18 August, 2022
How do I know when it’s time to hire a bookkeeper?
If you’re not a numbers person and find bookkeeping complicated, time-consuming and a stressful...
Accountants Bundaberg
Welcome to Carbon Bundaberg
Bundaberg Financial Services
Find a tax accountant at your local Bundaberg office. Our team of problem solvers use intelligent and cost-effective methods to minimise tax exposure and manage financial risk.
Stop stressing about bookkeeping and payroll with help from an expert based local to you in Bundaberg.
Do you have an amazing business idea, but need guidance, advice or investment to get it up and running?
Carbon Finance in Bundaberg can help you tick your business and personal goals off with their tailored finance solutions.
At Carbon Insurance in Bundaberg, we’ll get to know your business and find insurance that will best match your needs.
Carbon Wealth Management at Bundaberg can help you manage your personal finances with tailored plans made just for you.
Need us to do it all so you can focus on growing your business? We’ve got you covered.
Your local Bundaberg accounting and bookkeeping experts.
As a business owner, receiving guidance and support from an accountant or bookkeeper who truly understands your business and your goals, is incredibly powerful. That’s the service the Carbon Bundaberg team provides to our clients.
We are a team of tax accountants who can organise your business tax returns, create and implement tax planning strategies, and provide detailed insights into your business’ growth opportunities. We’re using both fresh and proven business insights and can assist in helping you achieve business success.
Through a comprehensive analysis of your organisation’s current situation, we deliver effective and sustainable solutions to your financial concerns and help you implement strategies that will help you reach your business goals.
Our bookkeepers are experts at integrating cloud-based systems to streamline the way businesses operate, as well as providing the full spectrum of bookkeeping services.
Led by Accounting & Tax Partner, Jesse Williamson and Anthony McPhee, our Bundaberg office works closely with our other Carbon offices. This means we can offer you the full suite of business services, not just accounting and bookkeeping. Get in touch today to find out how we can work together to achieve your goals.
Our proud history
Carbon, Xero’s largest firm in Australia, launched in Bundaberg in 2020 after we partnered with a local accounting firm, Charter Partners.
Charter Partners has been providing local Bundaberg small and medium businesses with specialist accounting advice and guidance since 1932.
In 2020, Charter Partners and Carbon joined forces with the goal of improving our services to local Bundaberg business owners and look forward to what the future holds.
In July 2022, we partnered with local accounting and advisory firm, B. Walker & Co, welcoming new Carbonites and clients to the Carbon network. With its rich history and ties to the local community, B. Walker & Co shared Carbon Bundaberg’s passion for helping business owners achieve their goals.
Proudly supporting our Local Community
With our long-standing history in Bundaberg, supporting our local community is very important to the Carbon team.
We show our support by getting behind local charities and organisations, and love to put our hands up for an activity. Please reach out if you have a suggestion!
Frequently Asked Questions
What’s the difference between an accountant and a bookkeeper?
In simple terms, a bookkeeper is responsible for recording financial transactions, whereas an accountant interprets, reports and summarises financial data.Do I have to include GST on invoices?
You only have to register your Bundaberg business for GST if your businesses annual turnover exceeds $75k.What does a tax agent do?
Our tax agents in Bundaberg, as elsewhere, are predominately trained on how to prepare and lodge tax.What is a self-managed super fund?
A SMSF is a trust account that provides financial benefits to the member once they retire.Our Insights
How can we help you?
A local team dedicated to your business.
Anthony McPhee
PARTNER
Anthony joined Carbon in 2020, bringing over 25 years' of experience to the team. His passion lies in his ability to guide his clients through their business journey. Anthony is currently learning Russian and loves to golf.
Jesse Williamson
PARTNER
Jesse became a Carbonite in 2020, bringing an extended suite of knowledge from his business and tax advisory experience. Jesse chose to work in accounting because he loves being exposed to a variety of industries and being able to network with new people.
