JOHNSONS MME FINANCIAL ADVISORY - Key Persons
Job Titles:
- Member of the Senior Management Team
Originally from Deniliquin, Aidan commenced with Johnsons MME in 2012. He completed his Bachelor of Business (Accounting/Finance) with distinction from Charles Sturt University in Wagga Wagga and was admitted to the Australian Institute of Chartered Accountants in 2013. He was appointed as a Manager in July 2016 and serves on the Chartered Accountants Albury/Wodonga regional committee.
Aidan became a Director of Johnsons MME on 1 July 2023.
Aidan leads our Business Performance team, utilising his skills and experience to support our clients with unlocking the full potential of their business.
Overseeing our Finance Strategy and Digital Experience services, Aidan assists clients to adopt modern technology-based solutions to improve decision making by achieving efficiency and accuracy in their business processes.
He works with clients of varying size and in a range of industries including:
land development
corporate agriculture
transport
construction & trades
Not-for-Profit sectors
Alison commenced work with the former firm Coopers & Lybrand in 1995 after completing a Bachelor of Business (Accounting) at Charles Sturt University in Albury. She was admitted to the Institute of Chartered Accountants in 1998.
Alison works in the area of business and taxation services as an Assistant Manager using her skills to help and guide a wide range of clients particularly within the local primary production industry. She is originally from Khancoban.
Job Titles:
- Business and Taxation Services
Annie works in business and taxation services working with a range of clients including non-for-profit organisations, licensed clubs, community service providers and restaurants. Annie's main focus area is in finance strategy and performance by being involved as an internal finance function, high level reporting and mentoring clients in accounting processes and the use of accounting software.
Outside of work, Annie enjoys spending time with her family in both Albury and Deniliquin.
Job Titles:
- Business and Taxation Services
Cameron joined Johnsons MME as an assistant accountant in July 2015 after working in hospitality through University. Cameron completed a Bachelor of Business (Accounting) at Charles Sturt University Albury/Wodonga and has completed his Chartered Accountants course.
Cameron primarily works in business and taxation services working with a wide range of clients, particularly from the primary production, construction & transport industries.
Cameron has grown up in Albury and enjoys spending time with his family and playing golf at the Albury Golf Club.
Job Titles:
- Member of the Senior Management Team
Chad, born in Myrtleford, completed his Bachelor of Business (Accounting) at Charles Sturt University Albury/Wodonga and was admitted to full membership of CPA Australia in 2010. He commenced work with Johnsons MME in 2011 as a Supervisor and was promoted to Manager in 2014.
Chad became a Director of Johnsons MME on 1 July 2023.
Chad works in the area of business and taxation services, using his skills to assist and guide a wide range of clients particularly those in the transport, construction, manufacturing and primary production industries. With an understanding of key business and taxation issues including succession planning, Chad provides an opportunity for businesses to achieve their goals, no matter where they are in their business lifecycle.
Job Titles:
- in 2014 As an Assistant Accountant
Lottie was born and raised in Finland but calls herself an Albury local since 2011.
Lottie joined Johnsons MME in 2014 as an assistant accountant, and specialises in Self-Managed Superannuation Funds.
Job Titles:
- Director
- Member of the Senior Management Team
Dale, from Myrtleford, was first employed by Johnsons MME in July 2003 as a Junior Accountant. He was appointed as a Manager in July 2012 and then a Director of Johnsons MME on 1 July 2018.
Dale completed his Bachelor of Business (Accounting) in 2008 and was admitted to the Chartered Accountants Australia & New Zealand in 2010. He also holds a Diploma in Sustainability which he gained in 2011.
Dale works in the area of business and taxation services, using his skills in these areas to assist and guide a variety of clients. He is also called upon at times to help with work in connection with carbon and sustainability business services.
Dale has represented the Albury Northside Chamber of Commerce on the Sustainability Advisory Committee with Albury City and is the chair of the Chartered Accountants Australia & New Zealand Albury Wodonga Group. He also has a new interest in Digital Currency.
Danny is a Financial Advise r of Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033 and is authorised to provide advice on behalf of Johnsons MME Financial Advisory.
Danny is a Chartered Accountant (CA) and a Fellow of Chartered Accountants Australia & New Zealand (CAANZ), a CA ANZ Self- Managed Superannuation Fund Specialist, and is an accredited Self-Managed Superannuation Specialist with the Self-Managed Superannuation Fund (SMSF) Association.
