GREEN TAYLOR PARTNERS - Key Persons
David joined Green Taylor Partners in 2000, becoming a Principal of the firm in 2008. David holds a Bachelor of Business and is a member of the Australian Society of Certified Practising Accountants.
Prior to this, David gained valuable experience in small-medium enterprises while being employed in one of Victoria's largest regional accounting firms.
David's duties include…
David specialises in working with SME business owners, providing advice on business performance profit and cash flow maximisation, business start-ups, asset protection and capital gains tax planning.
David enjoys…
David enjoys spending time with his wife Caroline, exploring our magnificent country.
Emma joined the Green Taylor Partners team in November 2023 and is currently studying a bachelor of commerce majoring in accounting.
Emma's duties include…
Preparation of Business Activity Statements
Preparation of Income Tax Returns including individual, partnership, business, and company returns
Preparation of Financial Statements
General accounting support
Emma enjoys…
Outside of work, Emma enjoys spending time with her family and friends and doing fun things on weekends. Emma enjoys playing netball with her friends out at the Kalkee FNC.
Georgia joined Green Taylor Partners in August 2018, and completed her Bachelor Degree in Commerce Majoring in Accounting at Deakin University.
Georgia has completed her CPA program and is also an MYOB Certified Consultant.
Georgia's duties include…
Financial Statement & Income Tax Return preparation for a range of clientele
Business Activity & PAYG Instalment Activity Statement preparation, as well as attending to other ATO compliance lodgments
End of year Tax Planning
Software training, support & assistance with MYOB & Xero
Georgia enjoys…
Outside of work Georgia enjoys coaching and playing netball with Noradjuha Quantong and in summer months plays tennis. Georgia and her husband Jack have a daughter, Hallie, three English Staffies and two cats. Maintaining the household is a full time job in itself!
Georgia also enjoys running after work, as this helps Georgia switch off from the work day.
Georgia grew up on a farm in Lower Norton, just outside of Horsham. Her family are mixed livestock and cereal grain farmers.
Hannah joined the Green Taylor Partners in May 2014 working within our administration team and currently holds a Certificate lll in Business Administration.
Hannah's duties include…
Hannah's roles within Green Taylor Partners include:
Superannuation Fund & Audit Processing.
Answering the phones and general client servicing
ABN/GST/TFN registrations and amendments
Company and Trust establishment
Financial, Tax Return & BAS Compilation
General office duties
Hannah enjoys…
Outside of work Hannah lives on a farm with her Husband Matt and their daughter Ava, along with 2 dogs, a cat, chickens and turkeys.
Hannah enjoys playing basketball and netball, fishing and jet skiing in the summer, as well as camping and having bonfires. She also loves spending time with her family and friends, and exploring the Wimmera-Mallee region.
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Job Titles:
- Accountant
- Director
- in 2008 As a Cadet Accountant
Jess joined Green Taylor Partners in 2008 as a Cadet Accountant and in July 2018 became a principal of the firm.
Jess's duties include…
Jess enjoys assisting primary producer and small business clients to achieve their business and personal goals. As a Xero Certified Advisor and with years of experience using MYOB, BankLink and Quicken, Jess is passionate about helping clients find the right accounting software and making best use of the features.
Jess enjoys…
Away from the office Jess enjoys spending time with her husband Glenn and their dogs Ziggy and Tilly. At home you'll find Jess working in her garden, baking or making something in her craft room. Jess also enjoys spending time on the family farm at Nurcoung and clay target shooting.
Jessie joined the Green Taylor Partners team in December 2023 as a Cadet Accountant and will be studying for a bachelor of commerce majoring in accounting.
Jessie's duties include…
Business Activity Statement Preparation
Preparation of Individual and Business Income Tax Returns
Financial Statement Preparation
General accounting work
Jessie enjoys…
Outside of work, Jessie loves spending time with her family and friends, whether that be going away for a road trip or just catching up.
