Katie has been assisting at the firm since 2014 in the capacity of Tax and Business Advisor. Before this, she gained valuable experience working in another Geelong-based accounting group so is completely across local business culture and needs. She enjoys using her expertise to help her clients achieve their business goals while minimising their taxation burdens.
In particular, Katie feels privileged to work with a broad spectrum of clients across the business community. This provides her with great interest, enables her to make instant connections with people and fuels her enthusiasm to stay sharply aware of emerging possibilities for her clients. From large and complex business structures to straightforward tax returns, Katie is determined to ensure her clients have the best possible advice for their needs. This, combined with her personable and caring manner, has resulted in her maintaining many close relationships with her clients.
Katie can assist with: –
- Tax Advice,
- Business Planning,
- Cash Flow,
- Financial Statements,
- Management Accounting.
Qualifications/Memberships
- Bachelor of Commerce
- Member of Institute of Chartered Accountants
- Graduate Diploma of Business Services
- Chartered Tax Advisor
- Member of the Tax Institute
- Geelong Community Foundation (Volunteer from 2008)
- Treasurer of Sharks Basketball Club
