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Our Team

 

 

Bob Jarvis

Bob has been an Accountant for over 25 years, having worked as a Corporate Accountant for 17 years supporting the South Pacific, parts of Asia, USA, Africa with financial advice and reporting issues, taxes, GST / VAT, audits, not for profit structures, investments, AP, Payroll and other administration requirements.

  • He has taught accounting for 5 years
  • He has been a Trustee of a corporate superannuation fund for 8 years
  • He is a Fellow member of the Tax Institute and a member of the Institute of Public Accountants

Bob has developed a good relationship with his clients over the years and has the “knack” to make our clients feel comfortable by keeping the issues simple and uncomplicated.

 

 

 

 

 

 

 

 

I am not the smartest fellow in the world, but I can sure pick smart colleagues. Franklin D. Roosevelt

 

Jane

Jane has been with us for over 9 years, and works as a tax consultant. Even though Jane handles a wide range of tax clients, she has developed a significant client base dealing with Investment properties, share portfolios and capital gains / loss issues.

 

Jane has done several tax courses in her life time, and is very keen to service her clients with a friendly smile, whilst making sure about accuracy and integrity to minimise your tax liability.

  

Tracy

Has been with us now for over 9 years, and over this time, has formed a good relationship with her clients. She is our MYOB and Excel specialist, and has a reputation for her speed and accuracy in her work. During this time, she has completed a tax course and applies this knowledge in her processes.

 

Kym

Is our receptionist for the past 10 years, and as part of her duties, she is the administrator for ASIC to make sure your entities are compliant and the information is current.

 

Kym has completed Cert 1V in small business management. She has also completed an excel course and is proficient in MYOB and Payroll.

 

Patricia

Trish holds a Bachelor of Business (Accounting) and come to us with vast experience over the past 30+ years. Trish has worked with several accounting firms in SE Qld, and has experience with small business accounting and tax preparation. Trish has vast experience with SMSF audits, and comes with experience in XERO, MYOB and Quickbooks.

 

Brett

Brett recently joined us as a trainee accountant. Brett is currently studying accounting and is working as a bookkeeper to gain the necessary skills.  He is very good at Xero and MYOB.