Brett was born and raised in Port Lincoln. Brett is a Partner in the firm and is a Fellow Member of the Institue of Public Accountants (IPA). With over 20 years experience, Brett spcialises in the provision of business advisory services but also advises on tax law, business managment and Self Managed Superannuation Funds.
Brett sits on the finance committee of St Josephs School in Port Lincoln.
Greg Eden - DIRECTOR/Financial Planner Greg is accredited by SPAA (Superannuation Professionals Association of Australia) as a specialist SMSF (Self Managed Superannuation Fund) adviser.
Greg has been involved in many community activities over the years. He has been Chairman of the local hospital Board and a member of the board of Eyre Regional Health Service, President of the Port Lincoln Tennis Association, President of the Port Lincoln Leisure Centre, President of Port Lincoln Squash Association, Treasurer of numerous charitable and sporting bodies and a Director of the local branch of the Bendigo Community Bank.
Outside of work he likes to ride his bike, play tennis and play the piano. Greg has two children, Sarah and Josh, and a beautiful grand-daughter, Lila. mailto:firstname.lastname@example.org
James Rogalski - DIRECTOR/Accountant
Cherie Parker - Accountant
Cherie is a member of our accounting team. Cherie has a Bachelor of Commerce and is a member of the Institute of Public Accountants. Cherie has many years experience in the financial services industry having spent 14 years with banks and public accounting prior to commencing her employment with us in 2005.
Cherie has worked closely with clients to help them with setup, training and support of their business accounting systems, including MYOB, Quicken Cashbook, Quickbooks, Xero and Phoenix.
Cherie became Treasurer of West Coast Youth Services in October 2010.
Vince was born in Adelaide and educated at St Michael’s College. He commenced work for the Bank of Adelaide in 1976. The bank merged with the ANZ Bank in 1980. Through his work in the bank Vince had the opportunity of working in many locations throughout South Australia. Vince then decided on a career change and commenced work with the firm in September 1999.
Sally was born in England and came to Port Lincoln with her family when she was five. She completed her schooling here in Port Lincoln. After leaving school she worked for eight years in administration at the local Ford dealership. In 1985 she changed jobs and worked for a local accounting firm. Sally worked there for three years before having her children. She returned to work part time and has been with our firm since inception in 1994.
In 2004 Sally moved into an accounting role within the firm where she has since completed the Advanced Diploma of Accounting.
Sally works four days per week and is married to Kevin, they have two children, Todd and Luke. She likes to swim, go to the gym and walk the dog. email@example.com
Annalee was born and raised in Naracoorte. She moved to Alice Springs in 2003 and worked for an accounting firm where she completed her Certificate III in Business. In 2005 she moved to Port Lincoln where she now lives with her partner Ryan.
Lee-Anne was born in Port Lincoln. After completing her schooling in 1976 she worked with Dr Terry O'Reilly Dental Surgeon for 7 years. In 1981 Lee-Anne represented Port Lincoln as Miss Tunarama and during that time she met a variety of interesting people and visited many country areas in South Australia promoting Port Lincoln. She found this 12 months very rewarding and gained many life experiences. The next few years Lee-Anne spent being a fulltime mother, but returned to the work force in 1991 where she was employed at 'The Investigator' Clinic and worked for 15 years.
Lee-Anne, after many years spent in the medical field, decided on a career change and commenced work with us in October 2008 and is now our Office Manager. Having lived and worked locally Lee-Anne will be familiar to many of our clients.
Lee-Anne is married to Kevin and they have four children, Jemma, Tara, Rory and Ciaran. She loves spending time with her family and enjoys cooking, walking and entertaining with friends. firstname.lastname@example.org
Margaret was born and raised in suburban Melbourne but moved to Sydney in her early 20s. She worked for a stockbroking firm and an accountant before taking several years off for tull-time motherhood. She then returned to work for a firm of financial planners where she remained for 25 years until making the move to Port Lincoln in early 2010, joining us in September as a Receptionist/Secretary.
Margaret is married to Peter and has three children, six step-children and six grandchildren (so far!). Having just moved into their new home, spare time is currently spent trying to establish a garden. Other interests are cross-stitch, knitting, reading and the Port Lincoln Railway Museum. email@example.com