Our People
Paul Hilton – CEO
- Bachelor of Business QUT
- Accountant with CPA qualifications since 1985
- Fellow CPA Australia, Tax Institution Australia & FINSIA
- Over 20 years experience with professional accounting
- 4 years experience with commercial accounting
- 7 years in the financial service industry
Amanda Kenafake – Company Secretary & CFO
- Bachelor of Business majoring in accounting (USQ)
- Associate of Tax Institute of Australia
- CPA Qualified
- Member of Institute of Company Directors
- Commissioner for Declarations
Leasing & Finance
Dan Cuthbert
Finance Consultant – Wealth Experience Leasing & Finance
- MFAA Full Member 10210
- Accredited Member of Australian Finance Group (AFG)
- Credit Ombudsman Service Member 0001756
- Credit Representative of AFG 372245
- Commissioner for Declarations 50478
- Over 30 years banking and broking experience
- Received AFG’s award of highest performing equipment finance broker in Queensland in the 2009 financial year
Dan’s main objective is to negotiate the best finance deal for both internal and external clients from a panel of over 25 banks and mortgage providers.
Dan can assist you with:
- Finance quotes for any worthwhile purpose
- Guidance through the finance maze
- A satisfactory outcome on your finance enquiry
- Working with your accountant to ensure your business finance is correctly structured.
Elle Herschell
Finance Assistant – Wealth Experience Leasing & Finance
- Works directly for the finance consultant, Dan Cuthbert
- 7 years international banking experience
Elle can assist you with:
- Equipment finance and leasing quotes
- Processing of all types of finance applications
- Answering of general finance enquiries
- Document preparation and signing
- Settlement and solicitor liaison
- Tracking your loan from application to settlement
- Any other finance related enquiries in Dan’s absence
Superannuation
Kymberlee Naumann
Manager
- Bachelor of Business (Honours) – USQ
- Master of Financial Management—UQ
- Graduate Diploma of Financial Planning—SIA
- Authorised Representative through ABN AMRO Morgans
- SPAA Member and Fellow of FINSIA
- Oversees and manages all work in regards to:
- Establishment, management, administration and audit of self managed superannuation funds
- Compliance issues associated with self managed superannuation funds
- Strategy development within self managed superannuation funds
- Pension establishment
Kymberlee’s main objective is to assist as much as possible in the superannuation fund establishment, continual administration and ongoing compliance to relieve any pressure off the members in dealing with either auditors or the Australian Taxation Office.
Mark Silvester
Consultant
- Bachelor of Business (Honours) – USQ
- Master of Commerce—USQ
- Involved in the following aspects:
- Preparation of regular financial statements, member statements and compliance documentation of self managed superannuation funds for audit and tax return purposes
- Consulting on compliance matters within self managed superannuation funds
- Consulting on corporate actions within self managed superannuation funds
- Undertakes business valuations and litigation support roles
Kathy Addy
Client Services Officer
- Liaises directly with Kymberlee
- Involved in the following aspects:
- Corresponding with clients regarding general queries
- Assisting in the preparation of instalment activity statements
- Data processing
- Typing workpapers for clients
- File preparation
- Corresponding with Australian Taxation Office on behalf of clients
- Maintenance of client records
Business Solutions
Scott Patterson
Director
- Bachelor of Business USQ
- Member of the Australian Institute of Management
- Accountant with CPA qualifications since 1990
- Advancing to Fellow CPA in 2004
- Specialist designation in Taxation from CPA Australia
- Professional accounting experience since 1989
- 10 years experience in Agriculture and Agribusiness
- Associate Diploma in Farm Management
Scott specialises in helping our SME (small to medium sized enterprises) clients improve the value of their businesses, and for our farming clients, helping create a more certain future for them, their families and their farms. This is achieved using our specialised tools and programs, combined with years of business and professional experience, to provide our clients with some real financial solutions for a better life.
Lauren Guymer
Client Services Officer
- Certificate III in Financial Services
- Currently studying Bachelor of Business/Professional Communication at CQU
- Liaises directly with Scott Patterson
- Involved in the following aspects:
- Corresponding with clients
- Advanced administration duties
- Marketing
Kathy Addy
Client Services Officer
- Liaises directly with Scott Patterson
- Involved in the following aspects:
- Corresponding with clients
- Advanced administration duties
- Marketing