Inspiration drives our people.
So they inspire freedom in you.

Accounting & Structuring Team:

Our people blend accuracy and strategy.

Andrew Pearce

Adviser, Director
Freedom = Diving

As a Business Adviser, Andrew challenges business owners to embrace change in the way in which they run their business to maximise efficiencies and to help grow their enterprises. This results in them taking back control and having the clarity and confidence to make sound business decisions, all of the time.

Andrew provides essential strategic advice for small business owners to help them reach their full business potential and maximise their business’s value, focusing on streamlining processes and driving net profits up. His skills and background as a small business owner ensures he is well placed to offer advice on every element within the business model.

Bachelor of Commerce

FCPA

Graduate Diploma of Financial

Planning

Cert. IV in Finance

Registered Tax Agent

Bruno Palermo

Adviser
Freedom = Football

Bruno loves sport — playing soccer on the weekends, watching Ferrari win the Formula 1, and following the Navy Blues in the AFL. He also has an identical twin brother, who is also an accountant! “If I don’t say ‘hello’, it’s not me!!”

With a genuine interest in his clients, Bruno is all about building lasting relationships. He assists with increasing profits for their business, advises on business strategies and provides advice on the most tax effective way to structure businesses and personal affairs.

Bachelor of Commerce

Cert. in Public Practice

Diploma of Financial Planning

Cert. IV in Finance

Registered Tax Agent

Mark Guy

Adviser
Freedom = Playing golf

Since a very early age Mark has been heavily involved in sports. He has competed at a national level in sailing and running and represented Australia numerous times at the World Ironman Triathlon Championships in Hawaii. He was even ranked in the top 5 in Australia for Ironman Triathlon a few years in a row. Now well and truly retired from this grueling sports he continues to stay active riding his bike most days and playing golf.

Mark manages a small team and works closely with his client base to provide assistance with understanding their business performance and tax advice.

Bachelor of Education

Masters in Business Admin. (Professional Accounting)

Nathan McGrath

Adviser
Freedom = Family beach days

Nathan grew up on a sheep and cattle farm, and has always enjoyed helping others and contributing to the community. Nathan always looks forward to a game of tennis, pottering in the garden, and spends most of his time with his wife and four daughters.

Nathan assists clients understanding their business performance and working with others within Collins SBA to help these clients achieve their goals. Nathan manages a team focussed on the preparation of financial statements, income tax returns and business activity statements.

Bachelor of Commerce

CPA

Registered Tax Agent

Rebecca Freeman

Adviser
Freedom = Being outdoors

Rebecca likes to be known for simplifying complex tax and business scenarios. Her biggest enjoyment comes from building close working relationships with her clients to ensure they understand their situation and are empowered to make important business decisions, and take advantage of opportunities available to them. Clients benefit from Rebecca’s collaborative, friendly and can-do nature, particularly in stressful times involving ATO deadlines or software conversions.

With over 10 years of experience advising small to medium businesses, Rebecca ultimately sees her role as one of optimising the tax and financial position of her clients.

Rebecca grew up on Hobart’s ‘sunny’ Eastern shore, where she still lives today. Staying true to her Tasmanian heritage, she completed a Bachelor of Business at the University of Tasmania, where her exceptional grades saw her accepted into the Golden Key International Honour Society. In 2013 she was also acknowledged for her leadership qualities, receiving the University Vice-Chancellor Leadership Award. She has also completed the CAANZ CA Program, qualifying her as a Chartered Accountant where she received a Merit in Taxation.

Rebecca loves getting outdoors on the weekend, whether it’s a walk along the beach or a hike along any of Tasmania’s beautiful walking tracks. She also likes to spend as much time as possible with her family and friends.

Chartered Accountant
Bachelor of Business

Shane Hill

Adviser
Freedom = Long walks

Shane’s passion is building and renovation, the perfect interest for doing up his century-old farmhouse in the Huon Valley. When not spending time with family or taking long rambles with his wife, Shane is often rolling up his sleeves to plan and execute the next project.

Shane enjoys developing lasting relationships with clients to understand their needs and aspirations. Working with his team, he is dedicated to providing sound business and tax advice to meet their requirements.

