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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
Trainee Accountant
Profile coming soon.
Financial Advisor
Profile coming soon.
SMSF Client Service Support
Emily, our Client Services Administrator, is professional, organised and always smiling – you could not ask for anything more as the first point of contact for 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.
Bookkeeper
Kylie was born and raised in Gippsland and has worked alongside Darren for 12 years. She has adapted to different roles from personal assistant and administration right through to bookkeeper and more recently Workflow Manager. 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!
Client Service Support
When Dart Business Solutions was founded more than 11 years ago, Tania was instrumental in the home office supporting Darren to establish the business. As a result, Tania’s roles included administration, reception and our company bookkeeping. Tania continues to support the practice with payroll, HR, bookkeeping and administration support.
She really enjoys working in a positive team that is striving together towards the same goals. For Dart Business Solutions 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, listening to music and exercising.
Associate
CPA B.Bus
Andrew is a qualified CPA with over 17 years of experience and has worked with us as our Accounting and Tax Manager for a few years now. 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.
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.
Accountant
B.Comm
Profile coming soon
Accountant
Profile coming soon.
Accountant
B.Acc
Profile coming soon
Accountant
B.Comm
Profile Coming Soon
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 local netball and basketball teams.
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.
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.
Client Service Support
Rebecca joined the Financial Planning team in 2014, taking on the role of client service management.
Rebecca is eager to assist clients with all manner of queries, and takes great pride in finding the right solutions. She also enjoys getting to know clients on a personal level.
In her down time Rebecca enjoys socialising, keeping fit and finding great cycling trails with friends.
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.
Associate, 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 an Associate of the firm.
Katrina recently completed her 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
Financial Advisor
AFP® BCom Dip. FS (FP)
Jayden joined Phillipsons in 2019. Jayden is a member of the Financial Planning Association (FPA) and is currently undertaking a Master of Financial Planning course at Deakin University on a part-time basis.
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!’
Personally, Jayden’s hobbies range from playing Aussie Rules Football for the local Sale Magpies, then in the summer months gracing the cricket field for the Collegians Cricket club. Then strictly when weather and the cricket schedule permit, he is an enthusiastic fisherman and scuba diver and extremely enthusiastic about discussing all of the above anytime/anywhere.
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.
Accountant
B.Com
Erin joined Phillipsons in 2019 and brings with her a wealth of experience, having worked in the financial sector for over 15 years. Erin has extensive experience working with non-profits, private companies and partnerships and sole traders.
Keeping busy is no problem for Erin. Erin and her husband own a 3rd generation dairy farm in Yanakie and with 4 children, she is constantly ‘on the go’ between the farm, coaching and/or watching children at the basketball, attending committee meetings and if there is any spare time left she enjoys going to the gym.
Bookkeeper
Amanda is based predominantly at our Foster Hub and has qualifications in Bookkeeping, Training and HR. Using her exceptional bookkeeping skills and a systemised approach, Amanda establishes strong management reporting processes to enable business owners to feel in control of their operations.
Amanda enjoys everything the natural environment has to offer especially exploring the great outdoors.
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 Manger.
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.
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 fathers 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.
Bookkeeper
With many years working in both her own business and in bookkeeping roles for other businesses, Donna joined Phillipsons with a wealth of expertise to share through our Better Books team.
Problem solving and helping to get the most out of both new and old software products are all part of Donna's focus when working with clients.
When not at work, Donna is involved with the local theatre company and also enjoys sewing, reading and getting away in her caravan.
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.
Bookkeeper
Chloe joined Phillipsons in 2019. A qualified bookkeeper after completing the Certificate IV in Accounting and Bookkeeping and is continuing her education at TAFE. Chloe is proficient in several online accounting packages and enjoys working with clients to alleviate their stress regarding their books.
With endless energy Chloe enjoys the gym, spending time with friends and travelling.
Accountant
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.
Associate & Accountant
CPA B.Com
Jenny joined Phillipsons in 2012 and quickly became a key member of the Agri team. Now an Associate in the firm, Jenny works with our other advisers to ensure financial reporting is meaningful.
Focusing on large and complex entity taxation, Jenny works to ensure she understands a clients situation so that advice hits the spot.
When not at work, Jenny loves spending time with her family.
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.
Bookkeeper
After 20 years dairying, Andrea put her practical experience to use on the Boards of Southern Rural Water, GippsDairy and the Macalister Demonstration Farm.
Now as part of our BetterBooks team, Andrea is able to provide her skills to a wide range of clients.
Outside of work, Andrea and her husband run a beef farm and is a volunteer with ATO TaxHelp program.
Bookkeeper
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.
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.
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.
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.
Accountant
BBus
Julie is a born and bred North Queenslander who grew up on a cattle property north of Mt Isa. She moved here with her family in June 2019 and joined the Agri Group. She has worked predominately in the Agri space over the years and enjoys the diversity of working with agricultural clients.
Julie gets immense satisfaction from providing a variety of solutions for clients and assisting them better understanding their businesses. Julie thoroughly enjoys the fact that one day she will be assisting clients working on a remote cattle property in the Northern Territory and the next a dairy farm in Gippsland.
A fan of the North QLD Cowboys and has always been a strong Storm supporter due to the involvement of legends Billy Slater and Cameron Smith, both QLD boys! Her father in law has instructed also that she now follow Essendon or face the risk of being removed from the will.
Accountant
B.Bus
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.
You'll see Hayden most weekends working with his cattle, preparing for shows.
Accountant
CPA B.Bus
Craig joined Phillipsons in 2014. A CPA and holding a B.Bus, Craig works in tax and also supporting the management accounting needs of clients in business.
He is also developing value-add reporting for a broad range of clients, such as benchmark reporting.
Having grown up in Gippsland, Craig is enjoying his time back in the region after spending time working away.
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:
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:
Principal
CPA B.BusCom
Abe is a Principal of Phillipsons, having worked through the ranks over the past decade developing exceptional technical and advisory skills.
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.
Keeping up with his young family, Abe enjoys playing football, tennis and golf and when possible camping with his family.
Areas of expertise:
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.
Accountant
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.
Accountant
CA B.Com
After working in Melbourne for a number of years, the call of the country brought Kaitlyn back to her home town.
A Chartered Accountant, Kaitlyn specialises in complex tax structures, FBT, restructures, CGT and ‘Start Up Businesses’. Kaitlyn is committed to working with our clients to help them prosper.
In her spare time she enjoys planning her next adventure, coaching netball, staying fit and catching up with friends and family.
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.
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.
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:
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:
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.
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.
Principal
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.
