11 November, 2021
ESS reporting requirements for employers
How much do you know about ESS reporting requirements for employers? If your answer is ‘not much’ or ‘what is that...
Welcome to Carbon Perth
Our Perth Services
About our Perth branch
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, 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.
Business experts near you
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
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 late 2017 as an accounting and bookkeeping partner. She has an extended amount of knowledge om tax accounting, planning and estimates, cloud integration, payroll and SMSF. Michelle loves working with small businesses and being the person who helps them understand the numbers around their business. 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.
Barry Haydon
PARTNER
Barry joined Carbon in 2021 after his accounting and financial services firm, Haydon Kinnaird, partnered with Carbon. With extensive experience in the banking and finance sector, Barry launched his own business in 1984. He worked closely with owners of all sized businesses to help them build and grow, establishing a strong base of client loyalty.
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.
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 tax and joining the gaps in their knowledge to empower them. His perfect weekend includes dinner out with his wife and a glass (or bottle) of wine. James has travelled to many places, but still believes Perth is the best place to be. He is a jazz fan, and even plays the saxophone!
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. One of her work highlights is being part of the start-up team for National Online Trading (NAB Stock Broking) in 1999. 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.
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, having a meal at a restaurant and then bingeing something on Netflix.
Brittany Follett
CA
CLIENT MANAGER
Accounting & Tax
Brittany Follett
CLIENT MANAGER
Brittany joins our Osborne Park team after three years at 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 and help them with their accounting and tax needs. When Britt’s not at work, you can find her trying and reviewing craft beer, which she describes as a dangerous hobby, and spending time with family and friends. Her favourite destination is Prague and her most memorable moment is trying trdelnik (a type of cake).
Brett Newell
CPA
CLIENT MANAGER
Accounting & Tax
Brett Newell
CLIENT MANAGER
After graduating university, Brett started his career teaching Economics and Business Studies to high school students both in New Zealand and the UK. Brett relocated to Australia in 2009 for a career change, taking on a challenging accounting role for a boutique public practice firm.
Heiko Petschukat
CA
CLIENT MANAGER
Accounting & Tax
Heiko Petschukat
CLIENT MANAGER
Originally from Hamburg, Germany, Heiko joined Carbon in 2021 bringing more than eight years of experience to the table. His favourite part about working in accounting is getting to meet new people and helping them achieve their business goals. Outside of work, Heiko enjoys hiking, playing tennis and socialising with family and friends.
Eka Putra
CA
CLIENT MANAGER
Accounting & Tax
Eka Putra
CLIENT MANAGER
Eka is a CA and he brings over 13 years of Accounting experience and knowledge to the Carbon Osborne Park team. 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. His favourite place in the world is Japan as he enjoys its culture and people.
Susie Quadrio
CA CTA
CLIENT MANAGER
Accounting & Tax
Susie Quadrio
CLIENT MANAGER
Susie is a practice manager within our accounting division. She 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 gorgeous little boy, Dominic.
Ghazal Boustanchi
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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.
Mila Fotchenkova
CPA
ACCOUNTANT
Accounting & Tax
Mila Fotchenkova
ACCOUNTANT
Mila brings over 7 years of accounting experience and knowledge to the Carbon Osborne Park team. She enjoys working in the industry for diversity and the opportunity to meet new people. When she is away from the office, she enjoys cycling and kayaking with her family. Her favourite place that she has travelled to is Singapore, where she was mesmerised by the Gardens by the Bay which reminded her of the movie Avatar. Originally from Russia, Mila now calls Perth home.
Ryan Goh
CA CTA
ACCOUNTANT
Accounting & Tax
Ryan Goh
ACCOUNTANT
Ryan is an accountant, working in our Swan Valley office. He graduated from UWA with a Bachelor of Commerce, majoring in Financial Accounting, Managerial Accounting and Corporate Finance. Ryan is pursuing a Diploma of Applied Tax Law from the Tax Institute and will be achieving his Chartered Tax Advisor (CTA) qualifications in December 2018. Ryan is dedicated to his studying, but also loves travelling and seeing new things.
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.
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.
