SOUTHERN PARTNERS - Key Persons
Andrew was educated at The Peninsula School, finished his Bachelor of Commerce degree at Monash University in 1998, completed his CPA in 2002 and obtained his Public Practising Certificate in 2003. He commenced working with our firm in 1997 whilst still completing his degree and was accepted as a partner in 2004. Andrew is married with two children and has lived in the area all his life; his interests include golf, cricket and football. He is a member of CPA Australia, a Registered Tax Agent, a Law Institute of Victoria approved external examiner, and specialises in:
Personal and Business Taxation
GST & BAS preparation
Business structure and management advice
Self-Managed Superannuation Funds
Solicitor and Real Estate Trust Account Audits.
Andrew graduated from Monash University in 2008 with a Bachelor of Accounting and Diploma of Languages (Japanese). He has previously worked at Pricewaterhousecoopers, Tabcorp and Motorola through university placements.
Andrew joined our firm in November 2007 and obtained his CPA in 2012. Andrew enjoys all kinds of sports, especially golf, basketball and AFL, in which he supports the Geelong Cats.
Brendan has been with the firm since graduating from Monash in 2007. He obtained his CPA in 2012 and has enjoyed helping local businesses grow and meet their compliance obligations since. He is passionate about implementing technology that makes life easier for clients and their businesses.
Brendan grew up on the Mornington Peninsula and loves spending time with his young family on the weekends.
Jacqui starting working with our firm in 2005 while studying her degree, a Bachelor in Business and Commerce at Monash University.
After graduating she spent 3 years working for a mid-tier accounting firm in Melbourne gaining invaluable experience working with small, medium and large businesses and family groups across a variety of sectors. During this time she completed further studies in chartered accounting and she is a fully qualified Chartered Accountant.
She returned to our firm in 2011 and enjoys working with individuals and small businesses in the local area. More recently she has taken on the challenge of juggling a young family and working on a part time basis.
With more than 30 years of experience in different industries of which 20 years has been in the business and advisory area, Paul brings a depth of knowledge to offer practical solutions to business issues.
His involvement has been across a range of industries including construction, hospitality, retail, property and service driven. Paul's expertise is in navigating the difficulties associated with business growth and tax planning. Paul offers practical solutions combined with personalised service that can be understood and followed through. Living and working locally, Paul has insights and strategies to assist any business on the Mornington Peninsula.
Peter joined our firm in 1992 after working for several years with the large chartered accounting firm Price Waterhouse Coopers. Peter was a managing consultant with Price Waterhouse Coopers, he developed extensive experience in various industries, including manufacturing, retail and franchising.
His professional background includes completing his Bachelor of Commerce from Melbourne University and completing the demanding Professional year with the Institute of Chartered Accountants, providing advice to many large, medium and small businesses ranging from franchising to manufacturing industries. Peter's qualifications include being Registered as a Company Auditor and Registered Tax Agent.
Sari has been working in the accounting field since 1994 and has always worked in public practice.
Her professional background includes a Bachelor of Business (Accounting) from Monash and she is also a qualified CPA. Sari has completed financial planning study in 1998 and also practices as a financial planner.
She has been a partner in the firm since 2002. She provides business services to many small to medium sized businesses on the Mornington Peninsula and enjoys this area of work, also offering financial planning and superannuation services to these clients. On a personal level she enjoys riding and competing her horse, spending time with her family and holidays.
Shannen started working with our firm in 2013 whilst sutudying her degree, a Bachelor of Business (Accounting) at University.
Shannen obtained her CPA in 2018 and started with us full time in 2019.
Shannen provides accounting services to individuals and businesses over many industries.