Colin Walker
Accountant | Principal
- Fellow of Institute of Public Accountants
- Fellow of Institute of Financial Accountants
- Chartered Tax Adviser
- Fellow of National Tax & Accountants Association
- Registered Tax Agent
- Registered SMSF Auditor
- Justice of the Peace
Colin has been involved in the finance industry for 19 years and has a wealth of experience in all areas of accounting, taxation, business advice and self managed superannuation. Colin strives to provide clients with timely and accurate advice in a manner that is easily understood. He likes to think outside the box to provide clients with alternatives that may not be identified by other advisers. Colin is not your typical accountant, preferring to develop on-going friendly relationships with his clients which often sees him visiting clients at their residence or place of business.
Cherie Benson
Accountant
- Advanced Diploma (Accounting)
- Associate of Institute of Public Accountants
- Associate of Institute of Financial Accountants
With expertise in all areas of Accounting, Taxation, Bookkeeping and SMSF Audit, Cherie is known for her attention to detail. Cherie has over 10 years experience in the taxation and accountancy industry and is constantly focused on our client’s needs.
Cherie specialises in Self Managed Superannuation Funds and has an extensive knowledge of the Self Managed (Superannuation) Industry Act and Self Managed (Superannuation) Regulations, ensuring compliance with auditing requirements and with the Australian Taxation Office.
Cherie also has a broad portfolio of clients and extensive experience in the preparation and lodgement of Individual, Partnership, Company and Trust financial accounts and tax returns. She prides herself in providing timely and accurate information whilst ensuring clients never pay more tax than is required.
Cherie is considered an MYOB specialist and has a passion for bookkeeping including the preparation and lodgement of Business Activity Statements.
Cherie’s focus is on her client’s needs whilst developing and maintaining long-term relationships.
Madeliene Cowan
Accountant
- Bachelor of Commerce (Accountancy)
- Associate of Institute of Public Accountants
- Associate of Institute of Financial Accountants
Since joining our firm in 2014, Madeliene (Maddy) has grown as an Accountant and is renowned for her ability to meet our client’s needs effectively and efficiently. Maddy prides herself on reaching practical outcomes for clients and looks to build long-term relationships aimed at achieving quality results.
Karen Di Stefano
Reception / Office Administration
- 23 Years of Banking Experience
- Background in Administration, Insurance & Finance Industry
Karen is the newest member of the team as our Receptionist and Office Administration. She brings extensive knowledge and experience from her years in the banking, finance, insurance and retail industries. Karen has previously worked for Westpac for over 23 years, and in this time some of her roles entailed Customer Service, Administration, BT Insurance team for Home & Contents and Motor Vehicle insurance.
Karen is responsible of the day to day running of the office and administration, making sure all client information is updated and compliant, ASIC (Australian Securities & Investments Commission) details are compliant and updated and the lodgements of all tax returns for our clients are completed within the required timeframes.
Karen is incredibly organised, positive and enthusiastic, she has the ability to get on well with people which is a great service to staff and our clients, and she is always willing to help anyone when needed. The diversity of Karen’s role as office administration allows her to be involved in many aspect of the team and the company.