My aim is to make a difference by helping people and businesses to be financially successful.
As a Chartered Accountant, I understand numbers. The way they work, the way they can chart, monitor, predict, and support financial decisions. But that's only the beginning of my story. Numbers provide the framework I work in but understanding the interplay between goals, strategy, risk, business and tax produces the results.
We all operate in a continually changing world. To be effective, advice needs to change with the circumstances. Sometimes it’s about 'painting a picture' of possibilities with new ideas and how to implement those ideas. Other times it’s about identifying the obstacles being faced and formulating strategies to overcome them. It’s also about understanding and interpreting complex legislation to arrive at the best outcome. Underlying every piece of advice is the client’s goal and how my advice will assist them in their financial journey.
What I've learnt from 28 years advising people and businesses is that providing an answer without understanding the 'why' behind the question doesn't lead to successful outcomes. Being focused just on the numbers or on tax outcomes also doesn't lead to success. Success is about considering all of these factors and bringing them together into advice that is easy to understand and implement.
My fundamental belief is that the best advice (irrespective of whether it's business, financial or tax) is provided within the framework of understanding the client - where they’re at now, what drives them and where they want to go. My role is about supporting, challenging and assisting my clients to get to where they want to go – Fast.
I'm proud to say that I'm not alone in my quest. As Managing Partner at HLB Mann Judd on the Gold Coast, I'm privileged to lead a Team who understand this approach and know what’s required for clients to be successful.
That's how I make a difference.
Qualifications and MembershipsBachelor of Commerce, University of Queensland
Bachelor of Arts, University of Queensland
Chartered Tax Advisor, Taxation Institute of Taxation
Member, Institute of Chartered Accountants
Member, Risk Management Institute of Australia
Fellow, Taxation Institute of Management
Fellow, Australian Institute of Company Directors
Member, Women on Boards
Justice of the Peace (Qual)
Member, National Executive, HLB Mann Judd Australasia
Member, Gold Coast Institute of TAFE Council
Directors, Gold Coast Football Club
Member, Gold Coast Committee, Australian Institute of Company Directors