James Watson

James works with a wide range of clients across the commercial business sector, as well as with individuals and family clients.

He understands that not everyone has time for the ‘joys of number crunching’ and prides himself on delivering information and advice in an effective and easy to understand communication style that is greatly appreciated by clients.

James’ expertise includes navigating the complexities of Self-Managed Superannuation Funds (SMSF). Combined with thorough knowledge of the ever-changing tax environment, James is committed to helping his busi…

Karen Banks

Karen is highly recognised for her expertise in estate taxation, working collaboratively with clients to provide advice and solutions in this important and often sensitive area of business.

Having started her career in the banking and finance sector, Karen then moved to a trustee company where she held executive assistant positions working with the CEO and investment divisions.  She then progressed into financial accounting working closely with the Chief Financial Officer. Whilst continuing her study in accounting part-time Karen then moved into the specialist area of t…

Jay Bowden

Jay learnt the foundations of teamwork and small business growing up on the rolling paddocks of the Huon Valley picking apples in his grandfather’s orchard. This experience in his formative years planted the seed for Jay to pursue a career with a focus on helping individuals and businesses succeed in meeting their own goals.

Jay is passionate about working with his business clients to create efficient processes and tailored solutions that allow the client to focus on their business needs with peace of mind. He has extensive experience using a range of accounting softwa…

James Day

James works with business clients from a wide range of industries, including agricultural, professional services and the retail sector. He enjoys developing an ongoing relationship with his clients, guiding them through all stages of their business/investment cycle.

In addition to strong technical abilities and knowledge, James is known for his keen eye for details and client focused communication skills. These skills are also highly valued by James’ individual and family client base, where his work involves providing advice and managing taxation needs.

James has a …

Agnes Gondek

Agnes joined WLF Accounting & Advisory in October 2018, and has continued to grow her expertise and build her knowledge, working with a broad range of clients across many industries. She is a member of the Chartered Accountants Australia and New Zealand, receiving her qualification in December 2021.

Agnes’ role in our Business and Personal Advisory division sees her working closely to support her clients, including advising on how to responsibly minimise their tax, providing compliance services and advice, and working to deliver accounting solutions that meet their…

Nathan Percey

Nathan prides himself on building strong relationships with his clients and is committed to providing high quality services to meet client needs and help them achieve their goals.

Nathan’s expertise spans across a broad range of industries including manufacturing, medical and physiotherapy practices, construction, hospitality, and agriculture. His ability to work with clients to identify the source of their challenges, and provide solutions to overcome them, is highly valued by his clients and is of great benefit to the firm.

Nathan actively assists businesses to ut…

Rachel Mendlik

Rachel is our in-house MYOB and Reckon Accounts (formerly Quickbooks) guru. She’s a Xero Certified Advisor and offers accounting support for small businesses and not-for-profit organisations. She’s also experienced in taxation advice for businesses, individuals and deceased estates and has been involved in private company member voluntary liquidations.

Qualifications:

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

To contact Rachel phone 03 6223 6155 or email Rachel.Mendl…