.

Our Mission is simple, provide personal service to our clients that is simple and inspires them to attain a better future

Personal.

We realise that everyone is different, not only their financial position but their goals, fears, values and priorities.
We take the time to understand as much as we can about each person so that we can deliver tailored advice and service to meet their needs.
Long term relationships are important to us and we want our team to be there for you when you need us. Therefore we strive to continually improve and adapt our services to better suit our client's changing needs.

Simple.

We aim to simplify our client's situation to allow them to regain control of their finances, reduce stress and focus on what's important.
We will speak in simple terms about complex topics to allow our clients to better understand their strategies.

Inspired.

We hope to inspire people into make changes and keep going when the going gets tough.
We never take a one-size-fits-all approach, but a strategic, well researched and team based solution. Our team of Accountants and Planners are continuously learning and brainstorming to ensure we have leading edge knowledge and ideas.

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Key Staff

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Darren Putland
Director / Principal Planner

Darren is a keen Carlton supporter and has tortured his 3 children with the same fate. Darren’s passion is his family and like many parents finds his weekends driving from one sporting event to the other (but wouldn’t have it any other way). Darren says he was lucky to have found the right person to share his life with early in his life and has now been with that person for over 30 years. Darren’s involvement in financial planning started over 22 years ago and has seen and lived through the many changes financial planning has gone through over the many years. Being passionate about client service and offering more than is expected is how he has grown his business to date and the reason why clients stay, Darren says.
 
Favourite movies
Harry Potter series and New Star trek movies
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Interesting Fact
Darren and his wife were Australian Professional Ballroom champions in 2002 and have represented Australia on numerous occasions (during their career) dancing overseas.

Harry Trikam
Accountant

About 19 years ago an Islander from Fiji named Hitesh Trikam set his foot on Australian land with one goal in mind, to provide practical solutions on complex accounting matters and tax saving strategies for entities of all sizes. He was clueless that his name could be a such a tongue twister and after having various versions of the original – he converted himself to good old Harry!
Harry brings with him a plethora of Business Advisory, Superannuation & Taxation knowledge from a vast range of work experiences including Deloittes and various other Public Practices.
Apart from being calm and composed, Harry has excellent attention to detail when it comes to providing strategic and innovative solutions.
Harry leads the Accounting Division at CWW Group which primarily focuses on SMSF clients and works closely with the team to ensure compliance standards are met. Keeping in mind our client’s best interest, regular face to face interaction is another important aspect of keeping our clients informed about the changes to tax rulings and new investment strategies.
 
Qualifications and Memberships
Registered Tax Agent - 25662273
Member of CPA Australia- ASA
Member of IIA (International Internal Auditor)
Bachelor of Business Accounting
Advance Diploma in Business Accounting
Diploma in Business Accounting
 
Fun Fact:
Harry enjoys watching Rugby and is a strong supporter of Collingwood in AFL.
Best movies of all time are Avengers and Avatar

Lecia Putland

Lecia is heavily involved in Dancing Australia and is a current national board director of the Australian Dancing Society and past chairman of the Victorian branch of the Australian Dancing Society. Even though her life in dancing is being surrounded by feathers, diamantes and makeup, her home life is completely different having 3 boys, and often finds herself kicking footballs, running boundary, team managing basketball and standing in the mud and rain cheering on her boys through the wins and losses. Lecia’s involvement in the financial world has followed her husband’s career path and it is often said she does all the real work in managing the back office procedures of both the financial planning and accounting side of the businesses.
 
Favourite Movie
Pretty Woman