Jessie enjoys playing netball with Kalkee FNC and in the summer months playing basketball. In her spare time she likes to spend time with her two dogs, Alpha and Effie, as well as cook and go camping.
Job Titles:
- Receptionist & Administration Support
Jodie joined Green Taylor Partners in February 2001 and is an integral part of our Administration Team.
Jodie is the "face and voice" of Green Taylor Partners as she is your first point of contact when you visit or phone our office.
Jodie's duties include…
Jodie's job role includes:
Reception: greeting clients of general customer service
Costings & Debtors
End of month reports & processing
Tax lodgements & processing
Attending to all incoming phone calls
General office duties
Jodie enjoys…
Away from Green Taylor Partners Jodie enjoys visiting Melbourne to spend time with family and friends. Jodie is passionate about improving and renovating her home in Horsham, and spending time with her partner Simon.
Jodie also has a passion for gardening and walking & spending time with her beautiful Staffy Maya.
Job Titles:
- CEO of the SMSF Association
Karen joined Green Taylor Partners in 2003 and is a Chartered Accountant, holding a degree in Commerce (majoring in Accounting).
Karen's duties include…
Karen specialises in the areas of:
Financial Statement and Income Tax Return preparation for business clientele and primary producing clientele along with tending to their other business and accounting needs.
Business Activity & PAYG Instalment Activity Statement preparation
End of year Tax Planning
Bookkeeping advice
Providing software assistance to clients for Xero and MYOB
Karen enjoys…
Karen enjoys spending time with her Husband Brad and children Nathan & Danielle. They spend their time camping in the caravan.
Karen also enjoys spending time with friends and family, and spends time reading a wide range of books, and enjoys gardening. Karen has two dogs Odie & Scooby that they are busy chasing around and looking after their old cat Boo.
Kathryn joined Green Taylor Partners in 2009 as a cadet, after completing her studies as Dux of Goroke P12 College.
Kathryn completed her Bachelor of Commerce (majoring in Accounting) through Uni SA in early 2017.
Kathryn is a XERO certified Advisor and is also XERO Payroll certified.
Kathryn's duties include…
Kathryn's roles within Green Taylor Partners include:
Business Activity & PAYG Instalment Activity Statement preparation
Financial Statement & Income Tax Return preparation
End of year Tax Planning
Kathryn enjoys…
Outside of Green Taylor Partners Kathryn enjoys being outside and spending time with her family and friends, which includes her husband Greg, her three daughters Isabella, Charlotte & Millicent, and their two dogs, Elsie and Lexi - Greg is a little bit outnumbered in their household!
When not enjoying time with family, Kathryn loves to play netball with her friends down at Harrow Balmoral. Nothing beats a healthy bit of competition for Kathryn!
Kathryn is originally off a farm west of Goroke.
Kayla joined Green Taylor Partners in June 2011 as a Trainee.
Kayla holds a Certificate III in Business Administration.
Kayla's duties include…
Kayla's job role includes:
SMSF & Audit processing & preparation
Business Activity Statement & PAYG Instalment Activity Statement preparation
Financial Statement & Income Tax Return preparation
Buying & selling shares/share correspondence queries
General office duties
Kayla enjoys…
Away from Green Taylor Partners Kayla enjoys spending time with her family and friends, travelling around Australia & the world.
Kayla also enjoys playing Netball, Tennis & Golf.
Job Titles:
- Chartered Accountant
- Director
- Principal
Kerry joined Green Taylor Partners in 2006 and has been a Chartered Accountant since 2010. Kerry became a principal of the firm in July 2012.
Kerry also holds a double degree in Commerce and Management from the University of Ballarat (majoring in Accounting & Human Resource Management).
Kerry is a XERO certified Advisor and also XERO Payroll certified.
