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About Us

About Us

About Us

We are a financial services firm specialising in accounting, business and personal finance with networking links to a major financial planner, and business consulting.

"The Winning Combination" is our main theme. We believe that our expertise, in partnership with your ambition to succeed in everything you do financially, will provide the platform for achieving your goals.

Conveniently located in Jimboomba, and easily accessible via Email, phone and facsimile means we are equipped to handle your business wherever it is located - locally, Australia-wide or worldwide.

 

 

David Dwyer (Principal)

David DwyerDavid is the Principal and "team leader" at our firm. It is David's responsibility to make sure clients' requirements are dealt with in an efficient and professional manner. David is a Certified Practising Accountant (CPA) with Tax Agent registration and more than twenty five years of experience dealing with accounting and other financial matters. David is also a member of the National Tax & Accountants Association (NTAA) and has been a Commissioner for Declarations for over twenty years.

David's practice has been in its current location since 1995 when the Jimboomba Junction Shopping Centre was opened and David established a "one stop shop" where clients can go with confidence for their taxation, financial services, loans, and business advice, and talk to someone who understands their requirements. David is an authorised representative of Professional Investment Services and can provide financial planning advice to clients to assist with wealth creation, retirement planning and estate planning matters.

David is committed to providing the very best in financial advice, taxation and proactive strategies to assist clients in achieving their business and personal goals. David has the knowledge and strategies to assist clients in their everyday and not-so everyday endeavours.

 

Lyndie Panitz  B Bus Acc, CPA (Senior Accountant)

Lyndie PanitzLyndie is responsible for client matters of a more complex nature. Lyndie is able to assist with all accounting and tax matters that clients have, ranging from individuals to complex business arrangements and superfunds.

Lyndie has over 30 years experience in roles ranging from taxation firms to senior executive finance roles in ASX listed entities.  She has also owned small businesses in the past and is very aware of their needs and the challenges they face.  She has worked extensively with businesses during growth phases and assisted them to use technology to efficiently obtain and measure key financial results.

 

Regina Harvey (Senior Bookkeeper)

Regina HarveyRegina is our resident senior bookkeeper and specialises in MYOB applications for clients. If clients want to know about whether they have produced a set of accurate accounts, Regina is the person they contact because of her attention to detail. Regina also has the ability to communicate her knowledge to clients and she is well regarded by clients, staff and other professionals alike.

 

Jodi Wyllie (Accountant)

Jodi is one of our accountants who we have welcomed to the team in early 2016.

Jodi studied at James Cook University and completed a degree in Commerce. Jodi began her career specialising as an auditor for one of the big 4 accounting firms, KPMG. Jodi has years of experience in this field and currently manages all of our client’s audits. Jodi conducts interviews with individual clients and specialises in small to medium size business clients. Jodi is experienced in operating with MYOB, Xero, Reckon & Cashflow. Jodi can provide easy to understand guidance to assist clients to simplify their accounting.

Jodi holds a Bachelor of Commerce and is an associate member of CPA Australia.

 

Joseph Khoury (Assistant Accountant)

Joseph’s main responsibilities are to assist the accounting staff in the preparation of Individual and Business Returns, along with Business Activity Statements. Joseph is currently studying a Bachelor of Commerce (Accounting) at the University of Queensland part time, and is due to finish in the coming semester.

 

Samantha Wellings (Receptionist)

Samantha is the current receptionist and has been working with us since January 2016. Sam is the friendly voice that greets you on the phone or at the front desk when you visit us in the office. Sam is trying to take her career to the next level as she has just started her accounting degree with USQ and will be working towards her graduation while gaining real world experiences here in the office.

 

Colin Dwyer B Ec (hons) (Business Manager)

Colin DwyerColin looks after the day to day running of the business. He has an Honours degree in Economics, has worked for a leading university, Colliers International and in International Business Development.

 
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