Meet The Team
Katie
Director/Business Advisor
Katie is a member with the Institute of Public Accountants and 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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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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Nathan
Senior Accountant/Client Manager
Nathan is an experienced accountant with over 10 years in public practice, providing comprehensive accounting and taxation services to small, medium, and large businesses across a broad range of industries.
Throughout his career, Nathan has worked closely with business owners at every stage of their journey. As a former small business owner himself, he brings firsthand insight into the practical challenges and opportunities that come with running a business. This experience enables him to deliver strategic, tailored advice that goes beyond compliance and supports long-term success.
Nathan is known for his relaxed and personable approach, translating complex accounting and taxation matters into clear, practical guidance. He works closely with clients to help them achieve both their business objectives and personal tax goals with confidence.
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.
Sobica
Senior Accountant/Client Manager
Sobica is an amazing, qualified and experienced Accountant.
Sobica specialises in all aspects of tax preparation and accounting for all individuals including sole traders, rental properties and other investments, partnerships, bookkeeping and business activity statements.
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Sobica has an extensive education and work experience:
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Graduate Diploma of chartered Accounting - ICAA
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Master of Professional Accounting – University of Canberra
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Bachelor of Finance – Bangalore University
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Xero Advisor & Payroll Certified
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Sobica is well-versed in current legislation and tax changes, ensuring optimal outcomes for our clients.
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As you interact with Sobica, 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
Accountant
Telisha has completed her degree in accounting at the 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!
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.
Karen
Senior Accountant
Karen is an experienced Accountant.
Karen specialises in all aspects of tax preparation and accounting for all entities.​
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Karen has worked as an accountant for 30 years with the last 5 years with Clarke Accounting (which has now merged with Strategic Tax)
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Karen is always learning and keeps up to date with current legislation and tax changes, ensuring optimal outcomes for our clients.
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Karen is well loved and respected by all of her clients and will always go the extra mile to help you.
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Fiona
Bookkeeping Manager/Practice Manager
Fiona brings over 15 years of experience in bookkeeping, progressing into a Bookkeeping Manager role four years ago before stepping into Practice Management.
She genuinely loves what she does and feels privileged to work alongside small-medium businesses, supporting them not only with their bookkeeping and compliance needs but as a trusted part of their broader journey. Fiona believes that strong, positive relationships are at the heart of every successful firm — whether that’s with clients or within the internal team.
Known for her supportive and proactive leadership style, Fiona takes pride in creating calm, organised and efficient environments where both clients and team members feel confident and valued. She is passionate about ensuring the firm runs smoothly behind the scenes while fostering a collaborative culture built on trust, communication and shared success.
Fiona is Xero and QuickBooks Certified, combining strong technical expertise with a genuine commitment to the success of the businesses and people she works with.