Meet the Team

Kathryn Harris

Kathryn Harris

FCPA, CA, CTA

Kathryn is passionate about accounting, numbers, superannuation and all things tax. As TrustOne’s Tax Partner, she was recognised as one of the top 50 women in accounting in 2017 and in 2018, internationally as an accounting top influencer.

Kathryn is a Fellow of CPA Australia, a Member of Chartered Accountants Australia and New Zealand, and is a Chartered Tax Advisor – an internationally recognised qualification and the highest recognition an Australian tax professional can achieve.

In 2018 she was a finalist in two Women in Finance Award categories – Accountant of the Year and Small Business Adviser of the Year – and the same year won a silver award in the 2018 Ausmumpreneur Awards. She holds a Graduate Diploma in Advanced Taxation, achieving a distinction for her final subject, taxation of superannuation.

As an expert in the field of taxation Kathryn is often asked for comment by journalists as well as having articles published in industry journals. She has also published her own book.

Kathryn and Allison LeBusque are Trust1’s Business Advisory Team. The team uses powerful accounting software system Xero and reporting and analysis tools to work with you to understand your numbers and grow your business.




Allison LeBusque

Allison LeBusque

CPA


03 5783 3440


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 Liddell

Damian Liddell

Financial Planner

Damian is our Financial Planner. He has his own business, Contrarian Group Financial Planning, 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 Brauman

Jacqui Brauman

Solicitor


03 5783 4201


“I help families plan for their children’s future in the event of an emergency or death, by protecting their legal rights and interests through my Family Legacy Plan”.

Since establishing TBA Law in 2012, Jacqui has become an Accredited Specialist in Wills and Estates and has written and published three books: ‘In Case of Emergency’, a practical guide for young families in the case of injury or death,  ‘Death and Social Media, a guide to your digital estate planning’, and ‘The Sandwich Generation’.

Jacqui Brauman created Theobald Lawyers Pty Ltd in 2012, now trading as TBA Law. TBA Law provides legal services to families in Melbourne and Regional Victoria, focusing on estate planning, family law and property. Jacqui’s personal values brought into the firm make all the difference – a commitment to serving her community, very strong ethics and a sense of civil justice, and a dedication to accountability and efficiency.

She has a Bachelor of  Laws, Bachelor of Accounting, Advanced Diploma in Taxation Law, Graduate Certificate in Applied Law (In House), and an Applied Masters in Law majoring in Wills and Estates. Jacqui is a Law Institute Accredited Specialist in Wills and Estates.

Jacqui has also written for Proadvisor, the Australian Property Place, Mouths of Mums, and an audio and paper on Rural Succession Planning for the Television Education Network. She has been interviewed on The F Words podcast, the Dynamic Business Women’s podcast, and Dream Life Best Fit podcast.

Jacqui has been a finalist in the Sole Practitioner category for Women In Law in 2016, and is a current finalist in the Regional Firm of the Year in the Australasian Law Awards 2017, and the Law Institute of Victoria legal awards.

Jacqui is a member of the Law Institute of Victoria, Victorian Women Lawyers, the Society of Trust and Estate Practitioners, HerBusiness, Business in Heels, the UN Women National Committee Australia, and WOW Women.

Deb Smith

Deb Smith

Mortgage Broker


0411 777 876


Deb Smith understands how important it is for people to be able to realise their property ownership dreams and she works hard to ensure her clients make informed and educated decisions about their home loans.

“I’m a very strong believer in the importance of education and making sure my clients understand how home loans work, how they are structured and why I am recommending the products I am.”

“I love spending time getting to know my clients, to listen and understand their needs and offer options that will ensure we get the foundations right so they can achieve their short and long-term goals.”

A successful property investor herself, Deb believes many people don’t understand just how easy it can be to purchase an investment property over time.

Deb gets great satisfaction helping first home buyers get their first home, and for those who are already paying off a home loan, how to purchase an investment property over time.

She is able to assist all types of borrowers – first home buyers, those looking to refinance an existing property or purchase a new property, and those wanting to start or grow their investment property portfolio.

Deb is a broker who puts her customers first and is a terrific problem solver, she offers a fully mobile service and can work with clients anywhere in Australia.

Stacey Price

Stacey Price

Director, Healthy Business Finances

A qualified Chartered Accountant, Registered BAS Agent and self-confessed numbers nerd – specialising in helping business owners to understand their financial information.

Stacey is passionate about training and educating clients, and she loves to use innovation to streamline processes. She loves dealing with business owners and is passionate about financial training and education. A self-confessed numbers nerd….and proud of it! Numbers and Stacey just click.

With over 19 years of experience as an accountant, she has the skills, experience and training to deliver complex financial information in an easy to understand manner.

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.

Toni Gillies

Toni Gillies

Office Administrator

Toni is in charge of reception and our front office. She will most likely be your first contact with our business. Toni has spent a long time working in admin - mainly in education where she dealt with parents - we think that more than qualifiers her to deal with our clients!