Meet the Team
Managing DirectorSydney, NSWSkillsSarah Clayton provides tax advice and planning strategies to individuals and businesses across Australia. She also provides accounting and bookkeeping services to a wide range of industries including the legal sector, online businesses, influencers, hospitality, building, retail, and many more. A CPA, IPA and registered tax agent, Sarah has over 20 years of tax, accounting and bookkeeping experience. Sarah holds a double degree in business and information systems majoring in accounting and she loves nothing more than to develop close relationships with her clients whilst developing long-term systems and solutions.HobbiesPlaying the piano, music and horse riding.
Associate DirectorMelbourne, VICSkillsWarwick is a CA qualified accountant with 20 years of experience. His speciality is tax planning and setting up tax effective business structures. Warwick also has vast experience in self managed superannuation funds and investments trusts.HobbiesHiking, running and spending time with his dog.
Admin & BookkeepingArmidale, NSWSkillsVery much loved by our clients for her incredible organisation skills, strong attention to detail and super fast responses; Kate has been with our team since 2015. Kate loves to create and maintain efficient systems for our clients and she has many years of bookkeeping experience. Kate holds a diploma in Accounting.HobbiesSports, and renovating her home.
Accountant & BookkeeperMelbourne, VICSkillsWith over 10 years experience, Emma is an experienced Chartered Accountant with an eye for detail. Although experienced in all aspects of accounting, Emma has a passion for personal taxation and working with small businesses. She strongly believes in helping clients achieve success by equipping them with the proper advice and structures. Emma hold a commerce degree majoring in Accounting. HobbiesSpending time with her puppy, adventures outdoors, good food and wine.
Accountant & BookkeeperMelbourne, VICSkillsTrudi is a Chartered Accountant with over 15 years’ experience in tax advisory and accounting services, focusing on private business, fast growing starts ups and high net worth individuals. Her proactive approach, combined with her ability to build strong relationships with her clients gives her the ability to maximise the success of her clients and deliver values to their business beyond their expectations. Trudi holds a double degree in commerce and law as well as a Masters in TaxationHobbiesBaking and drinking wine.
Accountant & BookkeeperBrisbane, QLDSkillsTina is a long standing member of our team and skilled Chartered Accountant with over 20 years of experience. Tina specialises in SME’s with a focus on business structures, asset protection as well as business buy / sell and CGT issues. She works closely with both organisations and family businesses and understands the importance of building strong relationships. She is forward thinking, anticipating tax issues and advises clients using a tailored approach. Tina believes in working purposefully and strategically with an aim to maximise value for her clients. Tina holds a bachelor of business degree majoring in Accounting.HobbiesRunning and drinking wine.
Accountant & BookkeeperCraigieburn, VICSkillsBernadette is a CPA with more than 30 years of accounting experience. She specialises in providing high-net-worth individuals, professionals and business groups with commercial, and solutions-driven business and taxation advice. Bernadette has assisted clients with the establishment of corporate structures, high-level tax advice, and a wide variety of bookkeeping services. Bernadette holds a business degree majoring in Accounting.HobbiesSports, and renovating her home.
Financial planning & analysis consultant and business coachGold Coast, QLDSkillsBrad is a highly driven, hands on business leader with in-depth commercial, operational, and financial management experience. Brad provides services across Australia and includes delivering vital assistance and support to business acquirers, business leaders, owners and managers. This includes detailed review’s, full scale due diligence support, P&L and balance sheet investigations, and product analysis, supplier and contract review’s, HR and legal reviews and more. Brad’s objective is to understand every piece of important information to identify the problems and devise practical solutions Brad is a Chartered Accountant with 20 years experience, commencing with KPMG in Sydney before holding positions as General Manager of businesses in the automotive manufacturing and events space as well as the family entertainment / leisure industry. HobbiesRunning, fitness and yacht racing
BookkeeperMelbourne, VICSkillsRebecca is a skilled Xero bookkeeping and BAS agent who also has a masters in business administration. Currently studying towards her CPA, Rebecca is fantastic at creating optimal bookkeeping systems & solutions.HobbiesRebecca loves the beach and spending time with her family. Rebecca also loves coffee and Mexican food.
Freshwater Taxation – IT & SecuritySydney, NSWSkillsWebsite design, development and maintenance.HobbiesSpending time in the garden, exercising and spending time with family and friends.
SuperannuationMoffat Beach, QLD
Independent specialist and principle of Any Road SuperSkillsGeoffrey is our independently registered SMSF accounting & administration specialist. He has more than 30 years of experience in commercial accounting, ATO Investigating, public accounting, SMSF audit and SMSF administration. HobbiesGeoffrey loves boating and fishing.
- Jason H
Financial PlanningCraigieburn, VIC
Independent specialist and principle of Triple J Financial Planning SolutionsSkillsJason has been involved with Financial Services since his teenage years. He has worked with families in the U.K, Ireland and Australia to make the most of what they have. Jason loves knowing that what he does is making a difference in people's lives. Jason is a natural problem solver and he thinks outside the box in order to come up with optimal solutions.HobbiesJason enjoys following the AFL and spending time with his family.
Mortgage BrokingSydney, NSW
Independent finance and mortgage broking specialist and director of Blackwattle Finance.SkillsGarreth is a finance and credit professional with over 20 years of industry experience across consumer and commercial lending. Specialising in and with a focus on first time home buyers, impaired credit, and self-employed borrowers, Garreth provides sound advice and assistance to anyone looking to find the perfect loan. HobbiesSpending time with the family, and a good coffee.
Business CoachSydney, NSW
Business coach & advisor of Flick Switch ConsultingSkillsMatt is a business coach professional with a strong history in franchising and over 23 years experience in the travel industry. Specialising in mid-sized business operations, he identifies upfront at no cost, additional revenue through promotion, people and profit avenues utilising a clear and measurable strategic approach. The outcome ?; greater revenue, time and forward scale opportunities for all achieved in half the time expectation. Where business profitability & productivity matter, please do not hesitate to contact him, he would be delighted to work together and clear the way forward.HobbiesCafé’s & people watching, interior design, travel (42 countries & counting), mountaineering, skiing, hiking, qigong, the ocean, time with my boys
- Jason W
R&D Grant SpecialistWandi, WA
R&D Grant Specialist – Rubix FinancialSkillsJason is a Chartered Accountant & Registered Tax Agent, with a keen focus on innovation and novel product development. He works closely with innovative businesses across a wide range of industries including mining, oil & gas, and advanced manufacturing. Jason works closely with his clients to turn their ideas into reality – taking them from a 3am lightbulb idea, through R&D, prototype testing, IP protection and lastly commercialisation. He’s much more than your average accountant. Along the journey he is able to guide the strategy, provide cashflow & funding advice and facilitate access to government grants and incentives – R&D Tax Offset, Commercialisation Grant, and Export Market Development Grant to list a few. HobbiesThe outdoors – mountain biking & hiking, amateur photographer & coffee.
Specialist LawyerSydney, NSW
Specialist Lawyer and principle of Aspect LegalSkillsJoanna has wide experience working with a large and diverse portfolio of organizations in the areas of mergers and acquisitions, contract law, procurement, commercial law, and branding. She has also conducted training throughout Australia covering all areas of contract law, as well as in compliance and the Competition and Consumer Act (formerly the Trade Practices Act). Drawing from key experiences in multiple jurisdictions, Joanna provides a range of proactive and commercially driven services to assist business managers, compliance officers and procurement officers in all facets of legal business risk.HobbiesWhen she isn’t protecting her clients from the unexpected storms of business, Joanna enjoys quality time with her 2 beautiful children and husband.