Gareth Hunt - Principal
Gareth is a taxation and family wealth advisor with over 25 years experience. Gareth joined the firm in 1994 and became sole principal in 2011 after being a partner with the firm since 2002.
With a particular interest in Australian and international taxation, superannuation, retirement planning and assisting small to medium size businesses, Gareth has a diverse and successful client base.
Gareth prides himself on being able to resolve complex problems and present options to clients to help them manage and control their income and net wealth
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Jenna Donegan - Client manager
Jenna is a Certified Practising Accountant (CPA) and completed her Bachelor of Accounting at Victoria University of Technology. Jenna has been with the firm for over 10 years and has progressed from an undergraduate accountant to client manager.
Jenna has a diverse group of clients including large property developers, non resident investors, professionals, management consultants, senior executives and retired investors.
Jenna is an expert at using Xero and Reckon accounting software and Praemium investment software and teaching clients how to use the software to its maximum potential.
Katelyn Ma - Client manager
Katelyn is a Certified Practising Accountant (CPA) after completing her Bachelor of Arts with majors in International relations and Economics at the University of Melbourne. Katelyn started her second stint with the firm in September 2015 when Gareth twisted her arm to come back after working together for three years between 2008 and 2011.
Katelyn has a diverse group of clients including large property developers, non resident investors, small business owners, professionals, Judges, senior executives and retired investors.
Katelyn is an expert at using Xero, Reckon, Praemium investment software and Class SMSF software and teaching clients how to use the software to its maximum.
Swati Gupta - Client manager / Tax advisory
Swati is a Certified Practising Accountant (CPA) and also qualified as a chartered accountant and lawyer in India, which makes her very adept at understanding tax law and legal agreements. Swati joined the firm in January 2018 and has managed Jenna's client base whilst Jenna has been on maternity leave and also helped Jenna and Katelyn with complex tax issues.
Swati has a diverse group of clients including property developers, non resident investors, professionals, management consultants, senior executives and retired investors.
Axel Wang - Accountant
Axel is studying to be a Chartered Accountant. Axel is applying for permanent residency after growing up in Singapore.
Axel is becoming very proficient at using Xero, Reckon, Praemium (for CGT reporting) and Class SMSF software..
Dean Heinrich - Accountant
Dean has a background in management accounting, banking and importing and started with the firm on a casual basis in September 2014.
Dean works with Jenna Katelyn and Swati to prepare financial statements and income tax returns and is very proficient at using our Praemium investment portfolio service and Xero cloud accounting software.
Paul has been an accountant, financial planner, CEO and now management consultant with a wide range of experience in securing staff and managing people and process improvement and implementation.
We have casual bookkeepers available to visit clients, work from home or work in our office along side our accountants. The bookkeeper recommended will depend on location, type of software used, complexity and amount of work and availability. Please contact Gareth, Jenna or Katelyn to discuss your requirements.
Puneet is our Office Manager and is responsible for all office administration, ASIC corporate compliance maintenance and client administration. Kristin does some bookkeeping and workpaper collating to help out the accountants when they get busy.
Emily is our part time administration fix it person whilst she is studying at RMIT. Emily is our client database expert and responsible for ASIC corporate compliance maintenance and client administration. Emily does some bookkeeping and workpaper collating to help out the accountants when they get busy.
Our Team Members are the heart and soul of our business. Our team's guiding principles are integrity, respect, teamwork, achievement and innovation. Our guiding principles are the keys to our culture and to achieving our vision.
We value our Team Members' contributions, recognise and reward their efforts and provide a fun, satisfying and safe workplace.
By living our values we will continue to "build the best" and earn the right to serve our clients tomorrow and into the future.