Director

As the leader of this dynamic firm Mark specialises in superannuation, self-managed superannuation funds, financial planning, professional services, company structures, business management and tax planning. Mark is a recognised Self-Managed Superannuation Fund Specialist Advisor.  After five years working as an accountant for Coopers & Lybrand (PricewaterhouseCoopers) in both Canberra and Darwin, Mark then moved to Nelson Bay, Port Stephens to commence working in his own practice. He has practised in Nelson Bay, Port Stephens and Newcastle since 1977.

Mark is very involved in the local community with interests in all aquatic sports, golf, and rugby.

Qualifications:

• Fellow of Certified Practicing Accountants of Australia
• Registered Tax Agent
• Registered Company Auditor
• Certified Management Consultant
• SPAA - Self Managed Superannuation Fund Specialist Advisor

• Australian Financial Services Licensee

• SMSF Registered Auditor

Senior Client Advisor

Jason Pepper is a Chartered Accountant with over 14 years experience in Sydney, Newcastle and for the last 6 years in Nelson Bay, Port Stephens. Working mainly in smaller sized practices with varied client bases has resulted in a greater exposure to numerous accounting, taxation and business issues that affect all types of entities. Jason specialises in:

• Taxation services for businesses including Capital Gains Tax, GST, Fringe Benefits Tax, Income Tax and tax planning strategies to minimise Income Tax
• Superannuation
• Self-Managed Superannuation Funds
• Individual income tax

A graduate of the University of Newcastle as well as a member of The Institute of Chartered Accountants in Australia since 1998, Jason has lived in the Nelson Bay area for the majority of his life.

Qualifications:

• Bachelor of Commerce (University of Newcastle)
• Chartered Accountant (The Institute of Chartered Accountants in Australia)

Senior Client Advisor

Michelle has been with the firm since 2007, and has a particular interest in Self Managed Superannuation Funds (DIY Super), Estate and Tax Planning.

Qualifications

• Bachelor of Commerce (University of Newcastle)
• Certified Practicing Accountant (Australian Society of Certified Practicing Accountants)

Client Advisor

David specialises in financial statement analysis, discounted cashflow modelling, business & project profitability analysis and self-managed superannuation funds. He is currently a level 3 candidate of the Chartered Financial Analyst (CFA) program. David has previously lectured and tutored at The University of Newcastle in the field of finance. He is also a member of Newcastle Golf Club and former Club Captain of Wanderers Rugby Club.

Qualifications:

• Bachelor of Commerce (University of Newcastle)
• Bachelor of Finance (University of Newcastle)