Your partner in business
health and personal wealth

We are up to date with all the
latest tools and technology

We provide dedicated
specialist teams to help
your business needs.

Knowing our clients
business is important to us

Your partner in business health and personal wealth.

Phillipsons has worked with thousands of business owners over the last fifty years. Over the last 5 decades Phillipsons have developed a suite of services that target the needs of small business and individuals in the taxation, business and financial advisory fields.

Whether you are starting in business, running a mature enterprise, looking for what comes next, or just trying to deal with a particular financial or taxation matter – we are dedicated to providing tools and support that will help you prosper and achieve optimal results.

What’s happening at Phillipsons?

There is always something happening at Phillipsons. Click through to see the latest news…

Can you retire with debt?

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Growing your business

If you are looking to take your business to the next level, we have business specialists to help you realise your potential.

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Careers at Phillipsons

We are always on the look out for talented individuals to be part of the Phillipsons team.

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Now is the time

There is no better time than now to make changes to improve your financial future.

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Our Services…

At Phillipsons we have specialised teams that provide guidance and support in multiple areas.

AGRI GROUP

A dedicated team that views all elements of business – tax, accounting, finance, production and payroll – through the lens of a farming enterprise.

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BETTER BOOKS

Support your business decision making by providing reliable, up-to-date information that can be accessed in real time from anywhere.

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SUPERANNUATION

From consolidating multiple Super funds into a single fund, to calculating the optimum before or after tax contribution to your chosen fund.

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BUSINESS SOLUTIONS

We diagnose the health of your enterprise using bespoke business analytics and then customise a solution.

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TAX CONSULTING

Our Tax Consulting team will highlight the potential taxation pitfalls and work with you to lawfully minimise your taxation liability.

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FUTURE PLANNING

Our Future Planning team has the resources and tools to support you.

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Our People…

We are committed to forming close partnerships with our clients. This way we can understand your unique situation and customise the assistance we provide to suit your needs. Our commitment to excellence is evident in the hardworking nature of our staff, and the exceptional service we offer.

FIND OUT MORE

PHILLIPSONS
Accounting Services Pty Ltd
ABN 89 103 720 190
Phone: 03 5144 4566
Fax: 03 5144 5403
Email: queries@phillipsons.com.au

Website Terms & Conditions

PHILLIPSONS
Financial Planning Pty Ltd
ABN 87 103 720 181
Phone: 03 5144 5207
Fax: 03 5143 3419
Email: fp@phillipsons.com.au

Website Terms & Conditions

GET IN TOUCH

KATE LAMB

Bookkeeper

Kate has been a farmer for almost 30 years, specializing in dairy for 25 years and switching to beef for the last three. She has acquired a lot of knowledge and skills from the agricultural sector and the local businesses that support it.

Kate is currently studying for a Cert IV in Bookkeeping and is passionate about helping clients with their data entry needs. She has a professional and reliable work ethic and strives to deliver high-quality results.

Outside of the office Kate is an active member of the Heyfield Football-Netball club and enjoys participating in Campdrafting, a sport that involves herding cattle on horseback, with her family.

HELEN PROCTOR

Bookkeeper

Helen is an asset to our team, with her Diploma in Accounting and her background in the rail industry and an accounting firm.

She loves bookkeeping and helping our clients with their accounting needs and challenges. She came to Phillipson in 2023 when she moved from NSW to VIC.

Helen is more than a proficient bookkeeper, she is also a person with diverse interests. She likes camping, renovating, gardening and participating in horse events in her free time.

JO AYRES

Jo is a seasoned administrator and office manager with more than three decades of experience. She has mastered various skills such as data entry, minute taking, diary management, accounts payable and receivable, payroll, budget preparation, and supporting OH&S requirements.

Jo's passion is client services, where she excels at building rapport with people from diverse backgrounds and providing them with personalized service. She loves to greet clients, make them feel welcome and ensure they have a great experience. She finds joy in helping others and making them happy. She believes that being helpful is very rewarding.

When Jo is not working, she likes to volunteer with Cancer Connect, spend time with her family and go fishing.

COLLEEN DAFF

Accountant

Colleen is a proud Yarram local who has a passion for agriculture and accounting. She has a rich background in the financial industry, with over 35 years of experience in various roles. She is a qualified accountant and a certified bookkeeper, with expertise in Xero and Xero Payroll.

