Since the opening of our firm in 2009, Lucas & Co has received numerous nominations and awards for excellence in our profession.
Our mission is to become your most trusted advisor by providing superior knowledge, customised solutions and consistent deliveries on engagements.
Our firm was founded to create their own start-up: a smaller, nimble firm focused on collaborating and helping businesses grow and achieve their full potential. We believe in superior knowledge, act with integrity and honesty, provide consistency in advice and reliability in communications.
Lucas & Co is committed to a superior level of quality service that will satisfy the demands and expectations of our clients by our bespoke continuous improvement of the Quality Management System (ISO9001) and conforming to local standards and prevailing codes of practice.
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OUR TEAM
Jean Marc Li
Director & FounderJean Marc Li
Director & FounderFounder and Managing Director, specializing in accounting functions for listed entities and tax structures. MBA (finance), MPA, CA, FTA.
Uli Bae
Director - TaxUli Bae
Director - TaxTax Director, specializing in SME and tax advice. Bachelor of Accounting, CPA.
Victor Jiao
Manager - Tax Advisory & Private ClientsVictor Jiao
Manager - Tax Advisory & Private ClientsVictor is a qualified CPA with a Masters in Professional Accounting. He specialises in tax advisory and private & ASX listed clients.
Halley Vu
Manager - Tax & SMSFHalley Vu
Manager - Tax & SMSFHalley is a qualified CPA and specialises in taxation for listed entities. She also manages the practice SMSF clients and operations.
Peter Murray
Tax CounselPeter Murray
Tax CounselPete specialises in corporate tax issues impacting listed and privately owned corporate groups, ATO disputes and resolutions.
Liya Yang
Accounting TechnicianLiya Yang
Accounting TechnicianLiya is in charge of all bookkeeping, payroll and BAS functions for our valued clients using the latest technology available.
Ken Sato
AccountantKen Sato
AccountantKen is a qualified CPA and focuses on financial reporting and taxation for SME.
Hafsa Manjra
Financial Reporting & AssuranceHafsa Manjra
Financial Reporting & AssuranceHafsa is our resident expert in financial reporting for ASX listed entities and complex accounting consolidation.
Tanvi Patnaik
Assistant Accountant and AdministrationTanvi Patnaik
Assistant Accountant and AdministrationSPECIALIST ADVISORS
Lucas & Co is in a strategic partnership with a variety of specialist advisors to ensure we
consistently provide our clients with the best service in relation to their financial affairs.
Lloyd Harris
Principal Advisor - BMP AdvisoryLloyd Harris
Principal Advisor - BMP AdvisoryLloyd is the Director & Principal Advisor at BMP Advisory which offers a comprehensive range of financial strategies and solutions.
Michael Robbins
Partner - KPMG EnterpriseMichael Robbins
Partner - KPMG EnterpriseMichael is a partner at KPMG Enterprises and specialises in auditing, assurance & risk consulting, tax & legal and management consulting.
Scott Pampel
Senior Manager - FindexScott Pampel
Senior Manager - FindexScott is the Senior Manager at Findex and specialises in a range of services from financial statement auditing to risk consulting.
Inky Zhu
Partnership Manager - CBAInky Zhu
Partnership Manager - CBAInky is an experienced business development manager with a demonstrated history of working in the financial services industry.