30 November, 2023
Carbon Group’s Christmas and New Year Closure Dates for 2023
Carbon’s Christmas and New Office Closing Dates for 2023 are: New South Wales Parramatta:...
Accountants Perth
Welcome to Carbon Perth
Our Financial Services in Perth
We give our clients tools to make informed business and personal decisions. Find an accountant in Perth today.
We’re a team of qualified accountants and registered BAS Agents in Perth. Get help with your bookkeeping, CFO services and payroll today.
Do you have an amazing business idea, but need guidance, advice or investment to get it up and running?
At Carbon Finance in Perth, we use our combined purchasing power to find tailored business and personal finance solutions.
Carbon Insurance Brokers in Perth can help you find the best solution to protect your assets and your future.
Carbon Wealth Management in Perth can help you set up financial strategies to achieve your personal goals.
Need us to do it all so you can focus on growing your business? We’ve got you covered.
Accountants and bookkeepers in Perth
Carbon Perth is a team of financial people who understand your challenges as a business owner and can help you achieve your business goals.
Whether you need guidance from a qualified tax accountant, help with your bookkeeping, CFO services you can trust, access to finance, financial planning advice or review of your insurance policies we can help.
We embrace the latest accounting and bookkeeping technologies and software (for example, Xero) and can help you both implement and train your staff or look after it all for you.
As part of the Carbon network, we also offer advice for:
Pricing
At Carbon Perth, we offer high-quality bookkeeping and accounting services with a focus on our Perth-based staff’s expertise. We provide fixed pricing for our services, so you’re aware of your accounting costs upfront. Our accounting packages start at $230 per month, and our bookkeeping packages start at $49.90 per week.
Trust us to handle your bookkeeping and accounting needs with care and attention to detail. Our Perth-based staff have the expertise to ensure your finances are in order and that you’re compliant with local regulations. Contact us today to learn more about our services.
Financial experts near you
In 2014, Carbon opened its first office in Osborne Park, led by Jamie Davison and Nathan Hood, who shared a vision on how to help business owners achieve their goals.
In 2015, we opened our second office in Western Australia after partnering with Swan Valley Tax & Accounting. To further expand our presence in the Swan Valley area, we partnered with Ellenbrook Tax and Accounting in 2018. Led by Accounting & Tax Partners Michelle Maynard and Steve Wai, these two collaborations have allowed us to expand our reach and better serve local businesses and individuals.
In 2019, the Osborne Park team expanded through a partnership with Rise Business Solutions, where Accounting Partner Dom Papaluca joined forces with Carbon Co-Founder Nathan Hood, leveraging their history of working together at Nathan’s previous firm.
Driven by the need for more space and an enhanced working environment to support our team’s growth, our Osborne Park office underwent a significant upgrade, relocating to a larger and more optimal workspace in 2020.
In 2021, we showed no signs of slowing down and partnered with Perth-based firm Haydon Kinnaird, welcoming their full team to the Osborne Park office, further bolstering its capabilities and expertise.
In 2022, we partnered with Benchmark Business Works and launched our third Carbon office in Forrestdale. Carbon’s Bookkeeping & CFO Services Partner, Jason Parish.
Continuing our growth journey, in 2023 we partnered with Kensington Partners and welcomed the full Kensington Partners team, including former Director Wayne French, who now joins us an Accounting & Tax Partner in Osborne Park.
Rest easy knowing you’re getting help from small business owners who can relate to you.
With our team of experts in offices around Perth, we’re ready to help you. Find the closest office to you:
Proudly supporting our Perth Community
We encourage all our Carbonites to get involved with local and international charities as much as they can by donating their time and skills to benefit those in need. Each quarter we hold charity poker nights at our Osborne Park office, where we raise money for charity and once a year, we go all in and raise thousands at our Annual Big Charity Poker Night.
Our Perth team recently visited families at RMHC Western Australia to take part in the Home for Dinner program, cooking meals for the families who have sick children at the Perth Children’s Hospital.
Our Insights
Frequently Asked Questions
Why do I need an accountant?
Your Perth accountant can help you with much more than just ongoing tax expertise. Our accountants in Perth can help you develop strategies to minimise tax, keep an eye on your cash flow, ensure your staying compliant and find new ways to grow your business.How much do you charge for your accounting services in Perth?
Our accounting packages at Carbon Group start from $230 per month, tax agent fees tax deductible in Perth.Why do I need a bookkeeper?
A bookkeeper in Perth can give you back the time you've spent trying to balance your books or filling out paperwork. We can introduce accounting software like Xero or MYOB that automates a lot of your processes, allowing you to focus on other areas of your business. We also help manage cash flow, ensure you're compliant and are usually a cheaper alternative to a full-time employee.How much do you charge for your bookkeeping services?
Our bookkeeping packages at Carbon Group start from $49.90 per week.Can you help me with my payroll?
