Meet our team
Julie Gill
Julie is responsible for our Self Managed Superannuation Funds and provides accounting and taxation services to our SMSF clients.
Troy Shortis
Troy provides advice and services on a wide variety of issues for our clients. He is also a registered SMSF auditor.
Andrew Armitage
Andrew is an accountant and prepares accounting and taxation work as part of our team on behalf of our clients.
Fay Zhu
Fay is an accountant and prepares accounting and taxation work as part of our team on behalf of our clients.
Kate O'Brien
Kate manages our Centrelink clients, handling queries and also acting as an advocate for and monitoring clients' requirements in relation to Centrelink and Veteran Affairs payments or correspondence.
Cliff Evans
Cliff is an integral part of our investment monitoring team and also provides advice on age care calculations.
Sue Dickson
Sue provides administration support to our accountants and contractors as well as managing our share trading and portfolio management services. She also assists with the administration or our Self Managed Superannuation Funds.
Jess Mitchell
Jess is our Office Manager and one of our Customer Service Officers. Jess also manages our accounts receivable.
Stephen Shortis
Stephen has been in public accounting since 1976. He is available for appointments on Mondays and Tuesdays and specializes in mentoring and coaching clients to build their wealth.
John Naughtin
John assists with the community audits we perform.
Rebecca Johnson
Rebecca is a SMSF Administrator and assists in the preparation of our SMSFs.
Samantha Taggert
Sam is our Recptionist and is one of our Customer Service Officers.
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