Bachelor of Commerce
CPA
Registered Tax Agent

Garth Wilson-Roberts

Associate Adviser
Freedom = Family

Garth has a love of all things sport; from playing competitive table tennis with the local Northern Suburbs club, being a current Hobart Hurricanes member and (when not working) can be found in a purple shirt cheering in the stands, and during AFL season is a dedicated supporter of his beloved Adelaide Crows. Garth is also a dedicated and active member and involved in the leadership of his Church. Most importantly Garth loves to spend time with his wife and three beautiful girls.

With over 15 years experience in assisting clients with their personal and business taxation and accounting, it is important to Garth to build long term relationships with his clients and assist them to grow and develop their business. Garth supports clients to meet and manage their deadlines by assisting in end of year compliance, monthly and quarterly work including BAS’s and IAS’s, Financial Statements and Tax Returns.

Bachelor of Commerce
CPA

Oliver Hopewell

Associate Adviser
Freedom = Music and a good book

Oliver has a passion for music, and very much enjoys attending live shows. In his spare time, Oliver partakes in a wide variety of activities, from rugby to snooker, but always has time to relax with a good book.

Oliver’s focus is on helping clients meet their deadlines by assisting in end of year compliance, monthly and quarterly work including BAS’s, IAS’s, Financial Statements and Tax Returns. He also assists with SMSF administration, and helps client’s meet goals and objectives through budgeting and strategy.

Bachelor of Business

Dionie Lippis

Associate Adviser
Freedom = Travel

With a strong desire to challenge herself, Dionie recently returned from a three month exchange to Taiwan where she intensely studied Mandarin Chinese and ignited her passion for travel and adventure.

When she is not working or studying Dionie enjoys cooking, spending time with her friends and family, and sitting down with a good book.

Dionie strives to take advantage of every opportunity to develop her knowledge and skills in the world of accounting.

Bachelor of Business
Bachelor of Economics
Diploma of Languages

Frank Scotney

Consultant
Freedom = Solving client problems

Frank worked for the ATO for 13 years in numerous specialist tax areas before making the change to public practice 34 years ago.

Frank enjoys the client interactions and building professional relationships. He looks forward to using his extensive knowledge of small business and complex tax issues to help keep clients on track to reach their goals.

Bachelor of Business

CPA

Registered Tax Agent

Wealth & Cashflow Planning Team:
Our people blend guidance and security.

Jonathan Elliot

Adviser & Managing Director
Freedom = Cycling

Jonathan’s mad about sport. A relaxing weekend might include mountain bilking, surfing, hockey, or even snowboarding. Between all the action, he’s also a keen photographer.

Jonathan leads CollinsSBA and helps clients build, protect and manage their wealth—with sound investment, risk insurance and estate planning.

Bachelor of Commerce
Diploma of Financial Planning

CFP^TM

Nick Davey

Adviser
Freedom = Family

Nick values a healthy and active lifestyle, and spends as much time with his family as possible. He’s also involved in coaching and developing our future AFL stars on a part time basis via the AFL Tasmania State Academy.

Nick’s focus is on empowering his clients to make smart and informed decisions with their money, and make certain they achieve their desired lifestyle and goals for their future. His coaching, advice and guidance ensures his clients are in charge of cash flow, managing debt, and building and protecting wealth tax effectively. He specialises in providing advice to health and sporting professionals, and small business owners.

Diploma of Financial Planning

CFP^TM

David Woolford

Adviser
Freedom = Hockey

Sport, specifically hockey, took up a major part of David’s life for many years representing Tasmania from junior teams to the Tassie Tigers. He believes his success was fuelled by a competitive spirit to be the best he could be at whatever he did.

David works with clients to build, protect and manage their wealth through a broad range of financial strategies. He enjoys creating long-term relationships that ensure clients remain on-track to achieve their personal and financial goals.

CFP^TM

Graduate Diploma of Financial Planning

Bachelor of Economics

Additional accreditations in SMSF, Margin Lending & ASX Listed Products

Patrick Gardner

Adviser
Freedom = Exploration

Patrick enjoys playing futsal and experiencing Tasmania’s unique surroundings, but a university semester abroad in Sweden created a keen interest in exploring overseas destinations whenever he gets the chance.

Patrick works in collaboration with Advisers in the formulation of strategy, production, and creating a client journey free from ‘friction’. After 2 years working within the banking industry, Patrick’s aspiration to achieve great outcomes and enhance the financial wellbeing of others has been reaffirmed, as well as his unparalleled enthusiasm for finance.

