As Principal, Winnie has over 20 years of experience in public practice.
She left a large corporate firm to start her own business with the desire to establish and maintain quality client relationships and to strike a healthier work/life balance.
Winnie began her studies at James Cook University, and completed a Bachelor of Commerce in 1998. She achieved membership with (CPA) in 2004. Winnie was admitted to membership of the institute of Chartered Accountants in Australia (CA) after completing her studies in 2006.
Winnie has also successfully satisfied the requirements to be recognised by the Institute of Chartered Accountants in Australia as a Self Managed Super Fund Specialist. Winnie is a registered Tax agent with the Tax Practitioners Board of Australia, and holds a certificate of Public Practice from the Institute of Chartered Accountants in Australia.
As your first point of contact at the practice, Tamara manages all our customer relations and can provide you with copies of all compliance documentation and tax returns for financing applications. Tamara can book your appointment or answer any questions regarding invoicing and administers our Audit Shield Insurance program.
Sophie is a Junior Accountant, assisting Winnie with Tax and Accounting matters as she studies a Bachelor of Business/Commerce. You may receive an email from Sophie, as she follows up completion of your compliance work. Sophie is also a developing expert on Xero and MYOB Business Essential.