Our payroll specialists in Perth are here to help set up your new payroll system for you to manage in-house, process your employee’s pay and provide training with online payroll systems.What does a virtual CFO do?
A virtual Chief Financial Officer (CFO) is your trusted business adviser. Carbon Group's virtual CFOs work with you to develop new growth strategies based on your business data and insights. We also assist with ongoing compliance with auditors and tax professionals, making sure your business is listing-ready, creating compliant general purpose financial statements and more.How can we help you?
A local team dedicated to your business.
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.
Michelle Maynard
PARTNER
Michelle became a Carbonite in 2017 as an accounting and bookkeeping partner. She has an extended amount of knowledge in tax planning, cloud integration, payroll and SMSF. Michelle loves working with small businesses and being the person who helps them understand the numbers. When Michelle is away from the office, you can find her spending time with her family.
Clinton Gibson
PARTNER
Clinton started his accounting career at Stirling Accountants as a graduate accountant. His knowledge and diligence resulted in him progressing through the ranks quickly. Clinton has been with Carbon throughout our whole journey and has played an integral role in our success.
Steve Wai
PARTNER
With a Bachelor of Commerce, a Bachelor of Science and a Graduate Diploma in Chartered Accounting, Steve brings an extended suite of knowledge and experience to Carbon's accounting division. Steve leads our team of accountants in Ellenbrook, Perth.
Dominic Papaluca
PARTNER
Dom Papaluca is a CPA who started his accounting career with some big corporates, before launching his own accounting firm in Perth; Rise Business Solutions. Dom merged Rise with Carbon in 2019, after having previously worked with our co-founder Nathan Hood at Sterling Accountants.
James McNaught
PARTNER
James joined Carbon in 2020, bringing an extensive nine years of experience from PwC to the table. His favourite part of his day is helping his clients understand their tax obligations and empowering them to make better business decisions. His perfect weekend includes dinner out with his wife and a glass (or bottle) of wine. He is a jazz fan, and even plays the saxophone!
Wayne French
PARTNER
Wayne joined Carbon as an Accounting & Tax Partner in 2023 following the partnership between Carbon and his accounting and financial planning firm, Kensington Financial Group.
Matthew Vaughan-Davies
PARTNER
With 11 years' experience in the industry and his whole family having a medical background, Matthew is no stranger to working with medical professionals. Matthew’s goal is help his clients by removing the burden of managing their financials, allowing them more time and energy to focus on their patients.
Todd Zani
PARTNER
Todd joined the Carbon family in 2023 after a successful partnership between his firm Ezetax and Carbon Swan Valley. Outside the office, Todd’s need for speed isn’t just limited to business growth. He’s passionate about driving fast cars and also has been Managing Director of TZ Motorsport for 18 years.
Brittany Follett
CA
CLIENT MANAGER
Accounting & Tax
Brittany Follett
CLIENT MANAGER
Brittany joins our Osborne Park team after three years with UHY Haines Norton and a Bachelor of Commerce majoring in Accounting and Taxation Law. She finds the accounting industry to be very rewarding as it allows her to meet with an array of clients. When Britt’s not at work, you can find her trying and reviewing craft beer, which she describes as a dangerous hobby.
Eka Putra
CA
CLIENT MANAGER
Accounting & Tax
Eka Putra
CLIENT MANAGER
Eka is a CA and brings over 13 years of accounting experience and knowledge to Carbon. He enjoys assisting clients with different backgrounds and being hands-on to empower them. He enjoys watching movies and reading a large range of different books and Japanese comics! His perfect weekend includes brunch with his wife and 2 year old son.
Priscilla Clapson
CPA
CLIENT MANAGER
Accounting & Tax
Priscilla Clapson
CLIENT MANAGER
With 15 years of experience in accounting and tax, Priscilla joins our Osborne Park team looking for a better work/life balance. Her favourite thing about the industry is being able to help business owners understand that tax isn’t scary or something they need to dread doing. Priscilla’s favourite kind of weekend is a chilled one; sleeping in, going to a café and then bingeing something on Netflix.
Susie Quadrio
CA CTA
CLIENT MANAGER
Accounting & Tax
Susie Quadrio
CLIENT MANAGER
Susie holds a Bachelor of Commerce (UWA, 2003) Double major in Accounting and E-Commerce, and is a Chartered Accountant and Chartered Tax Advisor. Susie has 13 years’ experience in tax and accounting, including four years in audit (which turned out to be three years too long!). When not at work, Susie is spending time with her little boy.
Harmon McAullay
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SENIOR ACCOUNTANT
Accounting & Tax
Harmon McAullay
SENIOR ACCOUNTANT
Harmon joins us with a Bachelor of Commerce (Accounting and Marketing) from UWA, bringing three years of experience from a mid-tier accounting firm in Perth. He’s on the path to becoming a CA, devoted to helping clients reach their financial goals. Outside the office, he’s a senior instructor for the Australian Sailing Dinghy programs and enjoys walking with his dog.