Colleen enjoys working with numbers and helping her clients achieve their goals and comply with their obligations. She is a valued member of the Agri Team, where she applies her knowledge and skills to support the farming community.

Colleen also runs a small beef farm, following her childhood on a dairy farm. She loves the rural lifestyle and the connection with nature. In her spare time, she likes to spend quality time with her family and grandchildren, tend to her garden, travel around the country and pursue her bucket list dreams.

HOLLY FLEMING

Paraplanner
BCom (Acc), DipFinPlan

Holly has been working in the financial services sector for 10 years and joined Phillipsons in November 2022.

Holly holds a Bachelor of Commerce (Major Accounting) and a Diploma of Financial Planning. Holly is dedicated to providing support to our Financial Advisors in developing and providing compliant, statements of advice for our advisors. Her role includes research, financial modelling and administration.

Outside of work, Holly’s biggest joy comes from spending time with her husband and two young sons on their family farm, attending local football games, reading books, and socialising with friends.

CINDY KNEE

Bookkeeper

Cindy has always had a love for working with numbers and is currently undertaking Certificate IV in Accounting and Bookkeeping.

Cindy joined our team after finding an opportunity where she could combine her two passions of working with numbers and helping fellow farmers. In particular Cindy thoroughly enjoys solving bookkeeping problems for our clients.

Outside of work Cindy enjoys spending time with family, camping, travelling and helping out on the farm.

SIMON HARRISON

Bookkeeper

Simon joined Phillipsons in 2022 part time, with a Bachelors Degree in Management/Computers and a Certificate IV in Training & Assessment.

Simon enjoys helping the bookkeeping team with their busy day-to-day activities. With a passion for problem solving and a logical approach, Simon takes challenges in his stride.

Away from the office Simon enjoys all aspects of basketball, having umpired and played at a high level, as well as coaching juniors. These days Simon is busy taking and watching his 3 sons play basketball for Sale.

TANJA CHRISTENSEN

Bookkeeper

Tanja has worked in the accounting industry for more than 20 years. Progressing through the ranks over the years from Receptionist right through to Practice Manager.

This experience has provided Tanja with a deep knowledge and appreciation of what it takes to be successful in business and also great understanding of client needs.

Tanja enjoys being an integral part of a successful business and finds it extremely rewarding knowing you are providing your clients with a value-added, stress free experience.

For Tanja becoming a professional bookkeeper for Phillipsons has seemed like a natural progression, giving her the opportunity to put all of the knowledge and skills gained over the years into practice in order to continue helping local businesses achieve their goals.

Having grown up on a farm, Tanja was fortunate to be able to nurture her love of animals and nature. Her favourite pastime is spending time with their 2 Maremmas (dogs) and family of Magpies that come for a nightly visit.

SHAHZEB ALI

Accountant

B.Comm

Shahzeb is one of our talented tax professionals who completed his Bachelor of Commerce degree at Griffith University in Brisbane before relocating to Traralgon in 2018.

With five years of experience in tax, Shahzeb has developed an impressive skill set that allows him to help clients navigate complex tax regulations. He is passionate about solving problems, finding innovative solutions and providing exceptional customer service to each and every client.

When Shahzeb is not working, he can often be found on the tennis courts competing in local tournaments in Traralgon. He also enjoys travelling overseas every year to visit family and friends.

TRACEY HOLLINGWORTH

Accountant B.Com

Tracey has worked in the financial services sector for more than 15 years and ran her own dairy farm for 14 years. These experiences have given Tracey a great insight into the vagaries of finance and agriculture which assists Tracey to understand where our clients are coming from and to speak in terms they can appreciate.

Tracey enjoys creating processes which automate routine matters. (Tracey loves Bank Rules in Xero!) And working with clients to understand and add value to their business.

Outside of work, Tracey enjoys reading, bush walking and gardening.

JANE TYLER

Bookkeeper

Jane joined Phillipsons in 2022 and has worked in the finance industry for over 30 years.

Jane’s experience in banking, cash logistics, corporate finance, courier service and the gaming/entertainment industry, gives her a great understanding and knowledge to work with a variety of business clients. In particular Jane loves helping clients solve their reconciliation issues.

