ACCOUNTPLAN - Key Persons
Eden has over 5 years' experience in the Bookkeeping, HR and Payroll Industry and joined the Accountplan team in 2021.
Eden loves nothing more than helping a small business owner achieve greater efficiencies within their business via
Job Titles:
- Financial
- Financial Advice Manager
Ingrid Liddy brings to our team 20 years' of experience in the Financial Services Industry, predominately in Management and Financial Planning administration.
Ingrid provides assistance to clients, product providers and colleagues with all administration and transactional Financial Planning tasks. Above all Ingrid is committed to providing excellent customer service to in all aspects of her role.
Ingrid holds a Diploma of Financial Planning along with a Certificate in Business Administration.
Jodie has 20 years' experience in the Accounting industry and has been with Accountplan since completing her Accounting degree with QUT
Jodie has significant expertise in assisting small to medium sized businesses with accounting services, guidance and advice. Jodie specialises in Tax planning and structures, Self-Managed Super Funds , Family Day Care, Clubs and Associations.
Jodie is a Registered Tax Agent, a Fellow Member and Public Practice Certificate Holder of the Institute of Public Accountants (IPA)
Job Titles:
- Administration
- Administration, Bookkeeping
Katrina has 20 years' experience in the Accounting industry and joined the Accountplan team in 2019.
After enjoying many successful years in accounting practice management Katrina joined Accountplan seeking more direct client engagement by way of bookkeeping and tax return completion.
Katrina will play a large role in our annual tax season and in between keeps her skills sharp by assisting Eden Kinderman in the bookkeeping duties of our business.
Katrina completed Diplomas in Accounting and Business Studies in her native New Zealand prior to relocating to Australia in 1999
Job Titles:
- Administration & Reception
Louise has over 30 years' experience in the reception, office administration and bookkeeping - most of this has been in the accounting environment.
In addition to holding primary responsibility for our busy front of office, Louise also manages all corporate compliance matters for our clients:
annual ASIC renewals
company & trust minutes
the set up of new corporate structures through ASIC including companies, trusts and Self Managed Super Funds
Job Titles:
- General Manager
- Group General Manager, Mortgage & Finance Broker
Mick has over 30 years experience in the Australian Banking industry throughout Northern NSW, SE QLD and the NT.
After cutting his teeth on small business finance, much of Mick's latter banking career was spent in the provision of commercial funding to larger companies and corporates across a wide range of industries.
Since joining the Accountplan in 2017 Mick has particularly enjoyed assisting clients with a wide range of personal finance needs including Home Loans, Investment Loans, Personal Loans and Car Finance.
Mick is MFAA Accredited and is a credit representative 495495 of BLSSA Pty Ltd, ACN117651760 (Australian Credit Licence 391237)
Job Titles:
- Senior Accountant
- Registered Tax Agent
Monique has over 14 years' experience in the Accounting and Taxation Industry and has been with Accountplan since 2006.
For medium to large-sized businesses, Monique has expertise in providing comprehensive accounting services, including individual, partnership, company and trust income tax returns. Monique particularly enjoys working closely with clients in asset protection, business set-up and tax effective structuring.
Monique is a Registered Tax Agent and holds a Bachelor of Business with a major in Accounting from Griffith University, and is a Member of CPA Australia
Rohit Maheshawari has over 15 years' experience in the Financial Planning industry. As well as being a Certified Financial Planner, Rohit as an array of further specialist studies including, Aged Care accreditation, Self-Managed Superannuation Funds, and Margin Lending.
Tahni had already acquired over 10 years' experience in the Accounting and Taxation Industry prior to joining the Accountplan team in 2022. The last 5 years of this was spent operating her own accounting business at North Lakes.
This experience has armed Tahni with an incredibly strong ability to relate to small business owners, this is from those just starting up right through to established businesses requiring guidance around structuring and tax planning.
Tahni is a Registered Tax Agent, holds a Bachelor of Accounting and is a Member of the Institute of Public Accountants (IPA)