Oliver Barta

Oliver has built a reputation for his collaborative approach, partnering closely with his clients to help them realise their goals, and position themselves for success, whether in business or in their personal lives.

His expertise in tax strategy, financial forecasting and business improvement is highly regarded and his clients span a wide variety of industry sectors. From providing advice to clients on establishing successful businesses, through to restructuring, succession planning and business sales, Oliver is focused on working collaboratively and delivering solution…

Nick Carter

Nick is always looking for ways to help his clients improve their effectiveness. He has a strong understanding of key business processes and the analytical skills to review processes, systems and controls. As well as internal and external auditing, Nick has high-level financial and corporate reporting skills.

Qualifications:

Bachelor of Commerce (University of Tasmania)
Member of the Chartered Accountants Australia and New Zealand
Registered Company Auditor

To contact Nick phone 03 6223 6155 or email [email protected]…

Joanne Doyle

Joanne knows that the real value of an audit isn’t in looking back – it’s using the insights to improve systems and processes for the future. Her solutions are realistic and straightforward, meaning you get maximum benefit. Joanne’s expertise covers all the essentials, including statutory auditing, probity advice, process improvements and due diligence reviews.

Qualifications:

Bachelor of Commerce (University of Tasmania)
Fellow of the Chartered Accountants Australia and New Zealand
Member of the Institute of Company Directors
Certified Trainer
R…

Dean Johnson

Dean provides specialist business, accounting, taxation and compliance advice for companies, trusts and partnerships across a broad range of industries. With strong commercial experience and thorough knowledge across all areas of tax, he is passionate about understanding the key drivers in your business and working with you to maximise performance.

Through a program of recognised practical experience and study, Dean is accredited by Chartered Accountants Australia and New Zealand as a Business Valuation Specialist.

Dean grew up in Hobart and has a deep understanding o…

Simon Jones

Simon takes an active role in his client relationships. His strong coaching skills shine through in his work ethic, always going the extra mile to help clients implement solutions. Simon is able to see the bigger picture as well as the immediate need, and always takes a strategic approach to helping clients achieve their goals.

Qualifications:

Bachelor of Commerce (University of Tasmania)
Member of the Chartered Accountants Australia and New Zealand

To contact Simon phone 03 6223 6155 or email [email protected]…

Alicia Leis

With more than 20 years of experience in the audit and consulting environments, Alicia specialises in internal audit, governance, process reviews and risk management.

Alicia’s impressive technical and interpersonal skills let her clients know they are in safe hands. She has a strong interest in process enhancement and is always helping her clients to identify areas for improvement and efficiency, as well as proactively address future challenges.

Key areas of expertise

Internal audit
Risk management and governance
Process evaluation, including ef…

Paul Lyons

Paul provides specialist and targeted advice for small to medium-sized businesses in an array of industries and sectors, both at an operational and strategic level.

Having grown up in a small business family, he understands the challenges and rewards of running a business.

Paul also works with many private individuals and family groups. He takes pride in going the extra mile to truly understand his clients’ needs and is committed to delivering practical advice and solutions that set his clients up for success. Paul he is highly regarded as one of Tasmania’s leadin…

Marg Marshall

Marg is a passionate, results driven Chartered Accountant and taxation specialist, who has a strong commitment to her community.

Throughout her career, Marg has built a reputation as one of Australia’s foremost experts in taxation. Marg is regularly engaged to present at local and national conferences and seminars. Her professional commentary is also in demand from media and as a panellist speaker.

At the start of 2023, Marg was appointed President of The Tax Institute, an organisation that she has been a member of for 9 years and previously served as Vice-President…

Chase McConnon

Chase has been actively involved in a number of team sports since early childhood, and believes that contributing to team success is the best type of reward. He knows that success doesn’t always come easily and achieving your goals usually requires hard work and commitment.

This is a principle that Chase applies in his career as well, working with his clients to provide solutions that will achieve the outcomes they need, both now and into the future. Chase works with a variety of clients, including small to medium businesses, not for profit entities, and individual and…

Rebecca Meredith

Rebecca works in the external and internal audit space, across a broad range of industries, with a specialised understanding of the banking, superannuation and not for profit sectors.

Rebecca’s not for profit experience includes working with clients in the health care, disability support, aged care and childcare sectors.

Rebecca ensures compliance needs are met properly, every time. Her warm personality helps build rewarding client relationships focused on identifying opportunities for improvement.

Key areas of expertise

Statutory reporting
Risk…