Away from work Jane relishes opportunities to connect with family, swimming and has a knack for finding great bargains at Op Shops.

CAMRYN ROBERTS

Bookkeeper

Camryn joined Phillipsons in 2022 and is currently completing Certificate IV in Accounting and Bookkeeping. She is proficient in several online accounting packages.

Camryn has always enjoyed working with numbers and gets great satisfaction working with clients to alleviate their stress regarding their books.

Away from the office Camryn enjoys playing netball, exploring new places and spending quality time with friends and family.

KYLIE BAXTER

Human Resources Manager

Kylie is a highly motivated, enthusiastic and approachable Senior Human Resources Professional with consulting experience across a broad range of industries including: construction and engineering, health, local government, FMCG, retail, education, transport, oil and gas, automotive, telecommunication and printing industries.

Kylie has excellent people skills and can relate to people from all organisational levels and diverse backgrounds. Her strong leadership skills, excellent facilitation, coaching and problem solving skills combine well with her all round natural and warm consultative style. With a high level of emotional intelligence, Kylie enjoys effectively engaging with and developing trusted working relationships with her colleagues and various client groups. This is often whilst dealing with the challenges of sensitive people issues in highly charged, emotional and challenging work environments.

SANDARU YAPA

Accountant
B.Com

Sandaru commenced in the role of Accountant with Phillipsons in 2021. Sandaru’s role is engaged with providing accounting & business support to our clients in rural areas across Australia. These include farming enterprises across industries such as Dairy, Beef, Poultry, Horticulture and Cropping, in addition to allied service industries supporting the Agri sector.

In his day to day activities, Sandaru has the following responsibilities:

Business record keeping activities.
Software based support of client business record keeping
Compilation of financial reports for the purposes of providing clients with information required to operate their business, seek finance and meet compliance obligations.
Preparation of tax forms and other compliance requirements for the ATO.
Research and documentation of client situations to assist in the preparation of advice.

BRIDGET CORCORAN

Client Service Support

Bridget joined our team in 2022 with extensive experience in retail management, administration & advertising. In the Future Planning team Bridget is responsible for assisting our clients with the administration of their portfolios.

Since moving to Sale in 2018, Bridget has felt very welcomed to the community, particularly by the many sporting clubs her kids are a part of.

Her time away from the office is kept busy with a large family, but when she gets a spare moment, she loves to catch up with friends and dabble in some painting.

ANDREA TAYLOR

Financial Advisor
MFinPlan CFP

Andrea joined our team in 2021 and has been a Financial Adviser for almost 20 years, providing comprehensive financial planning advice for Managed Investments, Superannuation, Retirement and Centrelink Age Pension.

Andrea is highly valued by clients and colleagues for her in-depth knowledge of superannuation industry products, services and best practices. Andrea is passionate about listening to our clients, adept at evaluating needs and delivering sound advice based on investment risk tolerance, financial goals and individual circumstances.

“I enjoy working with clients towards realising their financial goals and have the experience to assist with their financial journey, no matter where along that journey they may be”.

EMILY ING

SMSF Client Service Support

Emily, is professional, organised and always smiling – you could not ask for anything more as part of our team. She is always friendly and ensures our clients’ needs are addressed.

When we asked her what she liked about her work, she mentioned the diversity. “Every day is different and has different challenges.”

In her work with our business and SMSF clients, she often sees challenges pop up. Helping clients through those roadblocks to get the right outcome gives Emily great satisfaction. Emily recognises that delivering that quality of work builds a client’s faith in us, so they know we can deal with whatever challenges are put in our way.

Emily loves to spend her free time camping, 4WDriving, bushwalking and being outdoors with family and friends.

KYLIE HIGGINS

Bookkeeper

Kylie was born and raised in Gippsland. She has over 12 years’ experience with the DART business and is now an important part of the bookkeeper team at Phillipsons. Over the years she’s built strong relationships with our clients, who appreciate her just as much as we do!

Kylie mainly works with business clients and sole traders and has a particular love for setting clients up with Xero’s modern accounting technology.

We would describe Kylie as loyal, adaptable, hardworking and eager to please, so she is certainly a huge asset to our team!

Outside of work, Kylie loves a variety of crafts and basketball where she is both a coach and a referee!

