About Tax Agency

Dedicated professionals committed to helping Australians navigate the complexities of taxation.

Our Story

Building Trust Through Excellence

About the Principal Catherine Luo, CPA Registered Tax Agent Principal | Trustwell Tax & Advisory

Catherine is a Certified Practising Accountant (CPA) and Registered Tax Agent with over ten years of experience across public practice and large corporate environments.

Her career spans working closely with small and medium businesses in public practice, as well as advising within large, fast-paced corporate groups, where accuracy, compliance, and commercial judgment are critical. This combination gives Catherine a well-rounded perspective — she understands both the day-to-day realities of running a business and the governance, risk, and compliance standards expected at a corporate level.

Throughout her career, Catherine has supported clients across a broad range of industries, assisting with tax compliance, business structuring, and ongoing advisory needs. She is known for her ability to translate complex tax and accounting matters into clear, practical advice, allowing clients to make confident and informed decisions.

At Trustwell Tax & Advisory, Catherine believes that good tax advice goes beyond numbers and lodgements. Her approach is grounded in clarity, integrity, and long-term thinking. Rather than providing one-off solutions, she works closely with clients to understand their goals, support their growth, and help them navigate challenges as their businesses evolve.

Catherine sees her role not just as an advisor, but as a trusted business partner — someone clients can rely on for steady guidance, honest conversations, and support over the long term. Many client relationships are built on trust, consistency, and shared growth, and this remains at the core of Trustwell’s philosophy.

Our team at work
Our Values

What We Stand For

Our values guide everything we do, from how we serve our clients to how we grow as professionals.

Integrity

We uphold the highest ethical standards in all our dealings, ensuring transparent and honest service.

Client-Focused

Your success is our priority. We take the time to understand your unique needs and provide tailored solutions.

Excellence

We strive for excellence in everything we do, continuously improving our knowledge and service delivery.

Commitment

We're committed to building long-term relationships and supporting our clients beyond tax time.

Our Credentials

Qualified & Registered Professionals

Our team consists of registered tax agents and qualified accountants who stay up-to-date with the latest tax laws and regulations. We're committed to providing you with accurate, compliant, and beneficial tax services.

  • Tax Practitioners Board Registered
  • CPA/CA Qualified Accountants
  • Ongoing Professional Development
  • Professional Indemnity Insurance

TPB Registered

Tax Practitioners Board

Fully Insured

Professional Indemnity

15+ Years

Industry Experience

1000+

Happy Clients

Ready to Work Together?

Let's discuss how we can help you achieve your financial goals.