Ria Limaye
CPA
ACCOUNTANT
Accounting & Tax
Ria Limaye
ACCOUNTANT
Ria is an Accountant, working in our Swan Valley office. She enjoys developing relationships with her clients and assisting businesses along the journey to achieve their goals. Outside of work, she enjoys playing badminton and exploring different restaurants around Perth. She has also directed and acted in many dramas and can’t get enough! Ria has lived in Perth for the last 13 years however she enjoys visiting her family in India and spending time with them. She is aspiring to one day learn sign language.
Andre Meyer
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ACCOUNTANT
Accounting & Tax
Andre Meyer
ACCOUNTANT
Andre holds a Bachelor of Commerce (Economic and Informatics) and specialises in enhancing the productivity of our client’s businesses with Xero integrated cloud applications. Yes, this is as good as it sounds. Andre likes his food and is Carbon’s official advocate for the benefits of eggs, salmon and avocado. He once met Pete Evans from MKR in JB-Hifi and shook him by the hand. He’s a big foodie fan bless him.
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.
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!
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!
Renae Brookes
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PERSONAL ASSISTANT
Accounting & Tax
Renae Brookes
PERSONAL ASSISTANT
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.
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?
Lisa Young
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PERSONAL ASSISTANT
Accounting & Tax
Lisa Young
PERSONAL ASSISTANT
Lisa is originally from the UK but ended up in Australia 7 years ago after backpacking and now calls Perth home! Previously working as a PA back in the UK, once moving to Perth she worked at BDO and has since started with Carbon as the PA to Nathan Hood. She enjoys that every day is different and assisting clients and making others lives easier. On the weekends she enjoys hiking with her friends and her next goal is to complete the Bibbulmun track!
Josh Dearle
CA
PARTNER
R&D and Grants
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.
Maitreya Speering
CA
PARTNER
R&D and Grants
Maitreya Speering
PARTNER
Based in Roleystone, Maitreya has more than seven years' experience in R&D. He has worked in a variety of industries including software, mining, agriculture, engineering, construction, manufacturing and oil and gas. He is passionate about assisting engaged, ambitious and talented entrepreneurs achieve their goals in developing and commercialising innovative technology.
Erion Haxhiraj
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R&D TAX INCENTIVE ANALYST
R&D and Grants
Erion Haxhiraj
R&D TAX INCENTIVE ANALYST
Erion joined Carbon in 2021 as our R&D Tax Incentive Analyst. Originally from Albania, Erion moved to Australia in 2013 with his wife. Since then, he has worked in a variety of accounting and bookkeeping roles which has allowed him to work with many different businesses. Erion is a man with many hobbies, enjoying chess, snorkelling, table tennis and exploring new places outside of the city.
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.
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.
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.
Dale Ettridge
ASSOCIATE 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 stepped into the role of Associate 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.
Addie Choon
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MANAGER - ENTERPRISE ADVISORY
Bookkeeping & CFO Services
Addie Choon
MANAGER - ENTERPRISE ADVISORY
Addie joins our Bookkeeping & CFO Services team as our newest Enterprise Advisory Manager. With a background in audit, Addie joins us from Hall Chadwick WA looking for a new challenge and new ways to help his clients. When Addie’s not at work, you can find him spending time outdoors with his family and friends. He speaks four languages, which is considered pretty normal in Malaysia and only has two things left on his bucket list: sky diving and hunting.
Lisa Cash
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CLIENT MANAGER
Bookkeeping & CFO Services
Lisa Cash
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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CLIENT MANAGER
Bookkeeping & CFO Services
Madelein Combrink
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 her home. Madelein had a complete career change, and studied in Australia to gain her Cert IV Financial Services, later achieving her MYOB and Xero certification. Her hobbies include a glass (or two) of wine with friends, and speeding on her jet ski.
Donella Curley
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CLIENT MANAGER
Bookkeeping & CFO Services
Donella Curley
CLIENT MANAGER
With an Advanced Diploma in Accounting and 15 years of experience working in the accounting and bookkeeping industry, Donella is an asset to our Bookkeeping & CFO Services team. Her favourite thing about the industry is helping her clients improve their business by upgrading their business systems. When Donella isn’t at work, you can find her off on adventures around Western Australia with her twin boys!