TANIA JENNINGS

Client Service Support

Tania supports our Traralgon team and clients with compliance and administration. She really enjoys working in a positive team that is striving together towards the same goals. For Phillipsons that is trusted advisors, focused on customer service that exceeds expectations and delivers on client needs.

Tania describes herself as hardworking and trustworthy, but we would also like to add that she is empathetic and passionate.

There is nothing more important to Tania than quality family time. She loves watching AFL, cooking, and enjoys keeping fit.

ANDREW PIGDON

Principal
CPA B.Bus

Andrew is a qualified CPA with over two decades of experience. He works with small business owners to help them grow their business in a structured way while meeting their compliance obligations.

Our clients remark upon Andrew’s intense thirst for knowledge about their business – the purpose behind the enterprises set up, the drivers that determine profitability and the personal wealth aspirations that drive the owners.

More than this, it is business performance where Andrew shines. Whether it be the goal setting at the outset or measuring the results as they come through, rest assured that Andrew is taking a keen interest in our clients maximising their outcomes. Ongoing, Andrew is also there to review, fine tune and re-set as required, where clients’ needs evolve over time.

When we asked Andrew about a career highlight, he spoke of clients who grew their business significantly after undertaking our recommended strategies. In particular, a client who went from an I-Return client to a business turning over a million a year. Talk about a win!

Andrew describes himself as hardworking and honest, and we would have to agree!

Outside of work, Andrew loves sport, especially playing golf and watching live AFL as well as spending time caravanning with his family.

DARREN JENNINGS

Principal & Self Managed Superannuation Specialist
CA B.Bus

Darren’s main role is talking to business owners to understand their goals, aspirations and opportunities, so we can create a tailored action plan. To put it simply, Darren loves to help people.

Darren holds a Bachelor of Business (Accounting), is a member of Chartered Accountants Australia & New Zealand and has completed specialist qualifications in self-managed superannuation funds.

Darren’s philosophy is to listen to the client’s issues. Just like going to a doctor, Darren knows we need to understand your business and its problems and challenges before we can prescribe the best solutions. His favourite part about his work is being able to use his skills to make a difference in the lives of his clients. He describes himself as growth focused, ambitious and driven, so it is fair to say he is the guy you want on your side!

Outside of work, Darren loves golf, AFL, motorsports, waterskiing and travel. He is currently the Board Chair of St Paul’s Anglican Grammar School after serving 9 years as Treasurer and has been involved with a variety of boards and committees of local community organisations. Darren is also a keen follower of the property market, an interest that enables him to provide valuable guidance to clients with their investments in this sector.

NETHMEE YAPA

Accountant
B.Comm

An experienced and passionate individual who enjoys the challenges her role provides and the responsibilities of working in the financial sector.

Neth joined Phillipsons in 2021 and thrives in her varied role of preparation of tax returns, activity statements and financials for small businesses with company, partnership, trust and SMSFs, over a wide variety of industries, including agriculture, medical, trade, professional services, hospitality, retail, manufacturing, and property.

Neth’s day to day activities can also include liaising with the ATO and other regulatory departments to solve any client issues, processing payroll for business clients, assisting in the preparation of financial performance analysis for businesses, setting up ABNs, company, partnerships & trust structures for clients.

Outside the office Neth is passionate about giving back to the community through voluntary work.

KELLY MITCHELL

Accountant
B.Acc

Kelly has worked in the accounting industry for more than 15 years. Commencing with Phillipsons in 2015. Kelly relishes opportunities to connect with clients. She is always going above and beyond for our clients and ensures they have a full understanding of their tax matters and explains things in easy-to-understand terms.

Feeling a pull to be closer to family Kelly headed to Melbourne in 2019. However, after experiencing the city during Covid Kelly decided Sale was where she belonged and rejoined Phillipsons in 2021.

Away from the office Kelly enjoys being the canteen manager for Sale Football Netball Club, spending time with family, friends and walking her dogs.

TENNILLE HILDER

Accountant

Tennille has been working in the financial services sector for more than 10 years. Tennille has completed her Cert IV in Accounting & Bookkeeping and has always enjoyed working with numbers. Tennille is currently completing her Bachelor of Commerce with Federation University.

Tennille currently assists the Agri Group in the preparation of Tax returns and financial reports.

