Meet Our Team
As Principal, Winnie has over 20 years of experience in public practice.
Leaving a large corporate firm to start her own business in 2010, 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 completing a Bachelor of Commerce in 1998. Achieving membership with CPA Australia (CPA) in 2004, then being admitted to membership of the institute of Chartered Accountants in Australia (CA) after completing her studies in 2006.
She is also recognised by the Institute of Chartered Accountants in Australia as a Self Managed Super Fund Specialist. Winnie is a Registered Tax Agent and holds a certificate of Public Practice from the Institute of Chartered Accountants in Australia.
Winnie’s straight forward creative communication style is what sets her apart from other Accountants, she cares for the outcomes achieved by her clients. A special passion is start up businesses and educating new business owners on the practice side of operating a business. She has a strong coaching background and applies flare when advising a very broad portfolio of clients.
Sophie is the go to girl in the office. She is a quiet yet outstanding achiever of the team. She is currently an undergraduate accountant with a very strong work ethic, striving to complete your compliance work in a very timely manner. She is excelling in her university studies and goes the extra mile. Sophie holds a Xero Certified Advisor qualification and is also proficient with MYOB, QBO and her attention to detail with your numbers is impressive.
Sophie assists clients with bookkeeping, BAS, payroll and lodgment of tax returns, with a smile and a friendly disposition.
A recent addition to our office, Beck is currently holdings two roles in our office, Administration Trainee and Undergraduate accountant, demonstrating her flexibility and eagerness to learn all aspects of an accounting career.
A bright and bubbly personality welcomes you in reception and over the phone for all client services enquiries. She is the first point of contact and keeps everything on track and running smoothly.
Beck is responsible for liaising with the ASIC and ATO on your behalf and is responsible for all general communications as well as following up with minor enquiries on behalf of the team at Whately Accounting.