Kerry's duties include…
Kerry specialises in the areas of:
Financial Statement & Income Tax Return preparation for primary producer clientele
Financial Statement & Income Tax Return preparation for Self Managed Superannuation Funds
Financial Statement & Income Tax Return preparation
Business Activity & PAYG Instalment Activity Statement preparation
End of year Tax Planning
Kerry enjoys…
Kerry is married to Grant and has two daughters, Paige and Imogen. When Kerry's not at work she enjoys spending time with her family around the family farm.
They live on the family farm at Kalkee with her cat Shenzi, dogs Lu & Tess, and turtle Ted.
Kerry grew up on a rice farm north of Swan Hill and attended secondary school in Swan Hill. Kerry has two brothers, a sister and lots of nieces and nephews.
Lewis joined the Green Taylor Partners team in May 2022, and is currently undergoing further studies.
Prior to this, Lewis studied civil engineering at university in Melbourne before heading back to Horsham.
Lewis's duties include…
Preparation and processing of Business Activity Statements
Preparation of Financial Statements and Income Tax Returns for individuals, partnerships, businesses, and companies
Preparation of SMSF Financial Statements and Tax Returns
General accounting support
Lewis enjoys…
In Lewis' spare time, he enjoys going to the gym, playing sport, keeping physically active, listening to music, and hanging out with friends and family.
Matt joined Green Taylor Partners in 1996, becoming a Principal of the firm in 2000.
Matt holds a Bachelor of Business degree (majoring in Accounting and Finance), a Diploma of Financial Planning and is an affiliate member of the Chartered Accountants Australia & New Zealand. He is also a member of the Self Managed Superannuation Fund Professional Association of Australia.
Matt's duties include…
Matt specialises in the areas of:
Capital Gains Tax Strategies
Taxation Planning
Estate Planning
Retirement & Income Stream Planning
Superannuation Strategies.
Matt works mainly with small businesses, especially primary producers, as well as assisting SMSF Trustees meet their annual obligations.
Matt also spends a lot of time with clients addressing succession and estate planning issues, and using available capital gains tax relief.
Matt enjoys…
Matt is married to Jane and has 3 adult children.
He enjoys playing golf, watching horse racing, catching up with a close group of friends, as well as following the the Warrack Eagles FNC and the Carlton Football Club in the AFL.
Matt is also partial to Vanilla slice, pepper steak pies, and a pint of Guinness!
Natasha joined Green Taylor Partners in March 2002 and holds a Bachelor of Business (Majoring in Accounting & Marketing) and is a fellow member of CPA Australia.
Natasha's duties include…
Natasha specialises in the areas of:
Financial Statement & Income Tax Return preparation for primary producer & business clients
End of year Tax Planning
Business Activity Statement preparation
XERO and MYOB Software support and assistance
Natasha enjoys…
Outside of work, Natasha enjoys spending time with her son Jack and watching him play football for Noradjuha Quantong, going away to new destinations camping, fishing, kayaking, and learning how to drive off road!
She has a passionate love of horses and all animals, gardening, cooking, and sampling cheese and wine with friends!
Penny joined Green Taylor Partners in March 2001 and holds a Bachelor of Commerce (majoring in Accounting). Penny conducts the majority of her work from her home in Yaapeet with regular visits in to the office.
Penny's duties include…
Penny specialises in the areas of:
Financial Statement & Income Tax Return preparation for primary producer clientele
Self Managed Superannuation Fund Processing
Business Activity & PAYG Instalment Activity Statement preparation
End of year Tax Planning
Penny enjoys…
Away from Green Taylor Partners Penny enjoys playing tennis and netball, spending time in her garden and quality time with family and friends. Penny also enjoys helping her husband Troy on the family farm and waiting for that bumper harvest!!! Penny and Troy have three children and they enjoy trying to keep up with them as they continually grow and their interests expand.
Job Titles:
- Chartered Accountant
- Director
- Principal
- in 1997 As a Graduate Accountant
Rohan joined Green Taylor Partners in 1997 as a Graduate Accountant. Rohan became a Principal of the firm in 2003.
