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PHILLIPSONS
Accounting Services Pty Ltd
ABN 89 103 720 190
Phone: 03 5144 4566
Fax: 03 5144 5403
Email: queries@phillipsons.com.au
PHILLIPSONS
Financial Planning Pty Ltd
ABN 87 103 720 181
Phone: 03 5144 5207
Fax: 03 5143 3419
Email: fp@phillipsons.com.au
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.
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.
Client Service Support
Dip Human Resource Management
Susan has been with Phillipsons for over 20 years. She is the first line of contact for many clients whom she loves to meet and assist. 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.
Client Service Support & Systems Analyst
The first option to assist with any technology issues in the office, Dan has a wealth of experience in Information Technology and Systems Management. He is currently undertaking a Batchelor of Computer Science at Deakin University.
Dan has over a decade of experience in the IT service industry. Prior to working in IT Dan spent 8 years in his family’s transportation business which has provided a great understanding of management, logistics and running a small business.
Outside the office Dan likes to spend time with his family and keeping up to date with the latest and greatest in the technology world.
Client Service Support
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.
Client Service Support & Systems Administrator
B.Comp
Kara holds a Bachelor of Computing from Ballarat University, and more recently completed a Graduate Diploma of Business with Federation Training to further her knowledge.
Kara recognises the value in having systems that work and enjoys the opportunity to get processes running as smoothly as possible for staff and clients.
Outside the office Kara is kept busy with a young family, afterschool sports and activities and coaching netball for the Sale Netball Association.
Bookkeeper
Alannah joined Phillipsons in February 2018, with a Certificate IV in bookkeeping Alannah enjoys helping alleviate bookkeeping stress from clients. With a passion for problem solving and a methodical approach Alannah takes challenges in her stride
An adventurer at heart, Alannah loves to travel and enjoys coaching and playing for Stratford Football Netball Club.
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.
Associate & Self Managed Superannuation Specialist
CA
Tracey joined the team in 2013, working with our clients entering or already with a Self-Managed Super fund. Tracey is passionate about super and loves advising clients to help them get the most out of their future retirement. She is developing new client education materials to ensure that trustees and members are aware of the opportunities and watch-outs in the super environment.