Jane Jeffery
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SENIOR ACCOUNTANT
Accounting & Tax
Jane Jeffery
SENIOR ACCOUNTANT
Jane joins our accounting team with over three year experience and is currently working towards her CPA. What she loves most about the industry is the ability to work with clients who are passionate about improving their business. Jane is an early riser and can often be found at the gym in the mornings before spending time with her family and Rottweiler. A fun fact about Jane is that she is a professional national champion body builder.
Stephen Batho
CA
SENIOR ACCOUNTANT
Accounting & Tax
Stephen Batho
SENIOR ACCOUNTANT
Stephen, with a rich background in management accounting, has contributed notably to the travel sector, including a significant tenure at a major travel company. An avid traveller himself, he now channels his industry insights into aiding businesses. Outside the office, Stephen cherishes time with his two young daughters, blending his passion for travel with the joys of family life.
Andrew Gill
CTA
SENIOR CLIENT ADVISOR
Accounting & Tax
Andrew Gill
SENIOR CLIENT ADVISOR
Andrew joins our accounting team in Osborne Park with over 30 years of industry experience. What Andrew enjoys most about his role is working with clients. He enjoys providing business owners with proactive solutions that improve the overall financial health of their business. Outside of work, Andrew enjoys photography and on most weekends, you can find him on the golf course!
Ben Vardy
CA
SENIOR CLIENT ADVISOR
Accounting & Tax
Ben Vardy
SENIOR CLIENT ADVISOR
Ben is a Chartered Accountant with 14 years of experience and a Bachelor of Commerce. His expertise lies in helping clients navigate the complex world of finance. Outside of work, Ben enjoys teeing off in golf during the early hours and cherishing beach afternoons with his family and dog.
Michael Prindiville
CPA
SENIOR CLIENT ADVISOR
Accounting & Tax
Michael Prindiville
SENIOR CLIENT ADVISOR
Michael has dedicated 14 years to tax and business services. What fuels his passion? Helping clients understand their financial situation and achieving their financial goals. Beyond the realm of numbers, Michael is an all-round sports enthusiast, with golf taking a special spot in his heart. He also loves spending time with family and friends.
Quyen Sobot
CA
SENIOR CLIENT ADVISOR
Accounting & Tax
Quyen Sobot
SENIOR CLIENT ADVISOR
Navigating the accounting world for almost 20 years, Quyen couples her rich expertise with degrees in both Commerce and Science. Away from spreadsheets, Quyen finds joy in family outings and the therapeutic art of baking. A day without household chores? Pure paradise for her!
Sansala Dissanayake
CA
SENIOR CLIENT ADVISOR
Accounting & Tax
Sansala Dissanayake
SENIOR CLIENT ADVISOR
For 17 years, Sansala, a Chartered Accountant with a Bachelor of Commerce, has been a beacon for clients in the financial stress. He joins our Osborne Park office as a Senior Client Advisor. Off-duty, he's all about sports—playing, coaching and watching!
William Howe
IPA
SENIOR CLIENT ADVISOR
Accounting & Tax
William Howe
SENIOR CLIENT ADVISOR
With over two decades in business services, William boasts a rich history in various practices. Holding a Bachelor of Business (Accounting) and numerous qualifications, he's a vital member of our Osborne Park team. Passionate about fostering client relationships, outside of work, William is an Eagles enthusiast and an avid trekker in Perth's landscapes. A keen investor, he enjoys researching his portfolios.
Andrew Palioudakis
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ACCOUNTANT
Accounting & Tax
Andrew Palioudakis
ACCOUNTANT
Andrew has been with Carbon from the very beginning and has been crunching numbers ever since. When he’s not demonstrating his exceptional work ethic and eye for financial detail, he loves sport, gaming and travel. Andrew is one of the biggest table tennis enthusiasts at Carbon, and is always willing to step up and compete on our behalf.
Bridgett Hodgkin
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ACCOUNTANT
Accounting & Tax
Bridgett Hodgkin
ACCOUNTANT
Bridgett joined Carbon in 2019, bringing a heap of tax and audit experience with her. After completing a Bachelor of Commerce (UWA) majoring in accounting and political science and international relations, Bridgett hit the ground running and hasn't slowed down. She's a self-confessed online shopping addict and is our go-to person for restaurant recommendations.
Ghazal Boustanchi
CA
ACCOUNTANT
Accounting & Tax
Ghazal Boustanchi
ACCOUNTANT
Originally from Tehran, Iran, Ghazal joins our Osborne Park accounting team, specialising in business tax. She enjoys working with a variety of businesses and helping them achieve the best outcome when it comes to their accounting needs. Ghazal speaks three languages, loves to paint and her perfect weekend is one that is busy and can be spent with her family and friends.