On weekends she enjoys any outdoor escape, hitting the gym, hiking and just spending time with her 2 daughters and her dog Wolfy.

For more information please get in contact with us.

Contact

ANGIE DERHAM

Accountant

Angie has been part of our team for over a decade and has worked as an Accountant for more than 20 years.

Angie enjoys working in the Agri team as she believes that you can never take the country out of a farm girl.

Born and bred on a stud beef farm, Angie has a busy life with family and her second career as a fitness instructor at Aqua Energy gym based in Sale.

SANDRA HOWARD

Client Service Support

Sandra has been the smiling face of Phillipsons since 2005. Having worked in customer service roles before, Sandra loves meeting our clients and assisting them with their needs either by phone or in person.

When not at work, Sandra enjoys spending time with her family, and just relaxing.

SUSAN MATTSON

Payroll Coordinator
Dip Human Resource Management

Susan has been with Phillipsons for over 20 years. Susan’s wealth of experience in human resource management, payroll, creditor management and board secretarial support is valued by both Phillipsons and also our clients when the need arises.

Susan is keenly involved in our social activities and outside of the office she enjoys lawn bowls, cruising the high seas, cycling and spending quality time with her family.

MICHELLE DEL BUSSO

Business Development & Marketing Manager

Tackling the marketing needs for the office, event management and supporting the Directors with business development is all in a day’s work for Michelle.

Michelle enjoys the creative challenges her role provides and brings enthusiasm and drive to everything she does.

Outside the office Michelle enjoys getting away with her family and equestrian pursuits when time allows.

KARA WHEELER

Bookkeeper
B.Comp

Kara holds a Bachelor of Computing (Ballarat University) and a Graduate Diploma of Business (Federation Training). She is currently studying a Cert IV in Accounting and Bookkeeping and looking forward to furthering her knowledge.

Kara has a strong passion for streamlining processes and having efficient systems in place. She enjoys problem solving and working with clients to help meet their goals.

Outside of the office, Kara is kept busy with a young family, afterschool sports and activities and coaching local netball and basketball teams.

RENEE MATTSON

Client Service Support

Renee is kept busy providing administration support to the Superannuation team. In particular Renee assists preparing tax reports, collating client information, lodgements and a variety of client paperwork.

Renee enjoys interacting with clients and gets a great deal of satisfaction providing them with excellent and efficient service.

TRACEY GORDIJN

Associate & Self Managed Superannuation Specialist
CA

Tracey has been a dedicated professional adviser for more than 20 years. As an Associate with Phillipsons, Tracey works with clients entering or already controlling a self-managed super fund and provides specialist advice for personal estate planning.

Tracey is passionate about both superannuation and estate planning, seeing it as key to fulfilling retirement and life goals. Tracey’s focus is to establish the pathway to achieving a clients estate planning wish list and ultimately provide peace of mind. A comprehensive estate plan protects your assets and provides for family in the event of incapacitation or death.

Our approach to estate planning also ensures that ‘estate’ and ‘non-estate’ assets (including superannuation, life insurance, jointly owned assets and assets owned in a trust or companies) are carefully planned and documented. All this goes a long way in achieving peace of mind that, upon passing, clients may continue to look after the people who matter most.

TANIA VAN DER VOORT

Client Service Support

Tania joined Phillipsons in 2017 and assists with implementation of recommendations made by advisers and helps clients with administration and record keeping of their funds.

In her spare time Tania enjoys watching her kids play sports and seeing them do well. She also enjoys keeping up to date with the lastest and greatest shows on Netflix.

LINDA LOVE

Portfolio Administrator

Linda completed her Diploma of Financial Planning 2002 and Diploma of Financial Planning RG146 with Deakin University.

Linda has been in the industry for over 20 years, with financial planning studies along the way. She enjoys helping clients understand and get the most from their investments.

As our Portfolio Administration Manager, Linda uses the latest Administration & Reporting software to deliver our clients an investment administration service that is meaningful and cost-effective.

Linda reconciles our portfolios constantly to ensure transactions, cash account movements and processes have been implemented and recorded accurately and ready for quarterly reporting.

Outside of work, Linda's main love is spending precious and priceless time with all of her children and grandchildren.

