MARDI JONES - Key Persons
Erin joined MJ Accounting in December 2016. Erin has worked in the accounting industry since 2011, and also for one year in financial services regulation in London for the UK's Financial Conduct Authority. She completed a Bachelor of Business majoring in Accounting with Charles Sturt University in 2012, and is currently part way through her CPA Program studies. Erin is experienced with MYOB and is Xero Certified. Erin's experience has given her strengths in Accounts Payable, reconciliations, cashflow and budgeting.
Helen has over 25 years' experience in administration and reception work, mainly in the health industry. For the last 6 years Helen has been responsible for handling the administration and general running of the Melbourne office.
John Templeton is a financial advisor, currently an Authorised Representative with Synchronised Business Services Pty Ltd. John began his career in 1983 and is well established as a Risk Insurer adviser. John is well respected in the financial services industry and has built strong professional relationships with various life offices over the last 35 years. We are pleased with this new valuable addition to our team where we can draw on his wealth of knowledge and experience and ensure that our clients' needs are well supported. John specialises in superannuation and insurances - Life, Income Protection, Critical Illness and TPD.
Job Titles:
- Admin & ATO Liason
- Ex ATO Officer
Julia is an ex ATO officer. Julia has 35 years management and hands on experience in income tax and superannuation guarantee compliance. She has also been a small business owner. As well as provided free book work using MYOB to both sons for trade businesses at various stages of their careers. Julia has a Certificate in Superannuation Principles and Practices (ASFA), Cert IV Small business Management. Julia is currently working as an admin assistant and ATO liaison for MJ Accounting. Principally actioning ATO mail items and negotiating payment arrangements for clients.
Reece joined the MJ Accounting team in February 2015. He has been in the tax and accounting industry since 2010. Reece's professional credentials include a Bachelor of Accounting with a joint study in Marketing from Charles Sturt University. He also has Certificate III in Financial Services from Albury Tafe. Reece is experienced in cloud accounting software such as Xero and QuickBooks Online, in which he is a certified advisor for both programs. He is also very experienced to use your standard software such as MYOB and Reckon. Reece has extensive knowledge of tax and accounting as he has spent many years in the Australian Taxation Office and also public accounting practices.
Sharon's experience and knowledge across all facets of bookkeeping and accounting is second to none as she has over 15 years experience in the profession. As well as performing the bookkeeping role in her previous positions, she is also experienced in - the preparation of personal and business tax returns; the preparation of business financial statements; the preparation of corporate compliance documentation; arranging and negotiating business insurance including public liability insurance and workers compensation; budgeting, marketing and quoting.
Sharon is also very experienced in the use of MYOB and has gained a very high working knowledge of this program. She has an Advanced Diploma in Accounting from Newcastle TAFE as well as a Secretarial Certificate. Sharon is a registered BAS Agent with the Tax Practitioners Board.
The spread of client base across industries and the challenges and responsibilities that come with this is why Sharon enjoys working with us.
Simonne has over 20 years' experience in Business across a broad range of industries and positions. Her experience ranges from the operational cold face to management in Finance & Administration. She has a thorough understanding of businesses from small to large; across the Hospitality & Tourism, Vocational Training, and Manufacturing industries. Simonne's academic credentials include a Bachelor of Business in Tourism, Cert IV in Workplace Training & Assessment, and most recently a Master of Professional Accounting from Charles Sturt University where she was the recipient of the Post Graduate University Medal.