Secure Client PortalOur people
Janet McLeod, Director – Janet has an MBA and a Masters Degree in Applied Taxation, she is a Chartered Accountant (CA SMSF Specialist). Her specialty is Small and Medium Business Strategic Management Advice, SMB Tax and Accounting and Self Managed Superannuation Funds. She is also a Reckon Software Accredited Partner..
Ken Oglesby, Director – Ken is a Chartered Accountant (CA SMSF Specialist), Chartered Tax Adviser, Certified Financial Planner and FPA Accredited Life Risk Specialist. He specialises in Small and Medium Business Management advice, SMB Tax and Accounting and Self Managed Superannuation Funds. Ken is an authorised Representative of SMSF Advisers Network Pty Ltd. AFSL 430062.
Keith Gourley, Team Member – Keith has a wealth of small business experience, having been a Bank Manager he has an insight into the difficulties small businesses face. During his career he has created a substantial group of contacts who can be of assistance to small businesses. A highly competative person who enjoys football tipping and the good life.
Angela Dunkley - Angela spreads her time between the local Community Bank, our Local Paynesville Business and Tourism Association and our office. She has a wealth of knowledge and assists with Admin in our Office