KATRINA VAN GUNST

Principal, Financial Advisor & SMSF Specialist Advisor™
MFinPlan, AFP®

Katrina joined the Phillipsons team in 2006 and has grown through many roles over the years. She is one of our senior financial planners and a Principal of the firm.

Katrina holds a Masters degree in Financial Planning; she is an AFP(R) member of the Financial Planning Association of Australia and an accredited SMSF specialist advisor with the SMSF Association.

Katrina is dedicated to assisting clients successfully navigate through all of life's important transitions with tailored personal advice to help them stay on track and achieve the lifestyle they desire. She is passionate about helping clients develop a plan .... 'stay the course' - reach their goals and maintain financial wellbeing with professional advice, education, support and behavioural management

When Katrina is not working with her clients or the Financial Planning team she enjoys peaceful dinners with her husband and two sons, loud music, listening to Podcasts, watching Netflix, walking in Nature and endless cups of tea with family and friends

JAYDEN ALLISON

Associate - Financial Advisor
CFP®, MFinPlan, BCom (Eco&Fin)

Jayden joined Phillipsons in January 2019 and has been providing advice since October 2016.

Jayden is a Certified Financial Planner CFP® and holds a Masters Degree in Financial Planning.

Jayden is dedicated to servicing the needs of all clients, no matter the circumstances or stage of life. He enjoys the client journey beginning from establishment of a suitable financial plan, given their specific personal circumstances, goals & objectives. Then following on with the ongoing review process and ensuring they’re adequately coached, mentored and serviced to achieve ‘what they set out to accomplish!’

Outside of work, Jayden plays football for the local Sale Magpies and is also an enthusiastic golfer, fisherman and scuba diver.

IAN MEIN

Principal & Financial Advisor
CFP FFPA SSA

Ian is the Principal at Phillipsons with overall responsibility for financial planning & advisory services. He is both a Certified Financial Planner CFP® and a Fellow of the Financial Planning Association of Australia; as well as a SMSF accredited specialist adviser with the Self-Managed Superannuation of Australia.

Ian has over 30 years industry experience in all aspects of professional financial planning and today works with Family, HNW individuals and SME’s in the areas of investment advice & management, superannuation, retirement and inter-generational wealth planning.

Outside of work Ian enjoys golf, cycling, travel and spending quality time with family & friends.

SELENA LANGSTAFF

Bookkeeper

Selena joined our team at Phillipson’s in 2009, after working in the accounting industry since 2003. Selena has a Certificate IV in Financial Services and Certificate III in Business Administration.

With a strong motivation to getting clients organised, extensive knowledge and experience, her business plan is tailored to our clients individual needs for their business.. Selena has experience in a number of bookkeeping programs including Reckon, MYOB, QBO, Xero, Banklink and Cashflow Manager.

ROCHELLE GUNTHER

Bookkeeper

After working for one of the big 4 banks for 18 years Rochelle sought a change where she felt she could add real value to clients.

A passion for bookkeeping developed whilst acting as a Treasurer for a local kindergarten and a board member of Sale Combined Kindergartens for a number of years. Rochelle wanted a role that made her feel like she could add value to the needs of clients and found her place in the BetterBooks team.

Rochelle is very popular with our clients for her can do attitude and friendly nature.

FELICITY TATTERSON

Bookkeeper

Felicity has a wealth of experience, with over 25 years working as a bookkeeper. Having grown up in a Timber Industry Family, originally working for her father's business as his office manager.

Felicity is appreciated for her attention to detail. She understands the value of timely reporting and prides herself on maintaining the highest levels of accuracy, process and client delivery. She has always loved the opportunities bookkeeping has provided in working with a lot of different industries and a variety of people.

Outside the office Felicity is kept busy with her children's many sporting activities and says she is most happy just home spending time with her family.

DAVID JACOBS

Bookkeeper

After 20 + years in the banking industry David joined the Phillipsons team in 2019. David’s extensive knowledge in business banking and reporting has seen him quickly become a highly valued team member. Clients appreciate David’s attention to detail and willingness to help no matter how big or small their bookkeeping problem maybe.

David enjoys keeping fit and healthy, running the odd marathon and coaching karate.

LISELOTT WEBSTER

Bookkeeper
B.Bus

Liselott has a wealth of experience working in the Agri sector. As a family farm owner herself Liselott understands the needs of clients and has a real insight of value added services.

