Jonathan Carswell CA
Director
- Member of the Institute of Chartered Accountants
- Professional Certificate in Self Managed Superannuation Funds
- Bachelor of Commerce (Accounting)
Jonathan has 20 years business services, taxation, and self-managed superannuation experience. Jonathan has donated his time to not for profit boards and is a committee member of the Self-Managed Superannuation Association local chapter. As well as providing ongoing business advice, he is always looking at business processes and technology that create business efficiencies and gives business owners back time. He has a specialty area in self managed superannuation funds and utilises this structure as a tax planning tool and maximizing wealth.
As a business owner Jonathan knows the importance of operating a business from the most appropriate structure and protecting personal assets. Because of this all clients receive a structure review when engaged by the business.
Jack Liu CPA
Accountant
- CPA Member
- Chartered Financial Analyst
- Master of Professional Accounting at University of Tasmania
- Master of Finance at University of Melbourne
- Bachelor of Economics & Bachelor of Management (Accounting) at Xi’an Jiaotong University, China
Jack has almost 10 years accounting experience including as an investment banker involved in merger and acquisition, management accountant in a national firm and tax specialist in public accounting. Jack has a keen interest in tax matters and provides complex tax advice to our clients including to foreign residents. He also services our business clients and uses his management accounting experience to drive their business success.
Felicity Barfoot
Accountant
- Bachelor of Commerce
Felicity has been providing taxation, business accounting and self-managed superannuation fund administration services to clients for over 20 years. Felicity is our accounting software specialist and assists clients setting up effective and efficient accounting processes and management reporting systems. Felicity also provides our clients with bookkeeping services. Felicity prepares clients budget and cash flow forecasting using advanced spreadsheet modelling. On top of her specialty areas, Felicity provides clients with taxation and financial statement preparation services.
Michele Healey
Office Manager
- Certificate III in Business Administration
- Certificate IV in Business Administration
- Certificate IV in Bookkeeping
Michele is our office manager and is a critical part of the team ensuring our communication with our clients is timely and of the highest standard. She has been involved in the accounting industry for over 20 years. Michele has training in bookkeeping and provides bookkeeping and payroll services to our clients and assists in the administration of our self-managed superannuation funds. Her organisational skills are first class, and this allows us to operate an efficient practice and ultimately provide an exemplary service to our clients.
Lyndel Lynch
Reception/Administrator
Lyn works on reception and provides administrative support to Michele. Lyn has an extensive background in finance administration, reception, data entry and customer service. She has a bubbly and positive personality which makes our clients feel comfortable and important when they work through our front door.