Directors

Jonathan Weller CA RCA

SMSF Auditor – 100266617

 

Jon commenced working with BMW in 2008, becoming a partner in 2013. Working in taxation, audit and business advisory services, Jon is also a MYOB accredited trainer, and can help implement and maintain the most appropriate accounting system for your business. Jon is also the ASIC registered company auditor who can sign off on all types of audit engagements.

Gary Young  ICAA CPA

SMSF Auditor – 100210964

 

Specialising in Superannuation, Gary became a partner of the firm in 2013. During a break from the accounting industry, Gary worked in the financial planning and real estate industries before returning home to Gympie to work with BMW in 2008.

Accountants

Vicki Macaulay – CA

 

 

Michelle Giffin – CPA

 

Ann O’Brien – CA

 

Karen Gibbs – CPA

 

 

Monica Speed – CPA

 

Tara Outram – CPA

 

Di Jensen

Intermediate Accountant

 

Ashu Ashu

Ashu Ashu – MPA

Intermediate Accountant

Bevan Benfell

 Accountant

Erin Murray

Trainee Accountant

Ann Mogstad – Bookkeeper

 

Karren Messer – Bookkeeper

Mikala Francis

Mikala Francis – Bookkeeper

Financial Services

Tony Pearson – Director
GDip Fin, CFP®, Adv. Dip. FS(FP), SSA™ 
Authorised Representative number 250031

Troy Raemond
Troy Raemond
MFinPlan
Authorised Representative number 1007319

Maree Barwick

Provisional Financial Adviser (PY Candidate)

Alison Pearson 
Personal Assistant

Rae-Lee Curtis 
Personal Assistant

Leanna Donaldson
Leanna Donaldson
Personal Assistant

Audit Services

Jonathan Weller CA RCA

SMSF Auditor – 100266617

 

Gary Young  ICAA CPA

SMSF Auditor – 100210964

Vanessa Alderson –

Audit Assistant

 

Support Staff

Melinda Weller –

Office Manager

Jayne Burdoe – Receptionist

Sharyn Gaunt –

Client Services Manager

 

Deanne

Deanne Dallinger –

Client Services Manager

Bree

Bree Elliott –

Client Services Manager