Lee Collins
CA
ACCOUNTANT
Accounting & Tax
Lee Collins
ACCOUNTANT
Lee holds a Bachelor of Commerce (Accounting) and has been with Carbon since we started. Lee walks quietly, but isn't afraid to whip businesses back into shape and get them running profitably once again. He's so a big fan of ice hockey, and loves following the international competitions.
Nur Ismail
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ACCOUNTANT
Accounting & Tax
Nur Ismail
ACCOUNTANT
Nur started her accounting career in business services and taxation and has been working in public practice since 2012. She is devoted to providing a full range of tax services to individuals and business clients aimed at maximising their outcomes. Nur wishes to specialise in self managed superannuation funds and also aims to be a CPA in the near future.
James Papanaoum
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CLIENT ADVISOR
Accounting & Tax
James Papanaoum
CLIENT ADVISOR
From beats to balance sheets, James transitioned from full-time musician to finance after completing a Bachelor's Degree in Accounting & Finance. Now studying to be a CA, he's driven by clients' goals. Outside of work, you'll find James drumming, watching soccer or reminiscing about that one time he went to LA to record an album.
Belinda Roychowdhury
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PRACTICE MANAGER
Accounting & Tax
Belinda Roychowdhury
PRACTICE MANAGER
With over 24 years of practice and operational management experience within the financial services industry, Belinda is truly an asset to the accounting team. When Belinda’s not at work, you can find her catching up with friends over brunch or being her son’s own personal cheerleader at his rugby games.
Lexine French
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PRACTICE MANAGER / FINANCIAL ACCOUNTANT
Accounting & Tax
Lexine French
PRACTICE MANAGER / FINANCIAL ACCOUNTANT
Lexine joins us with over 20 years of experience delivering accounting and tax support to high net worth individuals, family businesses and a variety of SMEs. What Lexine loves most about her role is working closely with clients to help them identify their business priorities and achieve their goals.
Blanche Gunst
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TEAM ADMINISTRATOR
Accounting & Tax
Blanche Gunst
TEAM ADMINISTRATOR
Blanche joins us with more than 40 years of experience in administration. She’s worked in accounting for more 10 years and prior to that she worked in the oil and gas industry for 25 years. Blanche is committed to enhancing client rapport and ensuring seamless operations. Off-duty, Blanche enjoys music, playing the piano, dancing and spending time with her grandkids.
Georgie Knight
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TEAM ADMINISTRATOR
Accounting & Tax
Georgie Knight
TEAM ADMINISTRATOR
An admin powerhouse, Georgie has been a valued member of the Carbonite team since day one. After many years working at ING in Executive Assistant roles across insurance, banking and super, Georgie then moved to a large financial planning practice where she gained even more knowledge!
Heidi Newcombe
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TEAM ADMINISTRATOR
Accounting & Tax
Heidi Newcombe
TEAM ADMINISTRATOR
Before transitioning into accounting administration in January 2022, Heidi worked in retail for 3 years. She also has a Certificate III in Business. Heidi thrives on the challenges and growth opportunities specifically in SMSF administration. Away from work, Heidi's passions include listening to music and going camping and 4WD-ing with her partner.
Laura Baker
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TEAM ADMINISTRATOR
Accounting & Tax
Laura Baker
TEAM ADMINISTRATOR
You’ll find Laura behind the front desk reception in our Ellenbrook office. She’s a valuable addition to the team, with over 15 years of experience in administration, starting as the fax room junior, to secretary, personal assistant, to document control and back. Our accountants would be lost without her! Laura has two young children, so any spare time outside of the office is spent being their PA!
Renae Brookes
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TEAM ADMINISTRATOR
Accounting & Tax
Renae Brookes
TEAM ADMINISTRATOR
Renae joined Carbon in 2018 as a personal assistant, performing a wide range of administrative and PA duties to our team of accountants in Perth. Renae has a Cert I, II & III in Business, and a Cert II in Business Administration. Outside of work, you'll find Renae down at the beach with friends or visiting family in her home town of Goomalling.
Glenys Ivory
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CLIENT SERVICES ASSISTANT
Accounting & Tax
Glenys Ivory
CLIENT SERVICES ASSISTANT
From city to rural locations, Glenys has thrived in diverse accounting roles, with a fond attachment to client-facing receptionist roles. She cherishes seeing clients evolve from first tax returns to growth of a new business. Outside of work, Glenys loves gardening, road trips and long-lunches.
Kristen Jamieson
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CLIENT SERVICES ASSISTANT
Accounting & Tax
Kristen Jamieson
CLIENT SERVICES ASSISTANT
Kristen's career history reflects a rich and diverse background in various industries. Before accounting, she worked in the healthcare sector for 15 years and retail for 6 years. Kristen has also completed a Certificate IV in Business Management. Kristen is a tennis enthusiast and plays regularly through her tennis club. Aside from tennis, Kristen enjoys spending time with her family and watching her son play soccer.
