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.
Peter is a Chartered Accountant, born in Coffs Harbour and graduated from the University of New England in 1983. Upon graduating, he worked with multinational firm Arthur Anderson & Co in Audit and Insolvency. He has also worked with firms specialising in tax, company floats and restructures. He has been involved with clients such as BHP, Colgate/Palmolive, Outboard Marine and Paynter Dixon. Locally Peter works with Registered Clubs, primary producers and numerous local businesses and individuals. He is a Registered Company Auditor, Registered Tax Agent, an Examiner with the Law Society of NSW and a Justice of the Peace. Peter specialises in the firms audit and tax area. He is also on the Registrar of Indigenous Corporations panel which conducts examinations and special administrations and has recently been approved by the Australian Taxation Office as a Self Managed Superannuation Fund Auditor.
John commenced his accounting career in 1976 with major international accounting firm Price Waterhouse in Sydney. Quickly moving up the ranks to the position of Manager of Corporate Advisory Services before moving to a more challenging role in commerce as Group Financial Controller. John then moved into a private accountancy practice and finally to his own practice in 1993.
John moved with his family to Armidale, trading the excitement of the big cities for a better quality of life and to complete his Masters Degree. He commenced his own Accountancy practice, Malcolm & Associates in 1993, as a result of continual requests and encouragement from friends, business associates and colleagues.
Throughout his career John has been, continually updating his knowledge base and skills through further education. Today John is an active member of the Armidale Community participating in a number of local and regional committees as well as contributing to the education community by lecturing at both the University of New England and Armidale TAFE.
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.
Mark has been practising accounting since 1996 and joined the firm in May 2000. He has been a local since 1961 when his family moved up from Sydney. Mark Completed his secondary schooling at Holy Spirit College in Grafton in 1974. And after almost 20 years in the motor vehicle industry embarked on a career in Accounting. Mark together with other principal members of the firm provides high quality taxation and accounting service and assistance to small-medium sized business clients. Mark specialises in Self Managed Super Funds, Class Super, tailored set-up and support in Banklink & MYOB accounting software for business clients. He is a Registered Tax Agent and Justice of the Peace.
Vicki commenced working with Kennedy Saunders Accountants in September 1992. Vicki has extensive experience in accounting and taxation issues for companies, trusts, partnerships and individuals and specializes in assisting small business with their accounting requirements. Vicki has also administered the firm's accounts for in excess of 15 years.
Vicki has a Diploma of Financial Planning, is an affiliated member of the FPA and a registered tax agent.
Together with her husband, Dennis, they operate a local building company, building new homes for clients as well as partaking in small development projects of their own. Vicki controls the financial aspects of the company as well as the interior design and planning of the developments.
Joined the firm in March 2000 after working for 14 years with Westpac Banking Corporation. Ann came to the firm with knowledge of the banking industry and held managerial roles in both the service and lending areas within the bank. Ann has lived within the area for most of her life and has knowledge of the industries within our districts. Ann has experience with individual tax, accounting and BAS processing, and also will be able to assist with general enquiries.
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.
Barry joined Skybridge in 2015, bringing 25 years commercial experience as a Chief Financial Officer with multi chain retail companies in varying industries, including electrical, fashion, pharmaceutical, IT and real estate. Being part of the Skybridge team now allows Barry to share his knowledge to help small business owners through their journey. Based on the NSW Central Coast, Barry holds a Bachelor of Business Degree at Charles Sturt University, majoring in Accounting and Economics.
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 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.