Meet the Team

Kathryn is our Tax Partner. She has completed a Graduate Diploma in Advanced Taxation through UNSW achieving a distinction for her final subject - taxation of superannuation. Not only is she a Fellow of CPA Australia and a Member of Chartered Accountants Australia and New Zealand she is also a Chartered Tax Advisor - a qualification recognised internationally and the highest recognition a tax professional can achieve in Australia.

Kathryn and Allison are our Business Advisory team. Working with your business in Xero and using reporting and analysis tools they have the skills to help you know your numbers and grow your business.

Allison is our Self Managed Super Fund Partner.  Allison specialises in compliance of your SMSF and holds a Limited Australian Financial Services Licence. This means that she can advise on setting up and winding up a self managed super fund and also give limited advice on superannuation products. This is a highly specialist area and Allison has undertaken extensive training to ensure her knowledge is up to date and accurate.

Damian is our Financial Planner. He has his own business, Browell's Financial Solutions, that operates out of Bendigo but he does travel down to Wallan to see our clients. Damian has been in the financial services industry for over 12 years and provides comprehensive financial planning advice to clients through Central Victoria.

Damian values ongoing client relationships and specialises in retirement planning, self managed super funds, investment management and insurance. Damian holds a Bachelor of Commerce Degree and an Advanced Diploma of Financial Planning.

Jacqui is the principal solicitor at Theobald Lawyers in Nagambie. She holds a Bachelor of Laws, a Bachelor of Accounting, a Graduate Certificate in Applied Law (in house) and an Advanced Diploma in Tax Law. She is currently undertaking her Master of Applied Law (Wills and Estates).

Jacqui is very experienced in all aspects of the law including wills and estates, business sales and acquisitions, property law, and alternative dispute resolution.

To see Jacqui please contact her Nagambie office on 03 5794 2334. She is available in Wallan on Wednesdays.

Amanda is in our office on Thursdays. She has extensive commercial leasing experience and is a licensed real estate agent.

The Tenant Company offers business owners full tenant representation services including sourcing and negotiating a new lease for a retail shop; office space or warehouse.

Stacey is a Chartered Accountant and Registered BAS Agent and a self confessed numbers nerd! She specialises in helping business owners understand their financial information. She loves cloud technology and is passionate about training and educating her clients - she is our go to person for Xero training. 

Stacey is a financial coach who can help you achieve your goals.

Find out more about Stacey and how she can help on her website - Healthy Business Finances.

Suzanne started with us in January of 2017. She has a varied background in administration including education providers and more recently insurance. Suzanne is your first port of call when contacting our office.