Brooke Colpitts
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PERSONAL ASSISTANT
Accounting & Tax
Brooke Colpitts
PERSONAL ASSISTANT
Before becoming the PA to one of our Co-Founders, Brooke worked in admin for a variety of different industries. In between her roles, she also took seven months off to travel around Europe. What she loves most (and what inevitably drew her back) to the accounting industry is workplace culture and being able to help clients. Outside of work, you’ll find Brooke either at the gym or at home watching a movie.
Carlee Raissis
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PERSONAL ASSISTANT
Accounting & Tax
Carlee Raissis
PERSONAL ASSISTANT
Carlee joined our accounting team in 2019, whipping the accountants into shape and ensuring our clients are looked after. Her 9+ years of experience in accounting admin made her perfect for the busy role. Carlee loves to travel anywhere sunny and warm, and is planning her next trip. The big question is will she go back to Croatia or explore Malta?
Marc Wiriadisastra
PARTNER
Marc joined Carbon in 2017 as the establishing partner of our business advisory division, bringing along with him an excess of 7 years’ experience servicing a portfolio of international, listed, government and private clients. He enjoys providing financial support to his clients which results in their business growing.
Dale Ettridge
PARTNER
A Chartered Accountant with a background in Audit, Dale joined us as Manager - Enterprise Advisory looking for a new challenge. In less than a year, Dale became a Partner in our Bookkeeping & CFO Services division. One of Dale’s favourite parts about his work is the opportunity to get to know people, and he loves a good chat.
Jason Parish
PARTNER
Jason joined Carbon in 2020 as a partner within our advisory division. After successfully owning and managing Parish Business Services for many years, he made the decision to join our network to experience the benefits of a forward-thinking accounting firm with a passion for technology.
Ryan Finkelstein
CA
DIRECTOR
Bookkeeping & CFO Services
Ryan Finkelstein
DIRECTOR
Before joining Carbon, Ryan travelled the world, working both in audit and commerce. He values the role of being a trusted business advisor and enjoys delivering practical, fit-for-purpose, quality solutions that is fundamental in growing a client’s business. Outside of work, Ryan enjoys spending time with his family and friends.
Jack Schoppe
CA
FINANCE MANAGER & CORPORATE ADVISOR
Bookkeeping & CFO Services
Jack Schoppe
FINANCE MANAGER & CORPORATE ADVISOR
With a background in auditing, Jack, a Chartered Accountant and an Associate of the Governance Institute of Australia, has 11.5 years of experience providing various audit/assurance services for listed, private and not-for-profit entities. Specialising in mining, technology and industrial sectors, he's worked in Perth, London, the Philippines and several other Australian cities. Outside of work, Jack enjoys golf, fitness, learning Portuguese, scuba diving, travelling and being a sports fanatic.
Amy Fidler
CA
SENIOR MANAGER
Bookkeeping & CFO Services
Amy Fidler
SENIOR MANAGER
Before joining Carbon, Amy worked as an Auditor at a mid-tier accounting firm in Perth. After five years in auditing, Amy came to Carbon looking for something new and challenging. Her favourite aspect of her role is meeting new people and helping them achieve their goals. Amy’s perfect weekend usually involves morning yoga, followed by a coastal walk and catching up with friends and family later for a drink.
Karl Donders
CPA
SENIOR MANAGER
Bookkeeping & CFO Services
Karl Donders
SENIOR MANAGER
Karl, a Certified Public Accountant with over 10 years' experience in the energy and resources sector, brings his passion for problem-solving and process improvement to our Perth bookkeeping team. Outside of work, you'll find Karl buried in a good book, whipping up a storm in the kitchen or cheering on his favourite sports teams. In a perfect world, Karl (like many of us) imagines himself relaxing at a resort in Bora Bora.
Ainslie Simpson
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SENIOR CLIENT MANAGER
Bookkeeping & CFO Services
Ainslie Simpson
SENIOR CLIENT MANAGER
Ainslie joined the bookkeeping team at Carbon after completing her Cert IV in Financial Services at WiseClick Training. She’s responsible for the setup, training and troubleshooting within the bookkeeping department. Ainslie ran the financial side of her husband’s business whilst bringing up their two sons. Outside of work, Ainslie enjoys cooking, the beach and running. She’s even run a marathon!
Lisa Cash
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SENIOR CLIENT MANAGER
Bookkeeping & CFO Services
Lisa Cash
SENIOR CLIENT MANAGER
Lisa has a wealth of experience in accounts roles, entering the industry straight from school. Her clients thought it was hilarious when she got married and her surname became Cash; very appropriate for a bookkeeper! Lisa enjoys travelling, and spent three years touring round London and Europe in her 20s. Lisa has her Cert IV in Bookkeeping and is Xero certified.
