I have an unusual mix of more than 40 years in commerce and industry, as well as significant time as an accountant in public practice. My experience spans from small business to senior finance roles in large organisations. Years of experience has taught me that in most businesses there are a small number of key principles for success – and how important it is to focus and get those things right.
Driven by a passion for small business, I first registered as a tax agent in 1982, and have been practicing as an accountant and tax agent ever since. I also have a commerce degree (for my technical qualifications) and an MBA, in support of my business experience. However, my passion, the thing that gets me out of bed each morning, remains working with people in real businesses, to make a positive and tangible difference.
I originally hail from Sydney. Once the kids moved out, my wife, Julia and I purchased a house in the Noosa Region and built JCA Accountants from two existing practices in 2016.
I love Noosa and the lifestyle, especially from a height of 1,500 feet occasionally, when I get to fly out of Caloundra or Gympie in a light sport aircraft.
I have worked as an accountant and business advisor for over thirty years. In the early years, whilst working in London for international TV and Sporting celebrities was interesting, the real reward was meeting people who run family businesses. From then on, my focus became supporting family owned and operated businesses. As Henry Ford said “Coming together is the beginning. Keeping together is progress. Working together is success.”
Having worked as a Chief Financial Officer I understand that the management of cash flow is central to the success of any business. From accurate cash management optimum commercial decisions can be made. Added to this a beneficial tax planning strategy can be implemented to achieve the most beneficial financial outcome. My approach is to keep your business secure and successful. You can choice to have a full range of tax and commercial support services; or a few, it’s up to you.
Being born In Wales I am a keen Rugby Union supporter so whether Wales or the British Lions play Australia, its game on in my house. I also enjoy playing golf and cycling. I have travelled a lot in Australia and aboard.
I bring to the JCA team over 25 years’ experience spanning both public practice and private industry. I’ve worked as a CFO for a large residential developer in Vail Colorado, as well as managing a diverse and extensive commercial real estate portfolio for Vail Resorts.
I received an MBA from Kennesaw University and a Bachelor of Accounting and Business from Northern Vermont University. I am a current Member of The American Institute of CPA’s, CPA Australia and the Colorado State Society of CPA’s.
I am currently leading the JCA Audit team and am able to provide for all your statutory Audit needs. Law Trust Accounts with Queensland Law Society or Real Estate Trust Accounts and Non-Profit and Association Audits for the Office of Fair Trade, JCA has you covered.
I have given up the ski’s, embraced the ‘Noosa Lifestyle’ and can now be found learning to Longboard down at Noosa Woods with my two children Peri 17 and Nathan 14, who are currently attending St Andrews and active in the local clubs of Little Seed Theatre and Noosa Lions Football.
I was born and raised on the Sunshine Coast. I love travelling and have set my sights on seeing 30 countries before I am 30. I am two thirds of the way there. My first trip overseas was at 16 to attend High School on exchange in Phoenix, Arizona, USA.
After finishing my Bachelor degree in Business in 2016, I went on to work in sporting events. I was a part of the event organizing team behind the much loved local Sunny Coast event The Sunshine Coast Marathon along with many others. After a stint of living, working and snowboarding in Canada in 2019, I returned home to complete my Bachelor of Accounting at CQU. I plan to continue my studies in 2021 and join CPA Australia. I also have two plus years’ experience in Auditing and bookkeeping, and a year in Tax compliance work.
I love the fact that accounting is such a worldwide industry. This will help me with my goal of being able to continue my career and future education and still travel at the same time.