Julie Gill BBus CPA
Julie is responsible for our Self Managed Superannuation Funds and provides accounting and taxation services to our SMSF clients.
Troy Shortis BBus MIPA SSAud
Troy is responsible for the management of the company’s information technology systems. He provides support to clients using MYOB, Reckon Accounts (formerly know as Quickbooks), Cashflow Manager and BankLink and is able to prepare taxation returns and Business Activity Statements for all types of clients. Troy is also a Registered SMSF Auditor.
Cherylyn is responsible for all Corporate Affairs matters including Annual Reviews and lodging any necessary changes for companies. She also manages the compliance requirements of the practice and assists in arranging finance and loans for clients as well as providing administrative support for our financial planners and contractors.
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 Fdn DFP
Cliff is an integral part of our financial planning team and can be consulted on all aspects of financial planning and investments.
Jess is one of our Bendigo Bank Agency Customer Service Officers.
Sue provides administration support to our accountants and financial planners as well as managing our share trading and portfolio management services. She also assists with the administration of our Self Managed Superannuation Funds.
Chris is one of our Customer Service Officers and Office Manager. Chris also manages our accounts receivable.
Fay Zhu BCom CPA
Fay is an accountant and prepares accounting and taxation work in conjunction with the other accountants on behalf of our clients.
Kelly is one of our Bendigo Bank Agency Customer Service Officers
Andrew Armitage BBus
Andrew is an accountant and prepares accounting and taxation work in conjunction with the other accountants on behalf of our clients.
Simi Narain M.Acc CPA
Simi utilises her accounting knowledge and experience to provide accounting and taxation advice and services to a diverse range of our clients.
Stephen Shortis BBus
Stephen has been in Public Accounting since 1976, having gained his degree at Swinburne University. He was made a Fellow of CPA Australia in 1997. He was also a Fellow of NTAA and a Director of a number of small companies. He is available for appointments on Mondays and Tuesdays and specializes in mentoring and coaching clients to build their wealth by using self managed superannuation funds.
Tony is an experienced bookkeeper who as well as providing bookkeeping to a number of our clients assists the firm with one off and special projects.
Leanne Lucas BBus FCPA
Leanne provides SMSF audits. Leanne is a Registered Tax Agent, Fellow of The Tax Institute of Australia and a Registered SMSF Auditor.
John provides bookkeeping services and advice for several of our clients and also assists with the community audits we perform.