Partners
Michael McKenna CA
Mick is the Managing Partner of the Firm, Chartered Accountant, Registered Tax Agent and is also the Partner in charge of Financial Planning.
Mick provides specialist advice in Entity Structures, Tax Planning, Succession Planning, SME Tax Advice, New Business Advice and Cloud Accounting. Mick enjoys spending time with family, following the West Tigers and playing Golf.
Jeffrey Shanks CA
Jeff is the Partner in charge of the Audit division, Registered Company Auditor and Chartered Accountant. Jeff has a thorough knowledge of Clubs, Associations and Local Council Auditing.
In Jeff’s time off he is actively involved in the Dubbo cricket community both as a player and as a former President of the Dubbo District Cricket Association. Jeff also enjoys spending time with the family.
Edward Thompson CA
Ed is a Partner of the Firm, Chartered Accountant, Registered Tax Agent and is also the Partner in charge of Mortgage Broking.
Ed comes from a farming background and provides specialist advice in Business and Income Tax, Capital Gains Tax, Entity Structures, Management Accounting/Budgeting & Reporting, Succession Planning & Accounting Technology Advice.
Ed enjoys spending time with the family, Rugby (League and Union), Golf, Fishing and Camping.
Kathryn Smith CA
Kathryn is a Partner of the firm and Chartered Accountant.
Kathryn provides specialist advice in Self-Managed Superannuation Fund Administration, Income Tax Planning, Small business tax and compliance advice, Entity Structures and Business Purchase Advice.
Kathryn enjoys horse riding, swimming and pony club with her kids.
Managers
Chloe Milliken CA
Chloe is a Manager in Business Services and is a Chartered Accountant. Chloe specialises in processing Self Managed Super Funds and advising Small to Medium Business Enterprises.
Chloe enjoys spending time with family and friends and yoga.
Nicholas McKenna
Nick is the Manager of the Financial Planning Team. He specialises in Self Managed Superannuation Funds, Strategic Financial Advice, Retirement Planning, Investments, Personal & Business Insurances, Aged Care, Centrelink and Debt Management.
Nick enjoys golf, spending time with family and working in the yard.
Nick is an Authorised Representative of Capstone Financial Planning Pty Ltd, AFSL Number 223135.
Michael Griffiths CA
Michael is a Manager in the Audit division, Chartered Accountant and Registered Company Auditor. Michael has a thorough knowledge of Clubs, Not for Profits, Associations and Local Council Auditing.
Michael is a member of Rotary and enjoys golf and reading.
Accounting and Audit
Dean Welbourne
Dean is a Senior Accountant in Business Services. His specialist areas include Individuals and Small Business Tax advice and Compliance, Capital Gains Tax and Negative Gearing advice.
Linda Stephens
Linda is a Senior Accountant in Business Services. Linda’s specialist areas include Individual and Business Tax Advice, Capital Gains Tax, Budgeting and GST Reporting.
Linda enjoys camping, travelling, fitness, music and good times with family and friends.
Jo Skinner CA
Jo is a Senior Accountant in Business Services and a Chartered Accountant. Jo is a specialist in processing Self Managed Superannuation Funds, Individual and small business tax advice, Capital Gains Tax and GST.
Jo enjoys spending time with the family, helping out on the farm and travelling.
Rebecca Wakelin CA
Rebecca is a Senior Accountant in Business Services and a Chartered Accountant. Rebecca has a keen interest in working with clients to minimize taxation and create efficiencies in their business. Specialist areas of interest include Tax Planning, Capital Gains Tax and Management Accounting.
Rebecca enjoys playing piano, spending time with family and friends and hiking.
Tom Mitchell
Tom is a Senior Accountant in Audit. Tom has a thorough knowledge of Clubs, Not for Profits, Associations and Local Council Auditing.
Tom enjoys watching the Parramatta Eels, playing cricket and overseas travel.
Ian Redenbach
Ian is an Accountant in Business Services and has 25 years business experience. Ian has specialised knowledge in Individual and Business Tax, Budgeting and GST Reporting.
Ian enjoys time with family & friends, listening to music and watching sport.
Ruth Mullins
Ruth is an Accountant in Business Services and has over 15 years business experience. Ruth is from Cobar and understands the pressures placed upon rural businesses.
Ruth enjoys spending time with family and friends, reading, craft and she is a big sports fan (all types).
Puja Khadka
Puja is an Accountant in Business Services. She has completed her Master of Professional Accounting and has a good understanding of accounting.
During her free time, Puja likes to travel, listen to music, and spend time with her family.
Darbin Tandukar
Darbin is an Accountant in Business Services and has completed his Master of Professional Accounting and Business Administration. Darbin has a keen interest in technology and loves to integrate the use of technology within his work.
During his free time, Darbin enjoys console/pc gaming and spending time with his family and friends.
Chacko Joseph
Chacko is an Accountant in Business Services. He is a forward-thinking team member and has 14 years’ experience in Accounting roles. Chacko enjoys spending time with family.
Isabella Townsend
Issy is an Accountant in Business Services and has completed her Bachelor of Business Studies. During her free time, Issy enjoys playing D&D, reading, console/pc gaming and various craft hobbies.
Umesh Thapa
Umesh is an Accountant in the Audit division. He completed his Master of Professional Accounting. During his leisure time, Umesh enjoys watching movies, football and spending time with friends and families.
Armaan Daddar
Armaan is a Cadet Accountant in Business Services. He is currently studying towards his accounting degree and enjoys reading and going to the gym in his spare time.
Financial Advice
Nicole McKinnon
Nicole is the Financial Planning Assistant and has been in the Financial Planning industry for more than 14 years and holds an Advanced Diploma in Financial Planning.
Nicole enjoys reading, watching a good game of tennis or soccer and spending time with the family.
Kristy Evers
Kristy is the Paraplanner for the team with 15 years of industry experience across a variety of roles. Kristy has a Diploma of Financial Planning.
Kristy enjoys gardening, cooking and chasing after her daughters.
Administration
Terry Duncan
Terry is our Receptionist and also assists with the administration of the firm. Terry has over 40 years of experience in the banking and financial services industry.
Terry enjoys spending time with family and playing social golf.
Lisa Jones
Lisa is our Administration Assistant and enjoys spending time with friends and family, reading and doing crafts.