Danny has completed a Bachelor of Business (Accountancy) and superannuation advisory studies with Kaplan Professional Education and has been working in Financial and Business Services since 1990.
Danny has extensive experience in providing personalised advice in relation to small business advisory, taxation advice, business and succession planning, Self-Managed Superannuation Funds (SMSF's), administration and compliance, retirement, and estate planning.
Job Titles:
- Director
- Member of the Senior Management Team
Originally from Yarrawonga, Gary completed all his education in Yarrawonga, finishing with his final two senior years at Galen College Wangaratta.
Gary received his Bachelor of Commerce in 1985 after studying at the University of Melbourne. He also became a member of the Institute of Chartered Accountants in Australia in 1991.
Gary commenced work with our antecedent firm, Coopers & Lybrand in January 1985 as an auditor, progressing to the role of audit manager by 1990. After a short time overseas, Gary transferred to business services and now focuses on advising small and medium businesses in taxation and other business related matters.
Gary was first admitted as Partner in 2000 and was the Managing Director at Johnsons MME from 2011 to 1 July 2022.
Gary deals with a wide range of clients, including primary producers, transport operators, builders, motor vehicle dealers, irrigation operators, estate and stock & station agents, licensed premises, legal practitioners and medical professionals, as well as investor clients.
Gary has been involved in negotiations with Treasury and senior ATO Officers regarding various taxation issues including complex CGT matters for both small and large businesses alike. Gary has also done several presentations to various industry groups, focusing on taxation or other business related matters.
Job Titles:
- Director
- Member of the Senior Management Team
- Senior Financial Adviser
- Certified Financial Planner
- Director / Financial
- Director, Senior Adviser, and Head of Technical Strategy and Investments for Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033
Grant is a Director, Senior Adviser, and Head of Technical Strategy and Investments for Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033 and is authorised to provide advice on behalf of Johnsons MME Financial advisory.
Grant is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia, an accredited Self-Managed Superannuation Fund Specialist with The Self-Managed Superannuation Fund Association (SMSFA) and is a registered with ASIC as a Qualified Tax Relevant Provider. He has completed a Bachelor of Business (Accounting) and Post Graduate Diploma in Finance (Financial Planning) with FINSIA.
Grant provides personalised advice in relation to investments and strategy, retirement planning, direct shares, superannuation including Self-Managed Superannuation Funds (SMSF's), estate planning, personal and business insurances, and Centrelink.
Grant specialises in providing advice on all aspects of Self-Managed Superannuation Funds (SMSF's) and portfolio construction for high net wealth clients.
Grant is able to provide advice to retail and wholesale investors on the following:
Deposit and payment products
Debentures Stocks or Bonds issued or proposed to be issued by a government
Interests in Managed Investment Schemes including investor directed portfolio services
Retirement Savings Accounts
Securities
Superannuation, including Self-Managed Superannuation Funds (SMSF's)
Personal Insurance
Margin Lending
Grant commenced with Johnsons MME in 2008 as a manager in our financial advisory division and has been working in financial services since 2002. He became a Director on 1 July 2021.
Grant's qualifications include a Bachelor of Business (Accounting), he has a Diploma in Financial Services from Deakin University and Post Graduate Diploma in Financial Services (Financial Planning) from FINSIA. He is a Certified Financial Planner (CFP) and SMSF Association member and accredited SMSF Specialist Advisor.
Grant enjoys meeting people and helping them plan their financial future. His areas of expertise include superannuation, self-managed superannuation funds strategy and planning, retirement planning, aged care, and wealth creation strategies.
Once strategy is optimised, Grant also works with clients to construct tailored investment portfolios, incorporating direct shares, managed funds and other listed and unlisted investments.
Job Titles:
- Manager
- Business Services
Jane grew up in Allans Flat on a beef cattle farm. She completed her Bachelor of Business/Accounting degree at Charles Sturt University in 2003 and Graduate Diploma of Charted Accounting in 2015. She is also a Member of Chartered Accountants Australia & New Zealand. Jane commenced working at Johnsons MME in April 2016.
Jane is a Manager in business and taxation services and assists a wide range of clients particularly those in construction and primary production.
Job Titles:
- Accountant in April 2019 After Four Years With the Australian Taxation Office
- Business and Taxation Services
Jason joined Johnsons MME as an accountant in April 2019 after four years with the Australian Taxation Office.
