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…

Melanie Richardson

Melanie can answer those difficult questions as well as helping with your general compliance needs. She’s one of our self-managed superannuation fund experts, and has specialised experience in the rural sector. She’s a big believer in lifelong learning, and takes every opportunity to learn and share her knowledge.

Qualifications:

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

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

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…

Ian Wheeler

Strong client relationships are the backbone of Ian’s approach. He is a realistic and practical problem solver with more than 20 years’ experience. He provides customised services, including taxation and superannuation advice, to help Tasmanian businesses and families develop effective solutions.

Qualifications:

Bachelor of Commerce (Deakin University)
Fellow of the Chartered Accountants Australia and New Zealand
Fellow of the Institute of Public Accountants
Registered Tax Agent

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