Chartered Accountant, Bachelor of Business (Accounting), Graduate Certificate Financial Planning, Registered Tax Agent, CA SMSF Specialist, holds Public Practicing Certificate
Marcus joined the firm in June 2005 after 12 years with a major accounting practice in Melbourne and UK. Marcus' areas of expertise includes Accounting and Taxation for small, medium and large business, individuals, business consulting, superannuation and self managed superannuation funds.
Chartered Accountant, Bachelor of Commerce, Registered Company Auditor, Registered SMSF Auditor, holds Public Practicing Certificate
Lyndal commenced with the firm in January 2009, bringing 15 years of professional experience in industries such as manufacturing, logistics and tourism. During this time Lyndal trained as an auditor with Deloitte for five years before moving into a number of financial management roles. Lyndal brings experience and expertise to her role as Auditor. Lyndal also fulfils the role of quality and professional compliance manager to ensure that professional standards are maintained.
Chartered Accountant, Bachelor of Business and Commerce, Registered Tax Agent, holds Public Practicing Certificate
Jason has been with the practice since December 2010. He graduated with a degree in Bachelor of Business and Commerce from Monash University. Jason was admitted as a member of the Institute of Chartered Accountants Australia and New Zealand in March 2016.
Chartered Accountant, Bachelor of Business (Accounting), Graduate Certificate Financial Planning
Rebecca undertook her graduate accounting training with a Melbourne firm of chartered accountants. From there she has worked for a variety of international companies in senior finance positions. Rebecca is a consultant with the Institute of Chartered Accountants Australia and New Zealand in its post graduate education program. She specialises in accounting and taxation for small, medium and large business, superannuation and international tax.
Chartered Accountant, Bachelor of Business, Registered Tax Agent, holds Public Practicing Certificate
Zac graduated from Victoria University with a Bachelor of Business degree in 2015, having majored in Accounting. He joined the firm in April 2016 from a mid-tier accounting practice in Melbourne. Zac was admitted as a member of the Institute of Chartered Accountants Australia and New Zealand in September 2018.
Chartered Accountant, Bachelor of Business and Commerce
Jared completed secondary schooling in New Zealand before relocating to Australia to attend Monash University, where he completed a degree in Bachelor of Business and Commerce with majors in Accounting and Finance. Jared joined the practice in March 2015 after completing an internship in business banking. He was admitted as a member of the Institute of Chartered Accountants Australia and New Zealand in October 2018.
Bachelor of Business
Accountant / Auditor
Rachel has been with the practice since October 2015, bringing a wealth of business knowledge to the firm after operating her own business for many years. Rachel completed her Bachelor of Business degree at Northern Territory University where she majored in Accounting.
Bachelor of Commerce
Whitney joined the firm in 2018. She majored in Accounting at Deakin University where she completed a Bachelor of Commerce in February 2019. Whitney is currently enrolled in the Chartered Accountants Australia and New Zealand post graduate training program.
Practice Manager / Personal Assistant
Connie is our longest serving team member and has performed most job functions in the office since she started in February 1996. Currently, she combines the roles of Practice Manager and Personal Assistant to Marcus. Connie's area of expertise includes Management Services, Payroll, Debtors and Creditors.
Glenda joined the practice in August 2005 from her own bookkeeping business. She has 15 years experience in the accounting industry. Glenda specialises in our taxation software including data entry of Tax Returns and Activity Statements and completing sensitivity checks.
Trudi joined the firm in July 2009 from South Africa. She has more than 25 years of professional administrative experience and is a pivitol part of our team, consistently setting new standards for front office management. Trudi's current work functions include Company Secretarial Services, technical support, marketing, ATO administration and management support.
Karen is our receptionist with more than 20 years of experience in office administration. She joined the front office team in March 2013 and her friendly customer service and efficient administrative support have become invaluable to the practice.