Meet The Team
Katie
Specialising in all Business, Superannuation & Individual Tax Compliance & Advice, Katie has had over 20 years experience in public practice as a tax agent and business accountant
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Lisa
Lisa is a Chartered Accountant with over 20 years experience in public practice as a tax agent and business accountant. She has a keen interest in small business and self managed superannuation.
Katie
Director
Katie is a fellow member of the National Tax and Accountants' Association, specialising in all Business, Superannuation & Individual Tax Compliance & Advice, Katie has had over 20 years experience in public practice as a tax agent and business accountant
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Lisa
Senior
Lisa is a Chartered Accountant with over 20 years experience in public practice as a tax agent and business accountant. She has a keen interest in small business and self managed superannuation.
Katie
Specialising in all Business, Superannuation & Individual Tax Compliance & Advice, Katie has had over 20 years experience in public practice as a tax agent and business accountant
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Lisa
Lisa is a Chartered Accountant with over 20 years experience in public practice as a tax agent and business accountant. She has a keen interest in small business and self managed superannuation.
Tracey
Tax Preparer/Client Services
Tracey is an amazing and experienced tax preparer, who shares her role with the reception and admin team.
Tracey specialises in tax preparation of all individuals including sole traders, rental properties and other investments.
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Tracey is well-versed in current legislation and tax changes, ensuring optimal outcomes for our clients.
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As you interact with Tracey, you will find her to be approachable, professional and down-to-earth.
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She empowers our clients through clear guidance and provides valuable tips and advice for achieving the best results, both currently and in future years.
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Telisha
Graduate Accountant
Telisha is in her final year of studying accounting at University Of the Sunshine Coast and is eager to apply her knowledge and skills in a hands-on environment. Her enthusiasm for numbers, problem-solving, and helping clients makes her a fantastic addition to our office.
Outside of work and study, Telisha leads an exciting and well-rounded life. She has a passion for stockcar racing and will soon be behind the wheel and racing on the track herself. She also enjoys soaking up the sun at the beach, loves getting lost in a good book, and never misses an opportunity to shop up a storm! She’s looking forward to meeting our wonderful clients, so be sure to say hello next time you’re in the office.