Madelein Combrink
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SENIOR CLIENT MANAGER
Bookkeeping & CFO Services
Madelein Combrink
SENIOR CLIENT MANAGER
Originally from South Africa, Madelein has a BA law degree and 10 years of work experience as a state prosecutor. She uprooted and moved to Australia in 2008 and now calls Perth home. Madelein had a complete career change, and gained her Cert IV in Financial Services, later achieving her MYOB and Xero certification. Her hobbies include a glass (or two) of wine and speeding on her jet ski.
Jacqueline Cardeaux
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SENIOR CLIENT & QUALITY MANAGER
Bookkeeping & CFO Services
Jacqueline Cardeaux
SENIOR CLIENT & QUALITY MANAGER
An accountant with over two decades of experience, what Jacqueline enjoys most about the accounting industry is the opportunity to support clients in a variety of different industries. She also spent 12 years in Asia for a resort developer in the hospitality industry. Outside of work, Jacqueline loves travelling, gardening and watching her son play sport.
Lisa Bergin
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CLIENT MANAGER
Bookkeeping & CFO Services
Lisa Bergin
CLIENT MANAGER
In between raising her four kids, Lisa has extensive experience in accounts, payroll and admin. Before Carbon, she worked in construction for 18 years and dabbled in running her own business. Now as a Client Manager, she loves problem solving and being in an inclusive environment. Passionate about the outdoors, Lisa loves to swim (eyes shut due to sharks), bike, run and spend time with her family camping.
Natalie Serrao
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CLIENT MANAGER
Bookkeeping & CFO Services
Natalie Serrao
CLIENT MANAGER
Having worked with us since 2012, Natalie started off as the bookkeeper for her husband's business. Since moving to Australia, she continued with her bookkeeping and joined the WiseClick team. She has her Cert IV in Bookkeeping and is currently studying for her Cert IV in Accounting. Natalie has a passion for photography and spends her spare time snapping away.
Jasmina Nesic
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SENIOR BOOKKEEPER
Bookkeeping & CFO Services
Jasmina Nesic
SENIOR BOOKKEEPER
Jasmina's two-decade journey in bookkeeping spans numerous sectors including manufacturing, hospitality and real estate. Her expertise blossomed from working in law and accounting firms to running her own practice for 10 years. She finds joy in streamlining processes and enabling clients to focus on business growth. Off-duty, Jasmina loves to paint, explore art exhibitions, tend to her garden and relax by the beach with a good book.
Kerri Jennings
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SENIOR BOOKKEEPER
Bookkeeping & CFO Services
Kerri Jennings
SENIOR BOOKKEEPER
With more than 15 years’ experience in the hospitality and building industries, Kerri is a true asset to our bookkeeping team. She previously lived in New Zealand for 23 years, before moving back to Australia in 2004. A mother of three, she enjoys spending the weekends with her family doing yoga or going for a nice long walk.
Heather Wilson
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BOOKKEEPER
Bookkeeping & CFO Services
Heather Wilson
BOOKKEEPER
Heather joins us with over ten years of administration and payroll experience and is currently completing a Bachelor of Commerce. Heather’s favourite part of her job is getting to share that special moment with a client when they’re no longer stressed by their books. When she’s not at work, Heather enjoys spending time at the beach or watching movies with her family.
Josh Wiriadisastra
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BOOKKEEPER
Bookkeeping & CFO Services
Josh Wiriadisastra
BOOKKEEPER
Currently in his first year of university, Josh joins us as a junior bookkeeper. Being relatively new to the industry, Josh enjoys being able to gain practical experience by working with his colleagues and clients. Josh’s hobbies outside of work include sports (basketball, AFL, MMA just to name a few!) and catching up with friends.
Kristy Murray
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BOOKKEEPER
Bookkeeping & CFO Services
Kristy Murray
BOOKKEEPER
Kris joined us in late 2020 with a wealth of industry knowledge from customer service, retail, administration, accounts, and bookkeeping. She is an Affiliate member of the institute of Certified Bookkeepers (ICB). Having previously worked in small family business partnership she understands first-hand the challenges these groups face. She is a mum of two and when time permits, she loves to sew or read.
Santi Yasay
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BOOKKEEPER
Bookkeeping & CFO Services
Santi Yasay
BOOKKEEPER
After 13 years with Sydney Water Corporation as an accounts/customer service officer, Santi moved to Perth. While raising her two kids, she completed a Certificate IV in Bookkeeping and Accounting. She has 8 years of bookkeeping experience and has spent those years as a bookkeeper at 4 different accounting firms. Outside work, Santi likes travelling, going to the gym and spending time with family and her dogs.
Sara Taylor
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BOOKKEEPER
Bookkeeping & CFO Services
Sara Taylor
BOOKKEEPER
After three years of experience in the bookkeeping industry, Sara joins our Forrestdale team with a wealth of knowledge. A lover of the outdoors, Sara loves to spend time with her family and go hiking, horse riding and biking. She recently visited Rottnest Island and fell in love with the crystal-clear waters.