Judy Gibbs
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CLIENT MANAGER
Accounting & Tax
Judy Gibbs
CLIENT MANAGER
Judy obtained a degree in accounting from CQU in 2002 and has been in the industry since 2000. She specialises in taxation and enjoys working with her clients to understand their business to achieve the best possible tax result. Judy was brought up on a cattle property and now operates a successful building business with her husband, Allan. She is a passionate Queenslander and enjoys golf, reading and rugby league.
Esta Naudé
CPA
CLIENT MANAGER
Accounting & Tax
Esta Naudé
CLIENT MANAGER
Having more than 20 years of experience in a variety of accounting and financial planning roles, Esta is a great addition to our Bundaberg office. She completed her CPA in 2011 and loves being able to support business owners’ dreams through financial advice. Originally from South Africa, Esta is an avid traveller. Her favourite places include Paris, Cape Town, and Table Mountain. She finds herself most evenings watching travel shows and dreaming of the day when she can travel again.
Penny Smith
CPA
CLIENT MANAGER
Accounting & Tax
Penny Smith
CLIENT MANAGER
Working in public practice since 1996, Penny enjoys working with clients to provide high quality service and achieving the best possible outcomes for every client she works with. Whilst Penny has a broad range of skills, knowledge and experience in the taxation field, her passion is for self-managed superannuation funds. Away from the office, Penny enjoys photography, sewing, camping and volunteers for an environmental conservation research project.
Annika Warren
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CLIENT MANAGER
Accounting & Tax
Annika Warren
CLIENT MANAGER
Annika completed her Bachelor of Accounting degree at CQU Bundaberg in 2009. She brings with her extensive knowledge of accounting and taxation services which allows her to assist clients and attend to their general taxation needs and provide ongoing support and advice. Outside of work, she enjoys the outdoors and holidaying with her family.
Lynne Driver
IPA
SENIOR ACCOUNTANT
Accounting & Tax
Lynne Driver
SENIOR ACCOUNTANT
Lynne joins our Bundaberg team with over 25 years of experience in the accounting industry (11 of those years were spent in New Zealand!). She’s also a member of the Institute of Public Accounting (IPA) and an associate of the Association of Financial Advisers (AFA).
Emma Hall
IPA
ACCOUNTANT
Accounting & Tax
Emma Hall
ACCOUNTANT
Emma joins our accounting team in Bundaberg with over ten years of experience and a Bachelor of Accounting from CQU. She’s also a member of the Institute of Public Accounting (IPA) and an associate of the Association of Financial Advisers (AFA). Emma and her family love to go camping and on the weekend, you can find them exploring new areas in their camper van.
Natalie Lovett
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ACCOUNTANT
Accounting & Tax
Natalie Lovett
ACCOUNTANT
Starting out her career as a legal practitioner, Natalie made the change to accounting in 2012 and hasn’t looked back since. With a background in working with agricultural businesses, Natalie enjoys helping her clients understand how accounting software programs such as Xero and MYOB can be used to transform their business. Natalie’s hobbies outside of work include playing netball, reading, cooking and spending time with her family.
Tina Wittmer
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GRADUATE ACCOUNTANT
Accounting & Tax
Tina Wittmer
GRADUATE ACCOUNTANT
Tina started at our Bundaberg office as our Administration Assistant. After completing a Bachelor of Commerce (Accounting) she stepped into a Graduate Accountant position. She enjoys the variety of different businesses that she gets faced with daily. Outside of the office, Tina enjoys yoga, playing the guitar or grabbing a drink with friends. She is also a travel junkie, who is always chasing the next adventure! Her favourite place that she has visited was the Victoria Falls in Zambia.
Wendy Smith
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SENIOR OFFICE ADMINISTRATOR
Accounting & Tax
Wendy Smith
SENIOR OFFICE ADMINISTRATOR
With over 35 years of experience in administration, Wendy is a true asset to our Bundaberg team. Having spent 23 of those years in accounting, Wendy finds the industry very rewarding as there’s always something new to learn. On the weekends, you can find Wendy spending time with her family and friends, reading, listening to music and keeping fit at the gym.
