Our Team

Partners

Julie Gill BBus CPA

Julie is responsible for our Self Managed Superannuation Funds and provides accounting and taxation services to our SMSF clients.
Contact Julie

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.
Contact Troy

Staff

Cherylyn Batten

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.
Contact Cherylyn

 

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.
Contact Kate

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.
Contact Cliff

Jess Mitchell

Jess is one of our Bendigo Bank Agency Customer Service Officers.
Contact Jess

Sue Dickson

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.
Contact Sue

Chris Ward

Chris is one of our Customer Service Officers and Office Manager. Chris also manages our accounts receivable.
Contact Chris

 

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.
Contact Fay

Kelly Hassett

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.

Contractor

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.
Contact Stephen

Tony Shortis

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.
Contact Tony

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 Naughtin

John provides bookkeeping services and advice for several of our clients and also assists with the community audits we perform.
Contact John