Chris Catalovski, CPA

Managing Director

Professional Overview
Chris Catalovski is an accomplished finance professional with over 18 years of extensive experience in accounting, financial services, and self-managed superannuation fund (SMSF) administration. As the Managing Director of Waterford Accountants + Financial Services and the CEO of SMSF Live Pty Limited, he leverages his deep industry expertise to drive strategic growth and deliver exceptional client outcomes.

Experience Summary

Current Roles
Managing Director, Waterford Accountants + Financial Services (2004 - Present)

• Oversees all operations and strategic direction for the firm, which has grown to become a leading provider of accounting, tax, and financial planning services in the Newcastle region

• Responsible for business development, client relationship management, and the leadership of a skilled team of accounting and financial professionals

• Instrumental in expanding the firm's service offerings to include SMSF administration and advisory services, positioning Waterford as a one-stop-shop for clients' financial needs

Chief Executive Officer, SMSF Live Pty Limited (2014 - Present)

• Spearheaded the launch and growth of SMSF Live, an online platform providing comprehensive SMSF administration and compliance services

• Developed innovative technological solutions to streamline SMSF management and enhance the client experience

• Grew the company's client base and revenue, establishing SMSF Live as a trusted provider in the self-managed superannuation sector

Career Progression
Prior to his current roles, Chris held various senior accounting and finance positions, including:

• Senior Accountant, Newlands & Associates (2001-2004)

• Finance Manager, Sovereign Wealth Management (2004-2011)

Throughout his career, Chris has demonstrated a strong track record of driving business growth, improving operational efficiency, and delivering exceptional client service.

Academic Background
Chris holds a Bachelor of Commerce degree from the University of Newcastle, where he specialized in Accounting and Finance. He is also a Certified Practicing Accountant (CPA) and a member of CPA Australia.

Areas of Expertise

• Accounting and tax advisory

• Financial planning and wealth management

• Self-managed superannuation fund (SMSF) administration and compliance

• Business strategy and growth

• Financial reporting and analysis

• Team leadership and client relationship management

Professional Impact

• Guided Waterford Accountants + Financial Services to become a leading provider of accounting and financial services in the Newcastle region, with a reputation for quality and client-centric approach

• Spearheaded the development and launch of SMSF Live, an innovative online platform that has disrupted the SMSF administration industry and provided clients with a seamless and efficient self-managed superannuation experience

• Actively involved in industry associations and local business communities, contributing to the advancement of the accounting and financial services sector

Conclusion
With his proven track record of success, Chris Catalovski is a dynamic and strategic leader who continues to drive growth and innovation in the accounting and financial services industry. His expertise, coupled with his passion for delivering exceptional client service, positions him as a valuable asset to both Waterford Accountants + Financial Services and SMSF Live.