Business Details
50+ Years
experience
Chartered Accountants & Wealth Advisors in Adelaide
Bartons is a proactive and progressive Chartered Accounting and Wealth Advisory firm with over 50 years of experience. Our team of nearly 50 professionals takes a holistic approach to address clients' financial needs, prioritising integrated solutions tailored to medical professionals. Established on the pillars of client focus, team development, and community impact, we deliver seamless access to tax, accounting, financial planning, and risk protection services. Our directors, including Leanne Carnegie-Smith, Chris Waples, and Adam McCann, lead a collaborative team that combines technical expertise with deep industry specialisation.We prioritise long-term relationships, offering multi-generational financial strategies while maintaining a commitment to innovation and community support. Our Adelaide-based practice serves medical professionals nationwide through a coordinated advisory model that simplifies complex financial landscapes.
Services
Business Advisory
Tax Services
Wealth Management
Medical Professional Solutions
Self Managed Super Funds
Estate Planning
Insurance Advisory
Lending Solutions
Details
- Year established: 1975
Highlights and features
- We offer 60 years of combined experience in medical professional financial advisory
- Our team includes Chartered Accountants and Certified Financial Advisors
- We provide coordinated tax, insurance, and lending solutions in one engagement
- Our specialists understand the unique financial challenges of medical careers
- We maintain a 98% client retention rate through personalised service delivery
Associations and certifications
- Chartered Accountants Australia and New Zealand
- Registered Tax Agent (Australia)
What people say
One-stop shop
Personalised financial service
Genuinely cared for
Stress-free process
Invaluable guidance
Services
Business Advisory
Our business advisory services provide medical professionals with strategic guidance on practice management, tax optimisation, and growth strategies. We help doctors navigate complex financial decisions for both personal and professional wealth creation. With industry-specific expertise, we deliver tailored solutions that align with medical career trajectories and long-term financial goals.
Tax Services
Specialised tax services for medical professionals address complex income structures, practice ownership, and investment portfolios. We implement strategies to minimise tax liabilities while ensuring compliance with evolving regulations. Our approach combines technical expertise with proactive planning to maximise financial outcomes for doctors at all career stages.
Wealth Management
Integrated wealth management solutions coordinate investment strategies, risk protection, and retirement planning for medical professionals. We create customised plans that align with career progression and financial objectives. Our approach ensures cohesive management of personal and professional assets to build sustainable wealth over time.
Medical Professional Solutions
Tailored financial solutions address the unique needs of medical professionals throughout their careers. From early-stage salary packaging to practice ownership and retirement planning, we provide coordinated advice that recognises the profession's specific challenges and opportunities. Our specialists understand the financial complexities of medical careers.
Self Managed Super Funds
Expert guidance on Self Managed Super Fund establishment and management for medical professionals. We provide compliance advice, investment strategy development, and integration with broader financial plans. Our specialists assist with SMSF property investments and transition strategies from default super schemes like Super SA Triple S.
People
Leanne Carnegie-Smith
Director
With over 25 years at Bartons, Leanne Carnegie-Smith brings extensive experience in accounting and financial advisory services to our medical clients. Her expertise in practice management and succession planning supports doctors through all career stages while maintaining a commitment to client-focused service delivery.
Chris Waples
Managing Director
As Managing Director since 2005, Chris Waples leads Bartons' strategic direction while maintaining hands-on client engagement. His focus on innovation and service excellence has driven the firm's growth into a leading medical financial advisory practice across South Australia and beyond.
Adam McCann
Financial Services Director
Adam McCann heads our financial advisory division with specialist expertise in medical professional wealth management. With over 15 years at Bartons, he develops integrated strategies that coordinate tax, investment, and insurance solutions tailored to the unique needs of healthcare professionals.
Matt Baczyk
Senior Manager, Chartered Accountant
Senior Manager Matt Baczyk specialises in tax and accounting services for medical professionals. His technical expertise and practical approach help doctors navigate complex financial decisions while maintaining compliance with regulatory requirements across personal and practice-related matters.
Nicholas Elmassih
Commercial and Asset Finance Lender
Nicholas Elmassih provides specialist financing solutions for medical professionals, focusing on property investments and practice equipment. His industry knowledge enables tailored lending structures that maximise tax benefits while supporting career development and wealth creation goals.
Questions
What services does Bartons offer specifically for medical professionals?
We provide integrated tax, accounting, financial planning, insurance, and lending solutions tailored to doctors at all career stages.
How does Bartons' coordinated advisory model benefit clients?
Our multidisciplinary team delivers unified financial strategies through single engagements with accountants, advisors, and brokers.
What makes Bartons different from other accounting firms?
Our medical profession specialisation combines technical expertise with industry-specific knowledge across tax, superannuation, and practice management.
Do you work with doctors outside South Australia?
Yes, through our national network we serve medical professionals across Australia with localised support in SA and NT.
How do you assist doctors with property investments?
We offer tailored lending solutions and tax-efficient structuring for residential and commercial property investments.
What experience do you have with medical practice expansions?
Our team specialises in tax optimisation, commercial lending, and SMSF strategies for medical practice growth and succession planning.
Reviews (1)
Jen Chau
Jun 01, 2020
Report
Best of all, their support system is great, they replied to my queries immediately. Samantha is the best