He has completed a Bachelor of Commerce (Finance) and Bachelor of Science (Mathematics) through UNSW, and in 2020 completed his Master of Professional Accounting through Swinburne University of Technology.
In his time at Johnsons MME, Jason has worked with a range of clients, including not-for-profits, mining services, freight, and agriculture.
Job Titles:
- Assistant Manager
- Financial Adviser
- Financial Advisory
John is a Financial Adviser with Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033 and is authorised to provide advice on behalf of Johnsons MME Financial Advisory.
John is a financial adviser and assistant manager of Johnsons MME Financial Advisory. He has completed a Post Graduate Diploma in Financial Planning in 2020, a Bachelor of Business (Marketing/Finance) in 2016 through Charles Sturt University and is registered with ASIC as a Qualified Tax Relevant Provider.
John has been working in financial planning since 2010, began his career at Johnsons MME Financial Advisory in 2018 and completed his provisional financial adviser period 30 June 2021.
John provides personalised advice in relation to investments and strategy, wealth accumulation retirement planning, direct shares, superannuation, and Centrelink.
John is able to provide advice to retail and wholesale investors on the following:
Deposit and Payment Products
Debentures, Stocks or Bonds issued or proposed to be issued by a government
Interests in Managed Investment Schemes including investor directed portfolio services
Retirement Savings Accounts
Securities
Superannuation
Personal Insurance
Margin Lending
Job Titles:
- Chartered Accountant
- Business Services
Joy was born in Albury and grew up on a farm in Brocklesby. She attended Albury High School and after completing her higher school certificate, she commenced a traineeship with Coopers & Lybrand in Albury. She spent her first two years working full-time and studying part-time at Riverina College of Advanced Education (now Charles Sturt University). She then moved to Wagga to complete her degree full-time and thereafter returned to Albury to take up a position at Coopers & Lybrand.
Joy is a Chartered Accountant and a member of the Taxation Institute. She is an Assistant Manager working in business and taxation services for a wide range of clients. She also assists in providing valuation services and fringe benefits tax advice.
Outside of work, Joy plays tennis and tries to get to the gym. She also loves to travel.
Job Titles:
- Business & Taxation Services
Originally from Mansfield, Kristian completed his Bachelor of Business at RMIT in 1986. Initially working for Insolvency firm Neville Bird Clarke & Co before moving to KPMG working in Business Services focusing on tax and small business, and becoming a Member of Institute of Chartered Accountants in 1993.
In 1995 he joined Chisholm Partners (formerly Heslop & McLeish) Chartered Accountants in Wangaratta as Manager, then progressing to partner in 1999 and continuing in this role until 2021. Kristian has serviced a wide range of clients, including primary production, construction, medical practitioners.
Married to Jackie, a father of 5 and grandfather of 2, he is looking forward to spending more time in the outdoors with family.
After serving as president, treasurer, board member, league delegate, coach, umpire, water boy and everything in between Kristian was made a Life Member of Wangaratta & District Junior Football League in 2011.
Liz was born in Melbourne but moved to Albury with her parents as a child. Liz attended primary and secondary school in North Albury before embarking upon a Traineeship with Coopers & Lybrand in Albury in 1987. The following year, Liz started her Bachelor of Business (Accountancy) at the Charles Sturt University Albury campus; a qualification she completed in 1991.
Melbourne beckoned Liz and she departed Coopers & Lybrand to work for a boutique accounting firm in South Yarra for two years. She returned to the fold in August 1994 and has completed over twenty years of service.
Liz's current role as Assistant Manager has her working in the area of Business and Taxation Services for a variety of clients. Outside of work, Liz keeps busy playing tennis, indulging in travel and supporting her favourite AFL team, Geelong.
Job Titles:
- Member of the Senior Management Team
Michael grew up on a sheep and cattle farm in Leneva, which his parents continue to operate to this day.
Michael started at Johnsons MME in January 2004 after completing his schooling in Wodonga. Subsequent qualifications include a Bachelor of Business (Accounting/Business Management) from Charles Sturt University, as well as being a Member of the Institute of Chartered Accountants.
Michael works in the area of business and taxation services, providing ongoing assistance to a range of clients from various industries, including farming operations, transport businesses, investment clients, builders and contractors to name a few.