Chantel Gouges
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CLIENT MANAGER
Bookkeeping & CFO Services
Chantel Gouges
CLIENT MANAGER
Chantel joins our Bookkeeping & CFO Services team in Osborne Park as our newest Client Manager. With her she brings years of experience working in a variety of administration and bookkeeping roles. Chantel completed a Bachelor of Commerce majoring in accounting and plans to further her studies through the CA/CPA program. When she’s not ubering her kids around, Chantel is always up for a new adventure, whether that be camping, going to concerts or exploring new trails.
Natalie Serrao
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CLIENT MANAGER
Bookkeeping & CFO Services
Natalie Serrao
CLIENT MANAGER
Natalie has been with the company since 2012. Originally from South Africa, Natalie worked for 10 years doing the bookkeeping 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.
Ainslie Simpson
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CLIENT MANAGER
Bookkeeping & CFO Services
Ainslie Simpson
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!
Laura Windus
CA
CLIENT MANAGER
Bookkeeping & CFO Services
Laura Windus
CLIENT MANAGER
By all reports, Laura is a lifesaver and a valued member of the team. She somehow juggles work and family and is a pro at both. She leads a very active lifestyle and enjoys outdoor activities with her 2 young children. A big sports fan, Eagles supporter specifically which causes a bit of tension in the bookkeeping department. Laura Graduated from Curtin in 2010, with Bachelor of Commerce (with Distinction).
Heather Wilson
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BOOKKEEPER
Bookkeeping & CFO Services
Heather Wilson
BOOKKEEPER
Heather joins our Swan Valley team with over ten years of administration and payroll experience and is currently completing a Bachelor of Commerce, majoring in Accounting and Taxation. 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 bookkeeping requirements. Getting to know her clients and the industry they work in is also a big bonus in Heather’s eyes. When she’s not at work, Heather enjoys spending time at the beach or watching movies with her family.
Ellen Thomas
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ADMIN ASSISTANT / BOOKKEEPER
Bookkeeping & CFO Services
Ellen Thomas
ADMIN ASSISTANT / BOOKKEEPER
Ellen brings nine years of accounting experience to the team in Swan Valley. As an Admin Assistant / Bookkeeper, her favourite thing about the accounting industry is that every person she meets always has an interesting story. When Ellen’s not at work, she can be found camping or playing with her two daughters. If Ellen wasn’t in accounting, she could have very well been a golf prodigy, having come second place in a golf tournament when she was 9 years old. Tiger Woods watch out!
Simone Colreavy
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PAYROLL SPECIALIST
Bookkeeping & CFO Services
Simone Colreavy
PAYROLL SPECIALIST
Originally from Ireland, Simone moved to Perth in 2012 and hasn’t looked back since. She started her career back in Ireland after completing a Bachelor of Business Studies majoring in Accounting and Finance. Simone’s favourite thing about working in bookkeeping is that through her role 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.
Aswathy (Ash) Muraleedharan
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JUNIOR FINANCIAL ACCOUNTANT
Bookkeeping & CFO Services
Aswathy (Ash) Muraleedharan
JUNIOR FINANCIAL ACCOUNTANT
Ash joins our Bookkeeping team in Osborne Park as a Junior Financial Accountant. She is currently doing a Master of Professional Accounting at ECU and has held graduate roles at two other accounting firms. Ash finds working in accounting to be a very rewarding career because when there is trust and respect between an accountant and client, great things can happen. Her stress reliever is dancing and when she is not at work, you can find her trying new breakfast cafes.
Karen Wishart
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PERSONAL ASSISTANT
Bookkeeping & CFO Services
Karen Wishart
PERSONAL ASSISTANT
Having lived in Chicago, Illinois for the past 18 years, Karen is enjoying settling back into living and working in Perth. A woman of many trades, Karen has developed her skills by working in a variety of industries most notably as a Registered Nurse, Medal and Legal Analyst and Dealers Assistant. Being a personal assistant in an accounting firm is a first for her and she’s excited for the challenges that it brings. Karen is an avid swimmer and on her days off can be found at the beach soaking up the sun or doing Jung Shim, a Korean energy healing practice.
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.
Sarah Brown
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ACCOUNT MANAGER
Insurance Brokers
Sarah Brown
ACCOUNT MANAGER
Having started her career in the UK, Sarah has combined that experience with 23 years' experience in the Australian market to provide clients with excellent service every time.
