B.Comm, CPA, Registered Tax Agent
DIRECTOR – Accounting
Nerissa has 15 years experience in positions such as Senior Accountant and Office Manager. She specialises in Self Managed Superannuation Funds, Corporate Accounting and General Taxation Matters.She is looking forward to the new challenges that lie ahead with taking ownership of Blackwood Tax and Accounting.
Dip. FP – ALPA
DIRECTOR – Wealth Management
Andrew has nearly 15 years experience advising both international and domestic private clients. Andrew places a strong emphasis on delivering both quality advice and service to all clients. He recognises that each person has different needs and objectives regarding their investment profile and he works hard in developing an appropriate strategy to accommodate. Andrew maintains regular, open and honest communications with his clients which provides the foundation for building long term relationships. He seeks to optimise the quality of life for his clients by providing astute investment advice and a complete portfolio management service.
DIRECTOR – Lending Solutions
Pam has over 30 years of lending experience and specialises in assisting people with a diverse range of requirements both personal and business. To achieve success in her business she needs to ensure that her clients are successful with their financial aspirations also. She enjoys working with traditional home loan clients, assisting business owners connect with Bank’s that share their financial goals, seeing her first home owners excited about building or buying their first home and assisting investors in securing their future financial independence. Pam’s other passion is good food and wine, friends and her granddaughter.
B.Acc, CPA, ATI
Lynn has worked in the finance industry since 1979 and commenced working in this practice in 2002 as receptionist and administration and has transitioned into accounting over the years. She recently attained her CPA and is experienced in taxation for Individuals, Partnerships, Companies, Family Trusts and Superannuation Funds, along with preparation of Business Activity Statements and business returns. She is proficient in MYOB Accounting Packages as well as Cashflow Manager. She enjoys working closely with clients to achieve their business goals.
Rae has been working in the Finance Industry throughout her entire career commencing with the Commonwealth Bank, and moving into the accounting industry 15 years ago. She has experience in taxation, accounting and management consulting and works closely with Small Businesses, Companies, Tradesmen and Individuals.
Alwyn is a Chartered Accountant who has worked in tax and accounting from 2009 and has experience dealing with individuals, sole traders, partnerships, companies, and trusts. He is committed to helping individuals and business clients grow, manage their tax affairs, and stream line their record keeping. He is proficient in using Xero and Banklink and has experience with MYOB and Cashflow Manager.
Adv.Dip. FS(FP), AFP
SENIOR FINANCIAL PLANNER – Wealth Management
Dean has over two decades of experience in the financial services industry. His true passion is providing clients financial advice strategies to help them realise their goals. Whether planning for a family, preparing for retirement, or running their own business, he understands that no two clients are the same. His commitment to providing exceptional personal advice is shown through his continued professional education and upholding to the ‘Code of Professional Practice’ as a member of the Financial Planning Association of Australia.
Elise joined our team in July 2019, providing support to our Financial Advisers and clients. Elise is highly motivated, enthusiastic and always brings a friendly approach, whilst working closely with our Advisers and clients in each step of the financial planning process. Elise has always had a passion for the financial services industry and combined with her previous experience in administration, sales coordination and client services, has become a highly valued member of our team. Elise has also completed her Diploma and Advanced Diploma in Financial Planning and will continue to complete further study to ensure she remains up to date with current industry and legislative requirements.
TRISHA DE NIEUWE
Trish has more than 25 years experience in the finance, legal and accounting industries and enjoys her role with Blackwood Tax & Accounting. Trish is a highly motivated, organised and efficient team member who works within all facets of the business. Trish is accountable for the efficient and effective design and delivery of all operational services, including finance, payroll, human resources, marketing and administration.
CATHIE DE FRANCESCO
Cathie has worked in an administration role for over 12 years. She provides administrative support to the accounting team and is also involved in ensuring clients’ needs are met. Her role also encompasses overseeing the information technology and software requirements for our practice. Cathie conducts herself in a professional manner and offers the highest level of client service.