Michael has a strong involvement with the sport of hockey in the area, previously holding the position of Director of Finance on the Hockey Albury Wodonga association board, as well as being President, Treasurer, and a general committee member from time to time with his local club, the Wodonga Hockey Club.
Job Titles:
- Business and Taxation Services
Nick joined Johnsons MME in April 2013 after graduating from Charles Sturt University in Albury/Wodonga with a Bachelor of Business (Accounting), and in 2022 became a member of the Institute of Chartered Accountant Australia and New Zealand.
Nick predominantly works in Audit and Assurance and has experience in supervising and managing audit engagements in various industries, including local government, health, manufacturing, construction, aged care schools, registered licensed clubs and not for profit organisations.
Outside of work Nick enjoys spending time with his young family, and is actively involved in sporting clubs including the Lavington Panthers Football Club and Albury Cricket Club.
Job Titles:
- Managing Director
- Member of the Senior Management Team
- Business Services
Paul Goonan was born in Myrtleford and completed his schooling locally at St Mary's Primary School and Marian College. Through his childhood experiences in Myrtleford, Paul has a well-honed passion and commitment to regional communities and businesses.
Paul was employed by Coopers & Lybrand, Johnsons MME's antecedent firm, in July 1993 as a trainee accountant. He started his accountancy career studying at Charles Sturt University in Albury while working and was admitted as a Chartered Accountant in May 2000. Paul qualified as a Certified Internal Auditor in June 2009.
Paul was made a Partner of Johnsons MME on 1 July 2010. Paul's expertise is in business advisory services and internal audit. Paul is interested in sustainable business services and has been instrumental in introducing a number of new ideas to the Johnsons MME office to reduce operating costs, positive environmental outcomes and develop our carbon accounting service offerings.
Paul has undertaken a number of coaching assignments working with businesses to set goals and implement strategies to achieve those goals.
Originally from Deniliquin, Pauline commenced a traineeship with the former firm Coopers & Lybrand in 1997. She completed her Bachelor of Business (Accounting) from Charles Sturt University and was admitted to the Australian Institute of Chartered Accountants in 2006.
Pauline works in the area of business and taxation services as an Assistant Manager. She has recently returned to Johnsons MME after an extended maternity leave break.
Outside of work Pauline enjoys spending time with her family including her husband, Paul and their 4 active boys.
Job Titles:
- Certified Financial Planner
- Financial
- Senior Financial Adviser With Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033
- Senior Financial Adviser, SMSF Specialist, Manager
Rebecca is a Senior Financial Adviser with Johnsons MME Financial Advisory Pty Ltd ABN 30 141 828 033 and is authorised to provide advice on behalf of Johnsons MME Financial Advisory.
Rebecca is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA), an accredited Self-Managed Superannuation Fund Specialist with The Self-Managed Superannuation Fund Association (SMSFA) and is registered with ASIC as a Qualified Tax Relevant Provider.
Rebecca has completed a Bachelor of Business with Victoria University of Technology, an Advanced Diploma in Financial Planning, and is a graduate of the Australian Institute of Company Directors and has been working in the industry since 1999.
Rebecca provides personalised advice in relation to retirement planning, wealth accumulation, superannuation, estate planning, personal insurance, and Centrelink.
Rebecca is able to provide advice to retail and wholesale investors on the following:
Deposit and Payment Products
Debentures, Stocks or Bonds issued or proposed to be issued by a government
Interests in Managed Investment Schemes including investor directed portfolio services
Retirement Savings Accounts
Securities
Superannuation, including Self-Managed Superannuation Funds (SMSF's)
Personal Insurance
Margin Lending
Job Titles:
- Director
- Member of the Senior Management Team
Rod was born in Holbrook and after his school days in Leeton and Albury, he completed his accounting degree at the Riverina College of Advanced Education in Wagga Wagga. Rod was admitted to the Institute of Chartered Accountants in Australia (now known as Chartered Accountants of Australia and New Zealand) in 1983 and was advanced to the status of a Fellow of the Institute in 1996, recognising his contribution to the profession and his community involvement.
Rod became a partner in the Albury office of Coopers & Lybrand in 1987, and he remained as a partner of PricewaterhouseCoopers following the merger of the two big 4 accounting firms. He was the Managing Partner of the firm for 12 years, including at the time Johnsons MME became a locally owned practice in 2000.