Tanya Wilson
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OFFICE ADMINISTRATOR
Accounting & Tax
Tanya Wilson
OFFICE ADMINISTRATOR
Tanya always strives to give the best quality of service to clients, and has been a part of the Bundaberg team since 2000. Tanya has 3 children and enjoys camping trips with the family. She is also an avid rugby league fan and a supporter of the Brisbane Broncos and Queensland State of Origin teams.
Melissa Connolly
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ADMINISTRATION ASSISTANT
Accounting & Tax
Melissa Connolly
ADMINISTRATION ASSISTANT
Mel is one of our Administration Assistant's in the Bundaberg office and has been a vital part of the team since 2013. She strives to give clients the best service possible with her welcoming nature and efficient service. Outside of work, Mel makes the most of her time with her family, as well as going to the gym and catching up with friends.
Josh Dearle
PARTNER
Josh Dearle is a CA who joined Carbon in 2020 with a wealth of experience in helping businesses access the R&D tax incentive. Having worked at EY, Grant Thorton, BDO and Deloitte, Josh worked with a variety of businesses and enjoys forming lasting relationships.
Gail Rogerson
PARTNER
Having experience in being a broad minded logistical thinker, Gail has the skillset to assess, plan and implement a project utilising the people and resources available to provide mutually beneficial results
Penni Ditchmen
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BOOKKEEPER
Bookkeeping & CFO Services
Penni Ditchmen
BOOKKEEPER
Penni has been involved in the accounting industry since 1994. From these years of experience, she brings to Carbon her extensive knowledge in MYOB, GST and BAS. She prides herself in her ability to work closely with both her clients and alongside our accountants, making her an invaluable member of the team. Outside of work Penni runs a small online business specialising in custom made children’s clothing ordered all over Australia and overseas.
Fenix Bryant
PARTNER
Fenix Bryant partnered with Carbon in 2019 to launch Carbon Concierge. As someone who thrives on achieving the best possible result for clients, Fenix finds value in being able to find a solution for every business’ problem.
Mark Spencer
DIRECTOR
Mark joined Carbon in 2020 to head-up our insurance division. With nearly 30 years experience within the Perth Intermediated Insurance sector, Mark has extensive knowledge of both industry and product disciplines which he passes onto his SME and corporate clients.
Andreas Kettemann
DIRECTOR
Andreas joined Carbon in 2018 as a director within our wealth division. He specialises in superannuation and retirement planning, including asset protection, cash flow management, SMSFs and investments. Andreas is passionate about ensuring his clients achieve their financial goals and being part of their journey in achieving them.
Ryan Eastman
DIRECTOR
Ryan joined Carbon Finance after working seven years at Westpac in personal banking, business banking and home finance roles. Previously, he worked for Perth’s largest property investment firms as a broker. Originally from Country Victoria, he moved to Perth in 2013. Ryan takes an advice-based approach to mortgage broking, liaising with the respective experts to ensure his clients’ lending strategy compliments their other investments.
Jacob Reed
DIRECTOR
With a Bachelor of Business Administration and a Cert IV and Diploma of Finance and Mortgage Broking, Jacob was previously a finance broker at a large investment firm before joining the team at Carbon Finance. As a finance broker, Jacob offers advisory based mortgage and finance strategies tailored to clients' individual goals.
Jamie Davison
CO-FOUNDER
Jamie is a CPA with a swag of university degrees and broad experience across chartered and corporate accounting. He co-founded Carbon with Nathan in 2014 and is the foundation of our bookkeeping team. Aside from Carbon, Jamie spends his time as a board member for multiple tech start-ups and believes in giving back to the community.
