Nick is a Certified Practising Accountant with degrees in accountancy, financial planning and applied finance.
With over 20 years experience in business, he focuses on the SMSF, business advice & financial planning services needs of clients.
Nick divides his time between servicing clients in the Barossa and Adelaide.
Jonathon joined the practice in 2003 and received a Bachelor of Commerce from UniSA shortly thereafter.
He was admitted as a member of the Institute of Chartered Accountants in June 2008 and attained his public practice certificate in 2016 and has been a tax agent since 2015.
Jonathon has deep expertise in a wide range of taxation areas – FBT, WET, CGT, GST, Income tax & state taxes and enjoys solving accounting problems.
His client services include accounting & tax compliance & advice to small and medium business.
Jonathon’s out of work hobbies include staying active including participating in team sports, travelling and financial markets.
Jordan is a Certified Practicing Accountant and tax agent with a Bachelor of Business (Accounting) degree.
Jordan offers over 15 years’ experience and he enjoys working closely with clients to help them achieve their goals. His expertise areas include tax & tax planning, compliance, business services and client accounting software solutions.
Outside of work Jordan enjoys playing hockey and spending time with his family.
Angela has over 30 years experience having commenced working at Barossa Accounting and Tax Services in 1987.
She completed a Bachelor of Business (Accountancy) in 1996, attained her Chartered Accountant status in 2008, and received her public practice certificate in 2016.
Angela heads up the audit services at Barossa Accounting & Tax services as well as meeting the tax and accounting needs of individual & small business clients.
Her pastimes include doing crosswords and sudukos, playing tennis, fishing and spending time with her family.
John joined the practice in 2011 after receiving a Bachelor of Commerce from UniSA.
He became a full member of the Institute of Chartered Accountants in 2015 and attained his public practice certificate in 2019.
John specialises in small business accounting and tax, individual tax returns and SMSF accounting and administration.
He enjoys spending time with his growing family, playing tennis and is a passionate Port Adelaide and Adelaide United supporter.
Kelly began working at the practice at the start of 2016 as a graduate accountant.
She completed her degree at Adelaide University in Accounting and Corporate Finance in June 2017 and became a member of Chartered Accountants in August 2020.
Her experience includes general tax and accounting work, self managed super funds and ASIC compliance.
She enjoys spending time at the river during summer with family and friends as well keeping active whenever she can.
Jodie commenced working at the Practice in March 2014 and manages the Financial Planning compliance and administration requirements of the business.
Jodie completed an Advanced Diploma of Financial Services in 2007 and a Bachelor of Accounting in 2014.
Prior to having time out of the workforce to have children Jodie worked for a financial planning firm in Adelaide followed by an accounting firm in Bordertown.
Outside work time, Jodie enjoys spending time with family & friends.
Courtney began working at Barossa Accounting and Tax in early 2019. She completed her Bachelor of Commerce (Accounting) the same year and subsequently began full-time employment at the firm.
Her experience includes general accounting & tax work, as well as work on self managed super funds and audit.
She enjoys baking, playing the piano and spending time with family and friends
Alan joined the firm in March 2018 as a full time Financial Adviser. He has 21 years experience in the financial advice services industry.
Alan enjoys umpiring local football & playing squash.
Alan is an authorised representative of Merit Wealth Pty Ltd (AFSL 409361).
His ASIC authorised representative number is 239341.
Trish began at Barossa Accounting and Tax in 1982 and is responsible for data entry and processing of many clients records, and also provides some onsite assistance to clients.
Trish still has a keen interest in the local netball community, but is spending more time driving around in a restored 68 Camero and listening to live music with her husband Paul.
Josie is one of the friendly faces you will see at reception, her work involves office administration, corporate compliance work, secretarial work, data entry and general office administration. Josie has over 7 years experience in administration, she has completed a Certificate II in business, Certificate II Financial Services and is currently studying Certificate IV in Accounting and Bookkeeping.
Her interests include gardening, cooking and spending time with family & friends.
Tennille joined the team in 2020 as an Administration Officer, since then she has moved into the Financial Planning team within the compliance and administration areas of the business.
Tennille’s interests include spending time with her family, reading, travelling and time at the beach whenever she can.
Kaitlin joined the team in 2021 as an Administration Officer. In her spare time, she enjoys sewing, digital art and spending time with family.
Chelsea has joined the team in 2021 as an undergraduate accountant. She will complete her Bachelor of Commerce (Accounting) degree mid 2022.
Chelsea loves hiking and spending time with her family and friends.
Emma joined our team in 2021 as our Practice Manager. Emma brings many years of experience within management, business growth and people management to the role.
Emma loves spending her spare time learning to play tennis and trying to stay active, spending time with family both in the Barossa and interstate.