Skybridge Financial have a high quality team and you can get to know them at your local office.
Below are the Management Team.
The company in its current form was founded by managing director Jason Birch, who joined Skybridge Financial in 2001 with the aim of transforming a traditional accountancy firm into a modern business focused on improving clients’ lives and finances. That client focus is extremely important to us at Skybridge Financial, and we thrive on fostering exceptional ongoing relationships with our clients. Jason is a Chartered Accountant, Registered Tax Agent and Financial Advisor.
Manuel is a principal at Skybridge financial and works in the Inverell office. With over 20 years’ accounting and taxation experience, and specialising in small business advice including Tax Minimisation, Accounting Systems, Superannuation, Asset Protection and Business Structures, Manuel has a great passion for his clients ensuring that they have expert and proactive up to date advice.
“as a Skybridge advisor you need to have a well-rounded knowledge of all our client’s business and financial affairs to ensure that clients are serviced and advised correctly. I enjoy having a close relationship with our clients, that way I am well positioned to give them the advice they need”
He is a member of the Institute of Chartered Accountant, registered Tax Agent, a Fellow of the Governance Institute of Australia, and an active member of the Inverell Community, currently is the chair on McLean Care Ltd board of Directors, and enjoys being actively involved and volunteering in community organisations.
He loves the great outdoors, and with his wife and four children, can often be found on a river or two Kayaking or Camping, or adventuring in the outback.
Candi is located in the Inverell office and specialises in Tax and Accounting.
Once finished the HSC, Candi joined Skybridge Financial in November 2006. She then commenced her studies through Southern Cross University while working full time. In 2013, she graduated with a Bachelor of Business majoring in Accounting and Finance.
Candi manages a portfolio of tax and accounting clients and enjoys all aspects of her role as an accountant. She loves that Skybridge Financial have a well-rounded client service offering that allows her to fulfil her client’s needs creating a strong financial relationship with all of her clients. Candi has always had a passion for numbers and problem solving and appreciates that each and every client/business is unique.
Peter joined Skybridge in early 2014 with the commencement of their Coffs Harbor operations. He has had 12 years’ experience as a financial adviser, following a career as a professional engineer prior to moving to Coffs Harbour with his family in 2001 and spent a number of years as a small business partner on arrival.
Peter has been very pleased to be part of the Skybridge team, not only because of the focus on improving client’s finances and relationship development, but the company’s family inclusiveness to all staff.
Peter holds a Master of Commerce in Finance & Economics, an Advanced Diploma of Financial Services in Financial Planning and has Self-Managed Super Fund and Margin Lending Certification and is an ASX Listed Product Adviser.
Mark Giumelli, based in the Port Macquarie office, joined Skybridge in July 2016, and provides support to our offices from Sydney to the Central Coast, Coffs and Grafton. Mark was previously a partner in a large regional accounting business, and moved to Port Macquarie to enjoy all that coastal living has to offer. Mark’s key skills are in small business, taxation, superannuation and agriculture. Problem solving and project management are also areas of interest, whilst fishing, boating and most things outdoors are passions outside of work. Mark is an FCPA, Registered Tax Agent, and Justice of the Peace.
Kelli is based in based in Inverell and is a Self-Managed Super Fund accountant
She holds a Diploma in Accounting & has been at Skybridge since 2013.
Bernadette is based in our Glen Innes office, after working in the livestock industry for 13 and a half years and the banking industry for 9 years, she joined Skybridge in June 2013.
She has a passion for bookkeeping and accounting and has built strong relationships with her clients.
Outside of Skybridge Bernie and her husband run a Hereford cattle farm, and have 3 adult children.
Whilst based in the Grafton office, Sam regularly attends to clients through the Yamba and Coffs Harbour offices.
Since joining the growing Skybridge team in January 2014, Sam has built on his previous 14 years’ experience in the accounting industry to assist his clients on matters pertaining to small business, particularly cashflow management and taxation as well as superannuation, estate planning and retirement strategies.
He is a registered tax agent and a Fellow of TAI Practitioners & Advisers Ltd. He has a young family, keen sporting interests and can be regularly seen fishing the Clarence river on his kayak.
Sam prides himself on being approachable and works diligently to understand his client’s needs in order to be able to work alongside them to achieve their goals.