Tanya Dellaca
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BOOKKEEPER
Bookkeeping & CFO Services
Tanya Dellaca
BOOKKEEPER
Having previously worked in retail payroll and payroll/industrial relations in the health sector, Tanya brings a wealth of knowledge to our bookkeeping team. Outside of work, Tanya enjoys watching her children play sport and catching up with friends.
Simone Colreavy
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PAYROLL MANAGER
Bookkeeping & CFO Services
Simone Colreavy
PAYROLL MANAGER
Originally from Ireland, Simone moved to Perth in 2012 and works in our bookkeeping team. Simone’s favourite thing about her role is that she can help her clients not only understand their numbers but help them improve their processes. With two young children, Simone’s weekends are pretty full with sports, dance classes and parties but she does love catching up with her friends for dinner.
Simran Thind
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PAYROLL SPECIALIST
Bookkeeping & CFO Services
Simran Thind
PAYROLL SPECIALIST
Simran is a payroll pro who loves crunching numbers and working within a team. With two years of experience and a Bachelor of Accounting from La Trobe University, Simran helps clients navigate the accounting and tax side of their business. In her free time, Simran loves hanging out with family and friends, streaming Netflix, working out and trying new restaurants on weekends.
Beth Goode
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OFFICE MANAGER
Bookkeeping & CFO Services
Beth Goode
OFFICE MANAGER
Beth joins our Bookkeeping team with 11 years’ experience working in the building and construction industry with a strong foundation in business administration. On the weekends, you can find Beth spending time with her family and friends.
Stef Balt
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PERSONAL ASSISTANT
Bookkeeping & CFO Services
Stef Balt
PERSONAL ASSISTANT
With a client-focused background in retail, recruitment and health and fitness, Stef joined our Bookkeeping & CFO Services team as a Personal Assistant, embracing (and excelling in) an industry she was unfamiliar with. Outside of work, Stef enjoys being the “cool” aunt, playing piano with a glass of red, and socialising with friends. Stef is also a fully qualified graphic designer and still likes to dabble when she has the time.
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.
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.
David Riddell
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MANAGER
Concierge
David Riddell
MANAGER
David Riddell joined Carbon in 2019 as we launched Carbon Concierge and brings his people and communication skills to the division. As someone who loves working with and helping businesses, David enjoys helping business owners find more time in their day to focus on what’s important to them.
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.
Belinda Lucas
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ACCOUNT MANAGER
Insurance Brokers
Belinda Lucas
ACCOUNT MANAGER
As an Account Manager, Belinda enjoys meeting clients and the variety of businesses that she gets to insure. In her downtime, Belinda can be found in her sewing room making quilts and watching romantic comedies with a glass of wine! Belinda loves Europe and has visited several times yet still hasn’t seen all of it!
Rodney Carter
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ACCOUNT MANAGER
Insurance Brokers
Rodney Carter
ACCOUNT MANAGER
Rodney joined our Business Insurance team in 2021 as our newest Account Manager. He brings 28 years’ worth of experience to the team and loves to help his clients reduce their risk exposure. Rodney loves the outdoors and can be found running or cycling when he’s not at work.
Sandra Paolino
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ASSISTANT CLIENT MANAGER
Insurance Brokers
Sandra Paolino
ASSISTANT CLIENT MANAGER
Sandra is an asset to our Business Insurance division, joining us with over 15 years of experience. She loves the hands-on aspect of her role and being able to help her clients with all their insurance needs. Sandra lived in Rome for a year and a half and swears by the food, history and architecture. A Fun fact about Sandra is that she knows how to salsa, which always makes her a party favourite!
Jamie Tonus
FINANCIAL PLANNER
With seven years of experience, Jamie brings a wealth of knowledge to our team. He holds a Bachelor of Commerce and Graduate Diploma in Financial Planning and has experience as Compliance Analyst. This experience has helped him in providing ethical advice to clients. His perfect weekend includes a morning cycle or dog walk, coffee with friends and watching the West Coast Eagles, his favourite team in the AFL.
Mark Edwards
FINANCIAL PLANNER
Mark Edwards has worked in financial services since 1999 and values the friendships he has formed with clients over the years. He has a Bachelor of Commerce in Property and Finance, a Diploma of Financial Planning and is also Certified Financial Planner (CFP). In his free time, Mark enjoys windsurfing and spending time with his family, and will soon give wood carving a crack.
Jerome Orr-Young
BCom DFP
CLIENT SERVICES OFFICER
Wealth Management
Jerome Orr-Young
CLIENT SERVICES OFFICER
Jerome joins us with 7 years of experience and a Bachelor of Commerce and Diploma in Financial Planning. He loves helping clients achieve their financial goals and when not working, he enjoys playing basketball, table tennis and board games. Jerome also enjoys spending his weekends with friends, relaxing at the beach, playing sports and is an adventure lover who has travelled to every continent, including Antarctica.