After an illustrious career spanning decades of dedication and expertise, Rod retired on 1 July 2023
Rod practiced in the Business Services division of the firm, providing tax and business advice to emerging family owned business clients in a diverse range of industries. He has wonderful clients in the farming, manufacturing and building industries and provides the full range of services to those businesses.
Rod has a particular strength in succession planning involving restructuring and business planning, being able to build relationships with the different generations within family groups to enhance the likely success of the process.
He is involved in providing advice to businesses on structures, taxation, and strategies for improved business outcomes.
Rod has a strong belief in the local region. His decades of strong involvement in Ovens & Murray Australian Rules attest to that. Rod has held the role of Chairman of Selectors for the North Albury Football Club and the Ovens & Murray Representative team and he has also been a selector at Victorian Country level. He is a life member of the North Albury Football Club. He now currently sits on the Board of the Albury Race Club.
Job Titles:
- Business and Taxation Services
Ryan joined Johnsons MME in September 2006 and has since gone on to work closely with a range of clients from various industries such as primary production, construction, retail and transportation.
Ryan predominantly works in business and taxation services and became a member of Chartered Accountants Australia and New Zealand in 2015.
Job Titles:
- Member of the Senior Management Team
Job Titles:
- Member of the Senior Management Team
- Director / Audit and Assurance Services
Stephen was born in Bendigo but moved with his family to Wodonga at an early age. He attended Wodonga Primary School and Wodonga West High School, before moving to Melbourne to complete his university studies at Victoria University. He graduated there with a Bachelor of Business in 1993.
Stephen continued his studies and became a Certified Practising Accountant in 2003, a Registered Company Auditor in 2004 and a Certified Internal Auditor in 2005. Stephen is also a registered Greenhouse Energy auditor and a registered SMSF Auditor.
While completing his studies in Melbourne, Stephen commenced working at Ernst & Young, before returning to Albury and joining Coopers & Lybrand, our antecedent firm, in August 1993, as an accountant in the audit division. He was promoted to manager in 1997 and admitted as a partner to Johnsons MME in 2004. Stephen works fully in our Audit and Assurance division as the Lead Engagement Partner on a number of our audit clients.
Stephen is married to Michelle and has four children. He spends a lot of his time following his children in their own sporting pursuits, but also has a keen interest in his own leisure activities of Wodonga Raiders Football/Netball Club, horse racing and the Hawthorn Football Club.
Following on from his leisure time activities, Stephen is currently coaching junior football sides for Wodonga Raiders and is an active member of the Wodonga Raiders Past Players Committee, and is Deputy Chair on the AFL North East Border Commission.
Job Titles:
- Member of the Senior Management Team
Job Titles:
- Business and Taxation Services
Originating from Cootamundra, Tash has a Bachelor of Business (Accounting) from Swinburne University of Technology and works in business and taxation.
Tash works with clients from a range of industries and is particularly passionate about supporting small and medium businesses and their owners to achieve their personal and professional goals by exploring growth and sustainability strategies. In addition to her work with clients, she is also enthusiastic about corporate culture, driving high-performing teams and fostering a positive work environment.
Outside of work, Tash enjoys being active in the local sporting community, including coaching and playing at the Corowa Cougars Rugby League Club and participating in social sports including Albury touch football, netball, and volleyball.
Job Titles:
- Business and Taxation Services
Tonia works in the area of Business and Taxation services as an Assistant Manager. Originally from Oaklands, she is particularly interested in the area of primary production. She completed a Bachelor of Business (Accounting) at Charles Sturt University in 2006.
In her spare time Tonia enjoys getting outdoors, staying fit and spending time with her family.
Job Titles:
- Business and Taxation Services
Tracy started at Chisholm Partners in July 1992 after completing her schooling in Wangaratta. She completed a Bachelor of Business (Accounting) in 2001 from Charles Sturt University Albury, and became a Member of the Institute of Chartered Accountants in 2004.
Tracy works in the area of business and taxation services, using her skills to assist and guide a wide range of clients particularly those in the transport, construction, engineering and primary production industries.
Job Titles:
- Business and Taxation Services
Will moved to the region in 2008 originally from Hay. He started with Johnsons MME in 2017 after completing school in Wodonga. Will has completed a Bachelor of Accounting (Finance) at Charles Sturt University Albury/Wodonga.
Will works in business and taxation services helping a range of clients with both compliance and daily business management services.
Will is involved with our social club committee and enjoys playing football at his local club Yackandandah on the weekends.