BEYOND ADVISORS - Key Persons
Aidan believes that businesses should be able to use their data, people, and software to drive a real competitive advantage, using mathematical techniques. His background in mathematics, specialising in Operations Research, enables him to get the most out of any system or process. Commercial Mathematics supporting better business decisions. Any Problem. Any Industry.
Brandon has worked with local and international clients across many industries to ultimately develop a diverse range of skills and expertise, particularly in financial management and associated technology. He enjoys uncovering and understanding what makes a business tick. Approaching challenges with a commercial mindset, Brandon's consultative and analytical skills provide clients with insightful data, accountability and calculated recommendations that drives greater clarity, confidence and ultimately success for the client and their business. His practical approach and friendly demeanour allow him to keep in regular contact with his clients, giving them peace of mind that help is only a phone call away.
Christine has 17 years' specialising in compliance and business advisory with an emphasis on GST, CGT, income tax and accounting across a range of industries including property developers, IT, manufacturing, retail and hospitality. Her exceptional level of technical skill gives her clients peace of mind that they are in the best of care and are achieving the best possible result. Christine is excited to see her clients' businesses improving financially with continual growth and high performance.
Job Titles:
- Director - Business & Tax Advisory
With 35+ years experience, John has developed a holistic approach to dealing with business owners' needs. You can rely on John to provide you expert and strategic advice that helps you make better business and personal financial decisions. You, your business, and the security of your family's assets are at the heart of everything he does
Katie has 12 years tax and accounting experience. She is a Senior Consultant who specialises in Self-Managed Super Funds as well as tax and accounting for Companies, Trusts and Partnerships to which she provides tailored advice solutions. Katie enjoys getting the best outcome for our clients, not only at tax time but throughout the year.
Le-anne is the Brisbane Office Manager. She is often clients first point of call when connecting with our professional advice team. Primarily she liaises between our clients and the professional team to assist with servicing client needs throughout the week in a busy office environment. Being a real people person, Le-anne greatly enjoys being part of the Beyond family, always welcoming our clients with a smile and energetic personality.
Margo has 12 years' experience in bookkeeping, working in finance teams for medium and large businesses in the manufacturing and transport industries, before transitioning into an accounting role with Burke Raftery. She likes getting her clients organised and highly values efficiency and accuracy.
Job Titles:
- Business Strategist
- Director - Business Strategist
Michael is a skilled business strategist, having delivered disciplined management systems and processes for over 20 years. He has a unique background as a chartered accountant who has worked in both public practice and industry. He is trained in quality systems and has practical implementation experience in lean management. Michael is passionate about helping clients find a better way.
Job Titles:
- Director - Business & Tax Advisory
With 28 years' experience specialising in taxation, company secreterial services and superannuation, Sonya has built her expertise at KPMG in Melbourne working with large corporates and fund managers. She then moved to a second tier firm where she applied her corporate skills to the SME market, before co-founding Burke Advisory. Sonya enjoys the process of guiding and empowering clients to understand their finances and to achieve their financial goals.
Job Titles:
- Team Leader - SMSF Specialist
Theunetia has 15 years' experience in accounting with extensive experience in business accounting and tax planning. She specialises in self-managed super funds, compliance and tax matters. She thrives on helping clients reach their goals, giving them knowledge and understanding of how the tax system works to make their experiences of dealing with tax easier.
Tina has 16 years' experience in financial accounting, starting her career with a large construction company in the US, before taking on a Financial Accountant role at UPS in Ireland, responsible for reporting on the European businesses. She has spent the last 10 years looking after her SME clients as their virtual accountant, looking after everything financial to enable them to focus on growing their businesses, knowing the accounts are in safe hands.