Jessica Harvey
BCom
CLIENT SERVICES OFFICER
Wealth Management
Jessica Harvey
CLIENT SERVICES OFFICER
Jessica built a strong foundation in finance and economics through her studies at UWA and gained experience in financial planning and corporate finance roles. What Jessica loves most about her role is helping clients achieve their personal and financial goals. Outside of work, Jessica embraces an active lifestyle by starting her mornings with yoga, followed by a beach swim and a leisurely coastal walk while savouring a cup of coffee.
Ryan Eastman
DIRECTOR
Ryan joined Carbon after 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. 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.
Meg Schmitt
-
LOAN ADMINISTRATOR
Finance & Lending
Meg Schmitt
LOAN ADMINISTRATOR
A thrill for helping clients save money by refinancing or purchasing their dream home, Meg found her calling early, having joined the finance industry straight out of high school. Fast forward eight years and she hasn’t looked back. Never one to turn down a beer, Meg loves to spend her weekends with friends either exploring new restaurants, bingeing something on Netflix or listening to live music.
Jamie Davison
CPA
CO-FOUNDER
Group
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 Dunn, our CFO, is more than just a financial leader. He is a forward-thinking leader with sharp analytical skills.
Surrounded by stakeholders well-versed in the financial arena, Mason navigates this challenging environment by consistently positioning us for growth and innovation, showcasing his ability to anticipate and respond to the ever-changing business landscape.
Outside of work, Mason loves playing video games and cherishing his Pokémon card collection.
Juliana Malta
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GROWTH & MARKETING MANAGER
Group
Juliana Malta
GROWTH & MARKETING MANAGER
Our friendly and fun Marketing Manager joined Carbon in 2020. With over 10 years of experience at top companies like Heinz, Reckitt, BDO, and Wesfarmers, she's a marketing guru dedicated to growth. Juliana's driven, analytical, and loves all things digital marketing. She brings a happy energy to the team and enjoys her downtime at Rottnest Island. Plus, being Brazilian, she cherishes visiting her family back home whenever she can!
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.
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.
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.
Arnie Shinn
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IT MANAGER
Group
Arnie Shinn
IT MANAGER
Arnie joined Carbon in 2020, bringing over 20 years of experience in IT & 16 years in Telecommunications. Arnie is very much a gamer at heart which is where his passion for technology was born. 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 finding new places to camp.
Lee Collins
CA
ACCOUNTANT
Group
Lee Collins
ACCOUNTANT
Lee holds a Bachelor of Commerce (Accounting) and has been part of the Carbon team since the beginning. Initially working as an accountant in a client-facing role, Lee now manages our internal accounts while also supporting a small portfolio of clients.
Brinn Atkinson
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PROJECT SPECIALIST
Group
Brinn Atkinson
PROJECT SPECIALIST
Brinn joined Carbon as a project specialist in 2019. Outside of work, you can find him watching cricket or spending the day at the beach with his daughter and wife.
Georgia Fiorenza
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MARKETING COORDINATOR
Group
Georgia Fiorenza
MARKETING COORDINATOR
Georgia joined Carbon in 2021 as our Marketing Assistant and later as Marketing Coordinator. With her she brings a Bachelor’s degree in Marketing, Advertising and Public Relations and experience working in events and hospitality. Georgia is a big film and television buff and in her spare time can be found watching movies, trying new restaurants, and exploring hidden gems in the city.
Daniel Khoury
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IT Assistant
Group
Daniel Khoury
IT Assistant
Originally joining Carbon for workplace learning during his final year of high school, Daniel decided he wanted to dive more into the IT world and now joins us permanently as our IT Assistant. Daniel’s hobbies outside of IT include camping either on a beach or near a lake, staying active and exploring the outdoors.
Tilly Bain
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TEAM ADMINISTRATOR
Group
Tilly Bain
TEAM ADMINISTRATOR
Tilly joins us as one of our Team Administrators, looking after our clients (and undoubtedly all of us as well). Tilly is most excited about the relationships she’ll form throughout the company and the perfect work/life balance. Tilly enjoys going camping or hiking, and her favourite holiday destination is Exmouth, famous for the clear turquoise water and marine life.
Kendall Griffiths
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DIRECTOR OF FIRST IMPRESSIONS
Group
Kendall Griffiths
DIRECTOR OF FIRST IMPRESSIONS
Kendall is one of our amazing receptionists with a passion for making clients feel at home. She recently worked as a bartender and waitress in Rottnest Island and previously at a medical and cosmetic centre in Cottesloe. Kendall enjoys staying active by walking, going to the gym and spending time at the beach. She also loves to indulge in dinner and drinks with friends and like many of us, loves to sleep-in when she can.
Contact us
Address
24 Hasler Road
Osborne Park WA 6017
Osborne Park WA 6017
Contact number
(08) 6444 6645
Email
info@carbongroup.com.au
Office hours
Monday - Friday: 8:30 - 17:00
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