OUR TEAM
Get to know us…
As your Business Advisor strong client/advisor relationships are at the core of our service delivery and is the basis of how we will work with you professionally to achieve your goals. We take our role seriously and invite you to get to know us to assist you at an individualised and personal level to maximise your financial potential.
CHRIS PACKER
Director
Chris established the practice in 1993 as a sole practitioner. Chris has an intimate understanding of the complex world of being a business owner and is the driving force behind the success of the practice and where it is today. Chris is extremely proud of his team and attributes the success of many businesses to the professionalism and commitment of his team. Relationships, Integrity, Quality and Innovation are central to what the business does and these values are ingrained within the delivery of our business service. Chris is a qualified CPA and Self-Managed Super Fund Specialist. Behind the scenes, Chris enjoys family and friends and spending time with his grandchildren.
LINDY PACKER
people & performance Manager
Lindy’s background is embedded in business and community, and she believes one cannot exist or be successful without the other. Lindy facilitates people, team and organisational performance through communication and empowerment, resulting in a unified team that are driven by respect and inspired by the values and culture of the business. Outside of work, Lindy loves her garden and adores spending time with her grandchildren, Mason and Mahli.
SEAN MURPHY
BUSINESS ADVISORY & ACCOUNTING SERVICES MANAGER
Sean brings over 20 years of business advisory and technical expertise in a diverse range of industries to our team. An adept problem solver and creative thinker, Sean complements our team perfectly adding another layer to our management team.
Sean is very involved with the local sporting community and dedicates much of his spare time to the Ballarat Football Netball Club as Treasurer. When he’s not crunching numbers, Sean enjoys time with family and friends and being a proud Dad watching his own kids participate in sporting activities.
CHLOE RIZZO
Executive Assistant
Chloe has been with the business since 2006 and is our longest serving employee. Chloe’s role is critical within the business. Not only is she responsible for overseeing HR, marketing and compliance, but she is the creative engineer behind our online presence and social media, Executive Assistant to the Director and Manager of our administrative employees. Family is important to Chloe and she is currently looking forward to the challenges of building a new house with her husband David.
RACHEL PHELAN
SENIOR Accountant
Rachel joined the team in 2007 after graduating with a Bachelor of Commerce (Accounting) and a Bachelor of Sport Management. As well as being one of our longest serving employees, commencing with us as a Graduate, Rachel is a qualified CPA and Self-Managed Super Fund Specialist
ANNEMARIE MOLONEY
SENIOR Accountant
Annemarie joined the accounting team in 2019 as a Senior Accountant and has over 20 years’ experience in business services and income tax. Annemarie enjoys nurturing business relationships with existing and new clients. Outside of work Annemarie is kept busy with family life and exploring beautiful destinations around Australia.
ANNA WILLIAMSON
ACCOUNTANT
Anna is a Ballarat local and has over 20 years of accounting experience across industry, local government, and public accounting sectors. Anna completed her Bachelor of Commerce, enhancing her qualifications by gaining CPA status in 2004. Anna focuses her attention now in public practice, managing work commitments with family life and three boys keeping her busy. Anna makes a mean sourdough loaf, has been known to take a “few” caravan trips and enjoys the challenge of keeping a garden alive.
CARRY FUNGSI
ACCOUNTANT
Carry is a qualified CPA who actively seeks out opportunities to explore new technologies & software solutions. His professional approach focuses on providing high-quality solutions that enhance client experiences and streamline our internal processes, improving overall productivity within our business. Outside of work, Carry loves travel and has explored many different parts of the world, telling stories through his lens and passion for photography.
EDWARD PETRIE
GRADUATE ACCOUNTANT
Edward joined the firm in 2021 as our Undergraduate Accountant, working part-time whilst studying a Bachelor of Commerce (Accounting, Economics & Finance) full-time. Edward works closely with the whole team, gaining experience in all facets of public practice. After a significant career in mining, Edward is eager to take on all the challenges and opportunities that arise from this career transition. When not at work Edward enjoys spending time outdoors.
LUISA VANDERKLEY
RELATIONSHIP & COMPLIANCE COORDINATOR
Luisa is our ‘onboarding specialist’ and is responsible for coordinating new client intakes. Lui takes pride in establishing relationships with clients, our team and alliances and we admit, she is perfect in the role. Luisa joined our team in 2013, bringing with her many years experience in administration across a range of industries. Luisa is ‘unflappable’ and complements our business operations and values. In Lui’s spare time, she is kept busy with her family life with three sporting enthusiast sons and in helping her husband run a business.
TEENA TRAINOR
WORKFLOW & COMPLIANCE COORDINATOR
Teena joined the administration team in 2015. Teena has worked for large organisations such as Bigpond, Optus and Mars but has found her niche with our team and says this is where she is going to retire (of course we wouldn’t let her go anywhere). Teena manages works across a range of areas within the practice to ensure competencies in workflow and compliance as well as quality frameworks. Teena says by far her biggest achievement is her daughter Savannah and loves spending time with her husband Craig and their family.
KERRI MCGREGOR
INNOVATION & PROJECT COORDINATOR
Kerri joined our administration team in 2020. Dedicated and enthusiastic, Kerri assists the team with daily administration tasks. Drawing on her previous administrative and customer service experiences, Kerri is highly organised and committed to meeting the needs and expectations of our clients by providing client focused customer service.
GINA KERR
FRONT OF HOUSE ADMINISTRATOR
Gina is our Front of House Administrator who joined our team in 2021. She brings a wealth of knowledge and skills that complements our business and the services that we provide, having worked in the administrative field for over 30 years in large organisations such as Toll Express and Mars. Outside of work, Gina enjoys spending time with family, friends and has a focus on health and wellbeing.