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Accountants Swan Valley
Welcome to Carbon Swan Valley
Our Swan Valley Services
Providing Ellenbrook and the Swan Valley region with cloud-based accounting solutions
Carbon Swan Valley are registered tax agents and qualified practising accountants, providing the skills and qualifications to ensure your accounting and tax work is performed accurately and efficiently.
Our focus is to provide exceptional tax and accounting services to individuals and small to medium-sized businesses within the Ellenbrook and wider Swan Valley region.
We offer other important business services as well, including bookkeeping, cloud-based integrations for accounting and bookkeeping systems, finance, business insurance, wealth management, and can help with the R&D tax incentive.
Our proud history
In 2015, Carbon opened the doors to its second Western Australian office after partnering with Swan Valley Tax & Accounting.
We expanded our reach in the area further when we partnered with Ellenbrook Tax and Accounting in 2018. By joining forces, we were able to extend our service reach within the area and better serve local businesses and individuals.
Led by award-winning Accounting & Tax Partners Michelle Maynard and Steve Wai, Carbon Swan Valley have a wealth of experience to offer you and your business.
Proudly supporting our Swan Valley Community
Supporting the local Ellenbrook and Swan Valley communities are very important to the team at Carbon. We believe it’s important to go beyond monetary donations and throw ourselves into hands-on activities which is why we love to host our annual Family Fun Day and see all the smiling faces having a blast on the day.
Some of the causes our Ellenbrook Carbonites have supported include Movember, International Women’s Day and the World’s Greatest Shave.
Our Insights
How can we help you?
A local team dedicated to your business.
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.
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.
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.
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.
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.
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!
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.
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.
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
40 Ellen Stirling Parade
Ellenbrook WA 6069
Ellenbrook WA 6069
Contact number
(08) 6296 7788
Office hours
Monday - Friday: 9:00 - 17:00
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