Credentials that compound.
Three Fellow-level memberships, a Registered Tax Agent registration, and a Certified Xero Advisor status. The credential stack most virtual CFOs cannot match.
Professional memberships
| Body | Level | Held by |
|---|---|---|
| Institute of Public Accountants | Fellow (FIPA) | Ramy Hanna |
| Tax Institute of Australia | Fellow (FTIA) | Ramy Hanna |
| National Tax & Accountants’ Association | Fellow (FNTAA) | Ramy Hanna |
| Tax Practitioners Board | Registered Tax Agent | Ramy Hanna |
| Xero | Certified Advisor | Practice |
| Australian Institute of Company Directors | Member (MAICD) | Ramy Hanna |
| Chartered Accountants ANZ | Chartered Accountant (CA) | Minh Bui |
| CPA Australia | Associate (ASA) | Kim Aguidan |
Why these matter
Fellow-level memberships require minimum years of experience, continuing professional education, and an ethical track record. A Registered Tax Agent is the regulated standard for providing tax advice in Australia. Together this credential
stack is rare among virtual CFO providers — most are either registered accountants only, or unregistered advisors.
Continuous learning
Every Fellow-level body mandates annual CPE hours. Ramy and the Trinity team exceed the minimum every year. This is not box-ticking — it is how we stay current with tax law changes, AASB updates, and sector-specific guidance (ACNC,
ACECQA, NSW AIS reporting).
Ready for a senior CFO at your board table?
30-minute free consultation with Ramy Hanna.