Bachelor of Business (Finance)

Bachelor of Economics (Economic Foundations)

Diploma of Financial Planning

Philip Hall

Adviser
Freedom = Travel & beach time

Phil is an experienced planner who enjoys working with clients to meet their financial goals now and into the future. Having previously been a teacher, Phil educates and guides clients; enabling them to make informed decisions to build, protect and manage wealth through a broad range of financial strategies.

Phil grew up in Hobart, but has worked and travelled widely overseas and interstate prior to returning and settling in Tasmania. He commenced working in the Financial Services industry in 2002 and has completed an Advanced Diploma in Financial Planning, several specialist course in ASX listed products, SMSF, margin lending and is a Certified Financial Planner®. Phil enjoys travel, getting outdoors and spending time at the beach with his family.

Bachelor of Education (Honours)

CFP^TM

Advanced Diploma of Financial Planning

Liam Catchpole

Associate Adviser
Freedom = Surfing

Liam values hard work and dedication, although understands the importance of maintaining a balanced lifestyle. He can often be found surfing various breaks around the state, indulging in one of the many natural bush walks Tasmania has to offer, or simply watching the football with his mates on the weekend.

Liam works in collaboration with our advisers to formulate strategy and produce advice for our clients in line with their goals and objectives.

Bachelor of Business

Bachelor of Economics
Diploma of Financial Planning

Master of Financial Planning (in progress)

Strategy & Coaching Team:
Our people blend strategy and insight.

Michael Denehey

Adviser
Freedom = Giving Gold

Michael loves the company of family, friends, work mates and clients. Weekends are spent with family — watching his boys play sport and enjoying life. He’s played table tennis and cricket at the top level locally, and these days spends plenty of time on a bike and at the gym. It’s no surprise then, that he’s found a way to combine both loves — with many afternoons and weekends spent coaching his son’s cricket team.

Michael works as a strategic planner and business coach for our clients, as well as growing our business in the SME advisory space.

Bachelor of Commerce

Rob Cameron

Adviser
Freedom = Living life on my own terms

Rob is focused on doing meaningful work with people who value developing meaningful working relationships.

He works with clients to help them set a strategy that will help them get where they want to go by coaching & advising them on ways to ensure the strategy gets “done”.

Often initial client engagements turn into long term working relationships where Rob becomes a business owner’s trusted adviser and helps share some of the load of being in the business leadership position.

Bachelor of Engineering

Grad. Cert. in Change Management

Masters in Business Admin.

Client Services Team:
Our people blend service and excellence.

Janine Bryant

Client Service Coordinator, Reception

Freedom = Family

Janine greets clients as they walk through the door with a chat and a welcoming cuppa — we know our clients will always feel welcome.

Family is important to Janine. With two children fast growing into adults — life is always on the go! Apart from family life, Janine enjoys the company of others, reading, walking and the odd sail with friends on the beautiful Derwent.

Fiona Duncan

Client Service Coordinator, Accounting

Freedom = Writing

In her spare time, Fiona writes short stories and plays, enjoys listening to live music, spends time with her husband and two dogs, and seeks out the sun at any opportunity.

Fiona’s career began in the cultural heritage arena, which involved travelling to regional communities to deliver training modules in museum administration and providing advocacy. Her administrative support to the accounting team — working with BAS and Tax lodgements, corporate compliance, super funds returns, and taking care of our clients is invaluable.

Anna Mckay

Client Service Coordinator, Accounting

Freedom = Family time

Anna enjoys spending quality time with her family. She also enjoys reading, scrapbooking, relaxing and going away on trips whenever possible.

Anna provides administrative support to the Accounting team — working with BAS and Tax lodgements, corporate compliance, super fund returns. She loves taking care of our clients and supporting the accounting team.

Cert. IV in Frontline Management

Michelle Szczypka

Client Service Coordinator, Accounting
Freedom = Dancing

Michelle is an enthusiastic and dedicated professional with over 20 years of extensive experience across all facets of administration. She particularly excels at team management, executive support and client communication.

In her spare time, she is busy learning to be a new mum to her gorgeous little daughter Maisie. She also enjoys ballroom dancing, long walks and playing with her Neapolitan Mastiff, Bentley.

Isobel Newton-Bennett

Client Service Coordinator, Financial Planning

Freedom = Travel

Isobel spent the majority of her childhood in the Huon Valley, and moved closer to Hobart at the beginning of high school. From finishing grade 12, she discovered her love for travel after spending two months living and working on Rarotonga in the Cook Islands in 2016, and another two months travelling Europe in 2017.