Nathan Hood
CO-FOUNDER
Nathan bought into Sterling Accountants in 2006 and then co-founded Carbon with Jamie in 2014. Nathan was the foundation to our accounting team in Perth, and leads our accountants in Osborne Park. He finds it extremely rewarding to work with business owners to improve their profitability and watch their companies grow.
Mason Dunn
CHIEF FINANCIAL OFFICER
Mason joined Carbon as our Group Financial Controller after impressive stints in EY and Wesfarmers. When Mason isn’t busy making us all look good, he enjoys snorkelling and camping outdoors, playing video games, and staring lovingly at his Pokémon card collection.
Tracie Clark
CPA
HEAD OF FINANCIAL PLANNING
Group
Tracie Clark
HEAD OF FINANCIAL PLANNING
Before moving into financial planning and working with high-net-worth clients, Tracie started her career as an assistant accountant in 1996. In 2002, she started her own financial planning practice, advising clients on financial strategy, superannuation, insurance, SMSF and investment management. Since selling her business, she’s worked as a consultant and non-executive Director for several not-for-profits and early-stage companies. Tracie describes financial planning as a very rewarding career as you’re able to help educate clients on the benefits of saving.
Poonam Di Iorio
HEAD OF SUPERANNUATION
A Chartered Accountant, SMSF Accredited Specialist and financial adviser with over 18 years of experience in public practice and a Bachelor of Commerce in Professional Accounting and Finance, Poonam is a true asset to our team. With a passion for superannuation, she loves being able to build lasting relationships with clients and help them achieve their financial and personal goals. Outside of work you can find Poonam reading, catching up with friends, dancing or spending hours at the beach.
Juliana Malta
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GROWTH & MARKETING MANAGER
Group
Juliana Malta
GROWTH & MARKETING MANAGER
Juliana joined us in 2020 after a great experience at BDO and Wesfarmers as our new resident guru in CRM and Analytics. In her free time, Juliana could be found either at the beach or on Rottnest.
Zoe Canavan
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BRAND, PEOPLE & CULTURE MANAGER
Group
Zoe Canavan
BRAND, PEOPLE & CULTURE MANAGER
Originally from Brisbane, Zoe moved to Perth in 2017 after always wanting to join the Western Australian life - she got a little lost along the way and lived in Wellington and Melbourne first. Zoe loves to write, but her true love is underwater hockey. Not sure what that is? Neither are we. YouTube it.
Hayden Brown
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GROUP OPERATIONS MANAGER
Group
Hayden Brown
GROUP OPERATIONS MANAGER
Hayden joined Carbon in 2018 bringing heaps of experience in accounting and management, working for firms in the UK before returning to Perth. Hayden tried something different (psychology), but the financial services world called him back and he's now very happily here at Carbon. Hayden has travelled the world extensively (you name it, he's probably done it) but has now settled down to the joys of family bliss.
Susanne Ascott
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IN-HOUSE COUNSEL
Group
Susanne Ascott
IN-HOUSE COUNSEL
After working as HR Manager for Club Med in Europe, Susanne came to Australia on an adventure holiday and hasn't left! After moving, Susanne started her MBA where she discovered her interest in law and has since studied law at UWA and completed her Masters as well. Susanne loves to travel, and twice a year goes to Germany to ski and hike the Alps.
Arnie Shinn
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IT MANAGER
Group
Arnie Shinn
IT MANAGER
Arnie joined the Carbon team in 2020, bringing over 20 years of experience in IT & 16 years in Telecommunications (but who’s counting!). Arnie is very much a gamer at heart which is where his passion for technology was born and he is thriving! His love for playing with technology and assisting staff has been a common drive in his role at Carbon. Arnie is a Perth local but enjoys venturing to new places by camping and seeing new sites!
Contact us
Address
4/290 Bourbong Street
Bundaberg West QLD 4670
Bundaberg West QLD 4670
Contact number
(07) 4153 3444
Office hours
Monday - Friday: 9:00 - 17:00
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