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Our Team

Oliver Barta

Partner

Business & Personal Advisory

Oliver has built a reputation for his collaborative approach, partnering closely with his clients to help them realise their goals, and position themselves for success, whether in business or in their personal lives.

His expertise in tax strategy, financial forecasting and business improvement is highly regarded and his clients span a wide variety of industry sectors. From providing advice to clients on establishing successful businesses, through to restructuring, succession planning and business sales, Oliver is focused on working collaboratively and delivering solutions and outcomes.

Since commencing his career at WLF, Oliver has continued to be an active contributor to the firm’s ongoing business development and strategic objectives, with a strong future focus on contemporary advisory services and the evolving needs of clients.

Oliver has an expansive business network around Tasmania. He also works with a number of not-for-profit organisations, providing advice to boards and executive teams, assisting with governance, financial management and reporting.

Key areas of expertise
  • Business establishment services, developing strategies for growth and ongoing success
  • Business sales, including valuation calculations and capital gains tax concession advice
  • Family and small business financial management including compliance, growth and efficiency development, budget development, tax planning and succession planning
  • SME internal business process development, improving efficiencies and internal controls to drive increased financial outcomes
  • Virtual CFO services, managing a team to provide outsourced finance operation services
  • Business restructure advice
  • Not-for-Profit entities, strategic advice to boards and executive for administration of funds, grant management and financial reporting
  • Commercial property development, working with local, interstate and international clients
Professional Details
  • Bachelor of Business (University of Tasmania)
  • Member of Chartered Accountants Australia and New Zealand
  • Not-for-profit Board member
  • Xero Advisor Certified

To contact Oliver phone 03 6223 6155 or email [email protected]

Liability limited by a scheme approved under Professional Standards Legislation.