Private Clients & Family Offices Archives | Page 2 of 3

Jonathan is a Manager, working with a variety of different clients and industries including SMEs, Franchisees, Property Development & Construction, Private Clients & Family Offices, Wholesaling and Professional Services.

Kimberly is an Accountant, building experience in SMEs, Franchisees, Hospitality, Property Development & Construction, Private Clients & Family Offices, Medical Professionals and Professional Services.

Kim is a Senior Manager, focusing on SMEs, Hospitality, Entertainment and Private Clients & Family Offices. She has been working in the accounting industry since 2007, working closely with investment-based clients and SMEs.

Lucy is a Senior Accountant, focusing on SMEs, Franchisees, Hospitality, and Private Clients & Family Offices. She has sound knowledge in taxation, business services and Fringe Benefits Tax. Lucy has a degree in Accounting & Finance from Monash University and is currently undertaking her CA studies.

Mitchell is an Accountant, focusing on SMEs, Property Development & Construction, and Private Clients & Family Offices. He assists the team with taxation and compliance matters. Mitchell has a degree in Commerce, majoring in Accounting, from Monash University and is currently working towards attaining his CA.

Paul is a Senior Manager at Johnson Partners, focusing on SMEs and Private Clients & Family Offices. He has a keen interest in technology advances within the accounting industry, especially finding ways to integrate those new technologies with clients.

Sam is an Assistant Manager, working across a broad range of industries in the SME sector including Property Development & Construction, Hospitality, Entertainment, Private Clients & Family Offices and Wholesaling. He specialises in business structuring, assisting clients with asset protection and tax planning.

Sam is an Accountant, focusing on SMEs, Franchisees, Hospitality, and Private Clients & Family Offices. She assists the team with taxation and compliance. Sam has a degree in Business, majoring in Accounting, from RMIT and is currently working towards attaining her CA.

Simon is a Senior Manager, focusing primarily on clients within SMEs, Property Development & Construction, and Private Clients & Family Offices. Simon is an expert in GST application & advice as well as entity structuring, tax planning & cash flow strategies.

Stephen is an Accountant, focusing on SMEs, Property Development & Construction and Private Clients & Family Offices. He specialises in negotiating with the ATO on behalf of clients, and financial reporting.

Stephen Mgoneh

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