The key attributes that make us such are:
In a nutshell, our clients get what they need, quickly.
In October 1987, David Livingstone ventured into small business and established an accounting practice from his home in Somerville, which built up to prepare over 1000 tax returns annually. In October 1999, David joined forces with Peter Beckett and together they formed Livingstone Beckett & Associates Pty Ltd.
At this point, the business had well and truly outgrown David’s house, and Livingstone Beckett & Associates relocated to Shop 4/1085 Frankston-Flinders Road, Somerville. By the end of 2009, Livingstone Beckett & Associates were lodging well over 2000 tax returns annually, and had grown to employ 9 staff. As the Frankston-Flinders Road office was at bursting point, Livingstone Beckett & Associates relocated again; this time to Shop 3/4 Eramosa Road East, Somerville, where you can find us today.
In April 2018, LBA transformed again, as David & Peter welcomed Luke Wade on board as a third partner. This change has seen Livingstone Beckett & Associates Pty Ltd change its name to LBW Advisory Pty Ltd.
LBW currently employs 13 staff and services well over 2500 clients from all walks of life, all over Australia. We have been blessed to find loyal, professional staff that have helped shape our business and the quality of service we provide to our clients. Every day we are reminded of the key role our people and clients play in the continual growth of our firm. For that, we are constantly grateful..
LBW Advisory continues to expand, with a focus upon SMSF and Business taxation and accounting,. alongside preparing individual tax returns.
We are truly excited for what the future holds, not only for LBW Advisory, but for our clients and community as a whole.
Director CA
The strategic planner.
Ford enthusiast.
VB and trackies kind of guy.
Email: peter@lbwadvisory.com.au
Director CA
Innovation & efficiency addict.
All round sports lover.
Devoted Tigers man.
Email: luke@lbwadvisory.com.au
Senior Accountant CPA
Accounting All-Rounder.
Bakes a good cake.
On the school council & PA.
Email: Alex@lbwadvisory.com.au
SMSF Accountant CPA
SMSF superstar.
Property enthusiast.
Music lover and concert goer.
Email: annette@lbwadvisory.com.au
Accountant B.Bus Accounting and IT
Xero pro.
Basketball sportsman.
Vice President of Mornington basketball referees association.
Email: mathew@lbwadvisory.com.au
Accountant
Podcast host.
Collingwood fanatic.
Melbourne bar connoisseur.
Email: Darcy@lbwadvisory.com.au
Bookkeeper
MYOB guru.
Photographer extraordinaire.
Coffee connoisseur.
Email: tricia@lbwadvisory.com.au
Bookkeeper
Xero champion.
Powerboating enthusiast.
The ultimate taxi for her 2 girls.
Email: robyn@lbwadvisory.com.au
Office Manager & Bookkeeper
Reckon expert.
The queen of Christmas decorations.
Champagne lover.
Email: lorna@lbwadvisory.com.au
Bookkeeper
Business and SMSF bookkeeper.
Keen gardener.
Local sporting legend.
Email: paul@lbwadvisory.com.au
Client Services Officer
“I” dotter and “T” crosser.
Avid traveler.
Super mum.
Email: fiona@lbwadvisory.com.au
Client Services Officer
Studying bookkeeping.
Champion organiser.
Well prepared for the zombie apocalypse.
Email: Jodie@lbwadvisory.com.au
Client Services Officer
Studying Accounting and Bookkeeping.
Camping enthusiast.
Weekend ninja.
Email: sharon@lbwadvisory.com.au
Retired CPA
Man of detail.
Long suffering Saints fan.
Sandy Point’s no.1 amateur fisherman.