Outside the office Liselott enjoys family time, working on the farm and seeking out family adventures.

BERNIE SMITH

Client Service Support

Team assistant, Bernie, is always keeping the team on track.

Tackling all aspects of team and client administration, Bernie is often the first port of call for client queries, and manages the flow of information into the office, as well as the delivery of services to our clients.

Bernie is just a phone call away and eager to assist with any aspect of our service to you.

Outside the office Bernie enjoys travelling, reading and pottering in the garden.

KELLY GRAY

Bookkeeper – Team Leader

Kelly brings years of experience in running her own farm to the team and together with the accounting career she started after leaving school is a valuable combination.

Many businesses have to meet demands day to day and being organised and on top of the bookwork is the key - this is Kelly's goal.

Kelly relaxes outside of work catching up with family and friends.

SARAH MONASH

Associate - Accountant
CA BBus

Sarah is a Chartered Accountant. With experience in audit roles, Sarah has an eye for detail and understands the importance of strong financial controls in business and applies this knowledge to the clients she works with.

Sarah is keenly involved in local football/netball competitions, taking on roles in these community organisations.

RYAN CLANCY

Accountant

Ryan has built an extensive understanding of tax, accounting and business issues and applies this to a full range of clients from personal income tax through to large complex businesses.

With an excellent grasp of accounting technologies, Ryan is able to efficiently extract key management information to benefit the business owner.

Away from work, Ryan is into personal fitness and competition clay shooting.

LEANNE EVANS

Accountant
CPA B.Bus

Leanne joined Phillipsons in 2012. A qualified CPA, with a Bachelor of Business and 2 decades of industry experience.

Working to support the accounting and tax requirements for clients, Leanne has a wealth of knowledge across a wide range of industries. Leanne relishes unlocking problems for clients.

Weekends are filled with adventures with her daughter and catching up with friends.

HAYDEN KING

Associate - Accountant
CPA B.Bus

Hayden joined the Agri Group in 2018.

Hayden has been a Gippslander all his life, and realised at a young age that working on the land was a passion. He established his own stud cattle business right out of school and after completing his Business Degree has enjoyed moving to Phillipsons where, as an Accountant, he can focus on the Agri space.

Hayden spends most weekends attending to his cattle and when time permits preparing for shows.

ROB DEL BUSSO

Principal
CPA

Rob is a Phillipsons Principal and senior member of the Agri team, having focussed in this sector over the last 15 years.

He enjoys the challenge associated with guiding clients through tax, business development, cash-flow, succession and finance issues.

Rob has immersed himself in the industry participating in discussion groups, speaking at industry forums and contributing to the development of Agri support services.

In his spare time loves to go camping with his family and clay target shoot.

Areas of expertise:

Benchmarking
Succession planning
Restructures
Budgeting and cashflow management
Business advisory
Management reporting
Large scale farming

COLIN WRIGHT

Principal
CA B.Bus

A Phillipsons Principal and the Agri team leader, Colin has always had a passion for farming.

Born on the land, he completed a Bachelor of Business at Swinburne University before commencing his accounting career.

With more than three decades of experience, Colin specialises in rural accounting and management and particularly enjoys visiting clients on the farm to discuss how they can optimise production and profits.

Areas of expertise:

Benchmarking
Succession planning
Tax planning
Budgeting
Cash flow management
Dairy
Beef

ABE SCHUBACK

Principal
CPA B.BusCom

Abe is a Principal of Phillipsons, having joined the team 16 years ago, during that time Abe has developed and is sought after for his exceptional technical and advisory skills within the Agri Group.

His dedication and commitment have undoubtedly contributed to the success of countless projects and clients over the years.

Abe focuses on assisting clients with the development and growth of their businesses, understanding that it is only with good financial management systems that business owners can make informed decisions.

Areas of expertise:

Primary Production
Small Business Entities
Business Advisory Services
System Implementation & Bookkeeping Integration (Xero)
Budgeting & Forecasts (KPI Benchmarks & Figured)
Tax Planning

TAYLAH DAVIS

Accountant
B.Comm

After completing her Batchelor of Commerce at Deakin University in Burwood, Taylah heard the call to return home and start her career in Accounting. She joined Phillipsons with tremendous life long experience in the discipline of small business and has been able to put this to great use in working with clients.