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.
Belinda Lucas
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ACCOUNT MANAGER
Insurance Brokers
Belinda Lucas
ACCOUNT MANAGER
Belinda works in our Insurance team in Osborne Park. She enjoys meeting her clients and the variety of businesses that she gets to insure. In Belinda’s downtime, she can be found in her sewing room making quilts while watching romantic comedies with a glass of wine! She also enjoys travelling to admire the different history and architect the world has to offer. Belinda has visited Europe several times with her husband but still hasn’t seen it all!
Ann De Blank
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SPECIALIST SERVICES
Insurance Brokers
Ann De Blank
SPECIALIST SERVICES
Ann joined Carbon Insurance in 2020 with a background in bookkeeping and insurance. Ann moved into the insurance world two years ago and loved it so much she hasn’t left. Outside of work, Ann loves all things French – who doesn’t!
Lauren Brown
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BROKER ASSISTANT
Insurance Brokers
Lauren Brown
BROKER ASSISTANT
Coming from a family of insurance brokers, you could say Lauren found her calling early. After dabbling in a few other industries, she’s very happy to be back working in the insurance and financial services industry with Carbon. She is currently completing a Cert IV in Business and would love to further her studies in Insurance Broking later down the line. An adrenaline junkie, Lauren enjoys rock climbing and skydiving, and on the weekends she can be found trying out new restaurants, taking her puppy to the beach or having a chilled night at home.
Janean Hicks
DIRECTOR
Janean joins Carbon with over 25 years’ experience in the financial planning industry. After losing her father as a young girl and experiencing the drama that followed because he didn’t have his financial affairs in order, Janean was passionate to ensure other families have their finances in order so they do not suffer in the same way.
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.
Robert Kruit
AFP
FINANCIAL PLANNER
Wealth Management
Robert Kruit
FINANCIAL PLANNER
We welcomed Rob to the Carbonite team in 2021, and we couldn’t be happier. Armed with a wealth of knowledge from his time as a financial planner, a Bachelor of Business – Major in Finance, Graduate Certificate in Financial Planning, Rob offers clients practical advice that they can use to grow their personal wealth.
Kiran Kaur
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ASSOCIATE ADVISOR
Wealth Management
Kiran Kaur
ASSOCIATE ADVISOR
Highly driven and always looking a challenge, Kiran is the perfect fit for our wealth management team. With a Bachelor of Commerce and Diploma in Financial Planning, Kiran began her career at a very young age and has since gained a high level of understanding in the financial process and how to best advise her clients with their personal finances. Kiran is a huge Harry Potter fan and can probably quote the series word-for-word. Not only is Kiran working towards her Graduate Diploma in Financial Planning, she is also planning on becoming a Certified Scuba Diver.
Savannah Hicks
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CLIENT MANAGER
Wealth Management
Savannah Hicks
CLIENT MANAGER
Savannah is our new Client Manager in Wealth Management. She brings more than six years of experience in the financial planning industry and enjoys the fact that there is always continuous learning and constant gratification in helping clients better understand their finances. On weekends, you can find Savannah either at the beach or socialising with friends over brunch.
Nelly Sadler
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CLIENT MANAGER
Wealth Management
Nelly Sadler
CLIENT MANAGER
Nelly joined our team in 2020 with her Masters in Finance and Banking. In her spare time, Nelly loves to sail - preferably without capsizing and she loves to bake. We're submitting our orders now!
Clair McCormack
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CLIENT SERVICES OFFICER
Wealth Management
Clair McCormack
CLIENT SERVICES OFFICER
Clair has a wealth of experience in financial planning administration and support roles. Clair worked within large investment banking organisations in the UK and boutique financial planning practices in Perth before she joined Carbon in 2021.
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.
Lisa Backhouse
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FINANCE BROKER
Finance & Lending
Lisa Backhouse
FINANCE BROKER
After 20 years of working in a few different industries, Lisa decided it was time for a change. The people skills that she developed over time in her sales and hospitality roles were a perfect fit for the finance industry. Lisa’s qualifications include a Certificate IV in Finance and Mortgage Broking, Diploma of Finance and Mortgage Broking Management, Diploma of Financial Services (Financial Planning) and MFAA Accredited Mortgage Broking Mentor. Lisa’s favourite part of her job is the people, the challenges and helping her clients find solutions.