Rohan's duties include…
Rohan works with a varied number of clients, with a keen interest in Primary Production and Small Business.
His areas of expertise include:
General tax matters
Tax planning
Estate and Succession planning
Capital Gains Tax
Financial reporting
Rohan also has many years of knowledge with use in MYOB and Xero as well as many of the past legacy software packages and enjoys assisting clients and other team members in the usage of these programs.
Rohan enjoys…
In his spare time Rohan enjoys travelling, four-wheel driving, fishing, movies, and outdoors activities.
Rohan is married with two teenage children and enjoys spending time with them. Together with his family he is also passionate about Geelong Cats, LA Dodgers, Ford cars, and Toyota Landcruisers.
Job Titles:
- Chartered Accountant
- Director
Ryan joined Green Taylor Partners in February 2010 as a Cadet Accountant.
Ryan completed his studies obtaining his Bachelor of Commerce in 2016 through University for South Australia and became a Chartered Accountant in 2018.
In July 2021 Ryan became a Principal of the firm.
Ryan's duties include…
Ryan's roles within Green Taylor Partners include:
Business Activity & PAYG Instalment Activity Statement preparation
Financial Statement & Income Tax Return preparation
SMSF Financial Statement & Income Tax return preparation
Certified Partner and Payroll Specialist in Xero Accounting Software
Tax Planning
Ryan enjoys…
Outside of Green Taylor Partners Ryan enjoys spending time with his wife Jen, daughter Rylee and their two dogs Sansa & Loki.
Ryan is a songwriter, guitarist, bassist & vocalist and enjoys recording & performing music. Also, Ryan enjoys keeping fit in the gym with bodybuilding & powerlifting.
Sally joined Green Taylor Partners in July 2002 as a trainee.
Sally holds a Certificate III in Financial Services from Origin Group.
Sally's duties include…
Sally's job role includes:
Accounts Payable
Corporate Compliance - Managing ASIC requirements for companies.
ABN/GST/TFN/PAYG/FTC registrations and amendments
Company and Trust Fund establishment
Financial Statement, Income Tax Return & BAS collation
Liaising with the ATO
Sally enjoys…
Away from Green Taylor Partners Sally enjoys being involved with the Natimuk United Football/Netball Club, spending time with family and friends, reading and renovating her house.
Sally hails from Natimuk where she grew up on the family farm
Job Titles:
- Chief Investment Officer of the Motley Fool
Tilak joined the Green Taylor Partners accounting team in August 2021.
Tilak holds a Bachelor of Accounting.
Tilak's duties include…
Preparation of Business Activity Statements
Preparation of Income Tax Returns including individual, partnerships, business, and company returns
Preparation of Financial Statements
End of year Tax Planning
Answer various tax queries
Budgeting for small to medium size businesses
Tilak enjoys…
In Tilak's free time, he enjoys driving to different places around the region, hiking and trekking, watching movies and stand up comedies.
Vicky joined Green Taylor Partners as our Business Manager in October 2023.
Vicky's duties include…
Managing human resources
Director support with day-to-day business operations
Payroll
Vicky enjoys…
Outside of work, Vicky loves spending time with her family and friends. Vicky believes camping is definitely a must as many times a year as possible and she really enjoys living where she lives.
Job Titles:
- Accountant
- XERO Certified Advisor
Yishu joined the Green Taylor Partners accounting team in July 2023.
Yishu holds a Bachelor of Business - Accounting. Yishu is also a XERO certified Advisor.
Yishu's duties include…
Preparation of Business Activity Statements
Preparation of Individual and Business Income Tax Returns
Preparation of Financial Statements
General Accounting work
Yishu enjoys…
Outside the office, Yishu enjoys spending time with Family and Freinds, playing Table Tennis and Online games such as FIFA & PUBG. Yishu is also a very capable Carrom Board player.