Taylah’s skills include completing salary and wage tax returns and business tax including preparation of Financial Reports and Business Activity statements.

Away from the office Taylah is heavily involved in the Maffra Football Netball Club where she plays, umpires and coaches.

SARAH PARTRIDGE

Accountant
CA BAcc

Sarah has a broad knowledge of accounting and taxation matters and understands business operations and needs.

Sarah has a friendly, caring attitude and is meticulous in ensuring that the accounting and taxation requirements of the client is done in an easy and stress free manner.

Away from the office Sarah enjoys spending time with family and friends and training her dogs.

JOHN WALKER

Accountant

Having lived and worked in the area his entire life John is a familiar face to many people. When meeting with clients his first-hand experience of working in local industry for over 3 decades is often a valuable asset (to use an accounting term!)

John enjoys horse races, fishing, and hunting, and his weekend “hobby” in the warmer months is cooking for groups on horseback tours in the local mountains. His experience with horse races also provides good training in calculation and treatment of losses.

CONNIE ROWLEY

Associate
CA B.Bus

Connie is a Chartered Accountant and a rising star in her field, with exceptional expertise and client service skills. Whether it is working on complex tax solutions, or establishing finance systems for a large scale business, Connie has a breadth of knowledge to tackle any assignment.

Having been around small business all of her life, Connie has a profound insight into the challenges faced by clients and has deep empathy which further enhances her capabilities.

Away from work, Connie is involved in local sporting groups, and enjoys time spent with family and friends.

WAYNE VAN DER HEIDE

Principal & Registered SMSF Auditor
CA B.Bus

A Principal, Chartered Accountant and SMSF Auditor, with a background in the banking industry, Wayne has focused his talents on the needs of small business in the last 20 years.

With a unique perspective on the issues faced by clients, Wayne has extensive experience with personal taxation, GST, superannuation compliance and in particular enjoys working through business start-up issues with clients.

Wayne is also known in the office as our trivia aficionado and finds himself in high demand on trivia nights. Outside the office Wayne is passionate about keeping fit and healthy and enjoys the gym and hiking.

Areas of expertise:

Business taxation
Capital gains
Land development
Rural taxation
GST and Wine Equalisation Tax (WET)

GLENN INGRAM

Principal
CA B.BusCom

Glenn is a Principal and Chartered Accountant. Having partnered with hundreds of SME’s for over 20 years, Glenn provides leadership and professionalism to guide clients through a dynamic and changing business environment.

Glenn has expertise in a wide variety of corporate business structures and functional areas, and has a passion for the philanthropic sector.

With a large family and a small hobby farm, Glenn is a busy man both in and out of the office.

AREAS OF EXPERTISE:

Corporate Taxation
Mergers & Acquisitions
Business structures
Financial Modelling
Business Valuation
Not-for-Profits
Capital Gains Tax
Salary Packaging & FBT
Business advisory

BRENT BUTCHER

Principal & Self Managed Superannuation Specialist
CPA B.Bus

A Principal in the firm since 2012, Brent is our super specialist, having devoted himself to self-managed super since 2003. With a broad range of skills in tax and business management, Brent works with clients across the full spectrum of financial needs, and guides them through every stage of the super life-cycle, from setup to retirement.

Brent is committed to helping clients navigate the ever changing landscape of superannuation to ensure they achieve their retirement goals.

Away from the office Brent is kept on his toes with a young family and by shared family interest in thoroughbreds.

BRENDAN SHEPHERD

Principal
CA FCA B.Bus

Brendan, a Principal of Phillipsons, has been providing tax and business services to clients in Gippsland for over 30 years.

Brendan enjoys building strong relationships which enable him to add value at every level of a clients financial affairs.

Outside of the office Brendan enjoys getting out in the garden with endless landscaping projects and spending time with family.

KURT BEST

Principal - General Manager

The General Manager, a Principal, and CPA, Kurt has a long history with Phillipsons, acting as accountant and business advisor to a cross section of clients across Melbourne and Gippsland.

Kurt oversees systems and personnel to ensure a consistently high level of service is delivered across all teams.

Kurt regularly writes for national magazines on business and financial software reviews.