Kate Garrett
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FINANCE BROKER
Finance & Lending
Kate Garrett
FINANCE BROKER
Before becoming a finance broker, Kate worked as a broadcast journalist but found the role unfulfilling. After moving to the financial services world, she discovered the industry was the perfect fit for her. Kate’s qualifications include a Bachelor degree, Certificate IV in Finance & Mortgage Broking, Diploma of Finance and Mortgage Broking Management. For Kate, the thing she loves the most is being able to help her clients get into their first home, or out of financial strain.
Rachel Booth
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LOAN ADMINISTRATOR
Finance & Lending
Rachel Booth
LOAN ADMINISTRATOR
Rachel accidentally stumbled into the finance industry after she was approached by another business. Rachel’s favourite part about her role is the ability to help her clients realise their dreams and goals are much more obtainable than they think. When Rachel’s not at work, you can find her at the beach, reading a book or riding motorcycles.
Lidia Macri
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LOAN ADMINISTRATOR
Finance & Lending
Lidia Macri
LOAN ADMINISTRATOR
After working in the banking industry for over 20 years, Lidia moved to mortgage broking and hasn’t looked back since. Her favourite part of her job is getting to see the excitement in her client’s face when their dream of purchasing their first home becomes a reality. Lidia is an avid traveller but her fondest memories are from living in Europe and getting married in Mauritius. On the weekend, you can find Lidia exploring new cafes or taking part in some much-needed retail therapy.
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.
Ray Backhouse
AFP
HEAD OF FINANCE
Group
Ray Backhouse
HEAD OF FINANCE
Ray joined Carbon in 2021 after a successful partnership with his financial services firm, Myriad Financial. For Ray, finance has always been a component of his working life. It was a natural progression for Ray to become a finance and mortgage broker as the role utilised all the skills and knowledge that he had accumulated over his career. For Ray, his ‘why’ is all about people. He loves to meet people and help them by finding solutions for their personal and business aspirations.
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.
Juliana Malta
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MARKETING MANAGER
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Juliana Malta
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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MARKETING MANAGER
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Zoe Canavan
MARKETING 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.
Georgia Fiorenza
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MARKETING ASSISTANT
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Georgia Fiorenza
MARKETING ASSISTANT
Georgia joined Carbon in 2021 as our Marketing Assistant. 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.
Lee Collins
CA
FINANCIAL CONTROLLER
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Lee Collins
FINANCIAL CONTROLLER
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.
Brad Wines
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FINANCIAL CONTROLLER
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Brad Wines
FINANCIAL CONTROLLER
Brad brings with him his degree in Bachelor of Business (Accounting) and a wealth of knowledge with 15 years’ experience. His keen eye for detail and organisational skills make him perfect for analysing financial data and forecasts. When not crunching numbers or enjoying time with his family, Brad strives to plant trees and play better golf.
Brinn Atkinson
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PROJECT SPECIALIST
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Brinn Atkinson
PROJECT SPECIALIST
Brinn joined Carbon as a director for the finance division in 2019.
Susanne Ascott
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IN-HOUSE COUNSEL
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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
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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!
Alex McLennan
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OFFICE & EVENTS COORDINATOR
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Alex McLennan
OFFICE & EVENTS COORDINATOR
Alex joined us in 2018 as our Director of First Impressions. She's been looking after our clients (and us!) exceptionally well ever since. Alex keeps us all in line and there are some days we need it more than others! in 2021, she stepped into the role of Office & Events Coordinator, taking care of our Osborne Park office and internal events. When she's not looking after us Alex loves escaping down south for a weekend adventure.
Matilda Bain
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DIRECTOR OF FIRST IMPRESSIONS
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Matilda Bain
DIRECTOR OF FIRST IMPRESSIONS
Matilda joins our Osborne Park office as our newest Director of First Impressions, looking after our clients (and undoubtedly all of us as well). Matilda is most excited about the relationships she’ll form throughout the company and the perfect work/life balance. Matilda enjoys going camping or hiking with her friends and family, and her favourite holiday destination is Exmouth, famous for the clear turquoise water and marine life.
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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