Our People

IMG_7109Name: Mick McKenna CA
Position: Partner
Education: Bachelor of Business (Accounting), Graduate Diploma Chartered Accounting, Member of The Institute of Chartered Accountants Australia & New Zealand, Certificate of Public Practice (CAANZ), Registered Tax Agent, Certificate in Financial Planning, Xero Certified Adviser.
Specialist Advice: Entity Structures, Income Tax Planning, Succession Planning, SME Tax Advice and Purchasing Business Advice.
Social/Interests: Family, Rugby League (Wests Tigers) & Golf.
Mick is an Authorised Representative of Capstone Financial Planning Pty Ltd, AFSL Number 223135.

IMG_7109Name: Jeff Shanks CA
Position: Partner
Education: Bachelor of Commerce, Graduate Diploma of Chartered Accounting, Member of The Institute of Chartered Accountants Australia & New Zealand, Registered Company Auditor, Committee Member of Local Government Auditors Association, Committee Member of Australian Financial Institutions Auditors Association.
Specialist Advice: Auditing – Local Government, Credit Unions, Clubs, Not-for-Profits, Companies limited by guarantee, Associations, Co-operatives.
Social/Interests: President of Dubbo District Cricket Association, Treasurer of Macquarie Valley Cricket Association, Cricket, Reading and playing games with Mirabelle.

IMG_7109Name: Edward Thompson CA
Position: Partner
Education: Bachelor of Business (Accounting), Diploma of Agriculture, Graduate Diploma of Chartered Accounting, Member of The Institute of Chartered Accountants Australia & New Zealand, Registered Tax Agent, Certificate of Public Practice (CAANZ), Xero Certified Adviser.
Specialist Advice: Business & Income Tax Advice, Capital Gains Tax, Entity Structures, Management Accounting/Budgeting & Reporting, Succession Planning & Accounting Technology Advice.
Social/Interests: Rugby (League & Union), Golf & Fishing.

IMG_7109Name: Kathryn Smith CA
Position: Manager (Business Services)
Education: Bachelor of Applied Science (Equine Studies), Masters of Accountancy, Graduate Diploma Chartered Accounting, Member of The Institute of Chartered Accountants Australia & New Zealand, Xero Certified Adviser.
Specialist Advice: Self-Managed Superannuation Fund administration, Income tax planning, Small business tax and compliance advice, Entity Structures and Business Purchase Advice.
Social/Interests: Horse riding, Swimming and Pony club with my kids.

IMG_7109Name: Michael Spittles CA
Position: Manager (Business Services)
Education: Bachelor of Business (Accounting), Graduate Diploma of Chartered Accounting, Member of The Institute of Chartered Accountants Australia & New Zealand, Xero Certified Adviser.
Specialist Advice: Individual and Business tax advice, GST and other ATO & ASIC compliance matters.
Social/Interests: Camping, Fishing, Sport and Music.

IMG_7109Name: Dean Welbourne
Position: Senior Accountant
Education: Bachelor of Business Studies, Xero Certified Adviser.
Specialist Advice: Individual and Small Business tax advice and compliance. Capital Gains Tax and Negative Gearing advice.
Social/Interests: Spending time with family, playing music and reading.

IMG_7109Name: Chloe Milliken
Position: Senior Accountant
Education: Bachelor of Business (Accounting), Provisional Member of the Institute of Chartered Accountants, Xero Certified Adviser.
Specialist Advice: Xero Accounting Software, SMSF Processing and SBE clients.
Social/Interests: Spending time with my family and friends, family sporting and community events and the odd yoga class.

Linda StephensName: Linda Stephens
Position: Senior Accountant
Education: Bachelor of Accounting, Xero Certified Adviser, Xero Payroll Certified.
Specialist Advice: Individual & Business Tax Advice, Capital Gains Tax, Budgeting, GST Reporting, Xero Accounting Software.
Social/Interests:Camping, travelling, fitness, music, good times with friends and family.

IMG_7109Name: Jo Skinner CA
Position: Senior Accountant
Education: Bachelor of Business (Accounting), Graduate Diploma of Chartered Accounting, Member of The Institute of Chartered Accountants Australia & New Zealand, Xero Certified Adviser.
Specialist Advice: Individual and small business tax advice, CGT, GST and Processing of SMSF.
Social/Interests: Spending time with family, helping out on the farm and travelling.

IMG_7109Name: Michael Griffiths CA
Position: Manager (Audit)
Education: Bachelor of Commerce, Graduate Diploma of Chartered Accounting, Member of The Institute of Chartered Accountants Australia & New Zealand, Registered Company Auditor, Affiliate Member of the Local Government Auditors Association.
Specialist Advice: Audit – Councils, Credit Unions, Clubs, Not-for Profits, Associations and Co-operatives.
Social/Interests: Golf, Rotary & Reading.

Nick McKennaName: Nick McKenna
Position: Financial Adviser
Education: Bachelor of Accounting / Finance, Member of the Financial Planning Association.
Specialist Advice: Strategic Financial Advice, including Retirement Planning, Investments, Superannuation, Centrelink, Debt Management and Aged Care
Social/Interests: Social golf, spending time with the family and working in the yard.
Nick is an Authorised Representative of Capstone Financial Planning Pty Ltd, AFSL Number 223135.

Shane HarrisName: Shane Harris
Position: Financial Adviser
Education: Bachelor of Business (Financial Planning) with Distinction, Member of the Financial Planning Association of Australia.
Specialist Advice: Strategic Financial Advice, including Retirement Planning, Investments, Superannuation, Centrelink, Cashflow and Debt Management.
Social/Interests:Dinners with family
Shane is an Authorised Representative of Capstone Financial Planning Pty Ltd, AFSL Number 223135.

IMG_7109Name: Charles Agnew
Position: Risk Adviser / Loans Adviser
Education: Advanced Diploma of Financial Planning, Fellow Chartered Financial Practitioner, Chartered Life Practitioner, Certificate IV Finance and Mortgage Broking,Member of Risk Store, AFA and FPA.
Specialist Advice: Helping families protect their income and assets, helping business owners protect the value of the business, and people that are key to the business. Providing advice regarding loan products, including residential owner occupied and investment properties, plant, equipment and vehicle financing
Social/Interests: Swimming, Golf, & spending time with family.
Charles is an Authorised Representative of Capstone Financial Planning Pty Ltd, AFSL Number 223135.
Charles is an Authorised Credit Representative of Red Rock Brokers Group Pty Ltd , Credit Representative Number 499352