She has a background in office administration and retail, and is currently in her second year of a psychology degree whilst working as part of our Client Service Coordinator team. Between work and study, she enjoys spending time with friends and family, attending live concerts and spending time outdoors.

Bachelor of Psychology (ongoing)

Kristy Howard

Client Service Coordinator, Financial Planning
Freedom = Adventure

Kristy likes to keep active and fit! She particularly loves to travel interstate and overseas as much as possible and enjoys many adventures and bush walks with her young son, Hudson.

Kristy is thoughtful with a quiet confidence and innate friendliness, and goes above and beyond for clients. She provides support to our Financial Planning team to ensure that all recommendations provided to clients are implemented accurately, and on time.

Joanne Stubley

Client Service Coordinator, Financial Planning

Freedom = Caravanning

Joanne is new to the financial planning industry, having spent the last 20 years in the customer service industry from Retail to the Entertainment sector. In her role as Client Service Coordinator, Joanne provides administrative support to our Financial Planning team to ensure timely and accurate implementation of advice given to our valued clients.

At a mature age, Joanne attained her Diploma of Skin and Beauty Therapy, managing her own business for 3 years and enjoyed her time getting to know some wonderful clients.

Joanne has an ever-growing family with six children and nearly 11 grandchildren! Which makes getting together very exciting. She particularly enjoys getting away as much as possible, with her husband, John, in their caravan and looks forward to the time when they can travel further afield.

Roni Black

Administration Manager
Freedom = Adventure

Roni enjoys getting creative in the kitchen and surprising friends and family with baked goods. She loves using her free time to unwind on the beach, or take road trips to explore our beautiful country.

Working within the Administration team, Roni draws on her many years of experience with Collins SBA to provide advice and focus on internal accounts. Amongst other things, she manages payroll, cash flow, suppliers, refunds and IAS and continues to enjoy the dynamic and forward thinking environment of Collins SBA.

Executive Team:
Our people blend operations and leadership.

Claudia Parsons

Operations Director
Freedom = Cooking

Claudia is part of the Collins SBA executive team who are responsible for ensuring the business is on track to deliver on its business strategies and goals.

Claudia has been involved in the financial services industry for more than twenty years and is is now charged with ensuring the Collins SBA team are engaged and motivated whilst also ensuring the business is functioning in a way that will allow for sustainable growth. Claudia also leads our accounting team and is responsible for ensuring the team have all the tools they need to deliver world-class accounting advice and service.

Bachelor of Economics
Masters of Professional Accounting
Diploma of Financial Planning
Graduate Diploma of Applied Finance and Investment

Andrew Pearce

Adviser, Director
Freedom = Diving

Bachelor of Commerce

FCPA

Graduate Diploma of Financial

Planning

Cert. IV in Finance

Registered Tax Agent

Jonathan Elliot

Adviser & Managing Director
Freedom = Cycling

Jonathan graduated with Bachelor of Commerce from UTas in 1998 and immediately started his career in financial planning as a Paraplanner. Jonathan was a founder of Collins SBA in 2003 and now leads the Collins SBA team as Managing Director, overseeing the strategic direction and integration of our people and processes to ensure we deliver on our purpose of empowering our client’s best financial lives. Jonathan also fulfils the roles of Responsible Manager for our Australian Financial Services License (SBA Advice) and Advises clients directly regarding personal wealth and business succession planning.

Jonathan uniquely holds professional designations as both a CFP^TM and CPA and was awarded the highly coveted IFA Practice Principal of the Year 2017 and has led the Collins SBA team to be Finalists in various awards. Jonathan also led Collins SBA’s world-first trial of a ‘5 Hour Day’ which gained international media attention for successfully implementing this unique working approach which rewards team members efforts to continually improve outcomes for clients.

Jonathan is married to Louise with daughter Esther and son Thomas. “Being a great dad and husband drives me to give my best in business because my family’s financial security depends on me. Mountain biking and cycling keeps me fit as well as a place for mindfulness which allows me to recharge and stay focused. ‘Walking the talk’ is how I empathically lead our Collins SBA team, as we empower people to understand the risks, opportunities and trade-offs of the decisions they make to achieve clarity, confidence and control so they can live their best financial life.

Bachelor of Commerce
Diploma of Financial Planning

CFP^TM