Our Team

All offices not yet listed, coming soon.

Inverell

Manuel Meszaros
Client Manager Tax & Business Services
Manuel is a principal at Skybridge financial and works in the Inverell office. With over 20 years ac

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, proactive, up-to-date advice.

“As a Skybridge advisor, you need to have a well-rounded knowledge of all our clients' 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.”

Manuel is a member of the Institute of Chartered Accountants, registered Tax Agent, a Fellow of the Governance Institute of Australia, and an active member of the Inverell community. He is currently 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.

more...
Candi Campbell
Client Manager Tax & Business Services
Candi is located in the Inverell office and specialises in Tax and Accounting.  Once finished

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 is also a member of CPA Australia.

Candi manages a portfolio of tax and accounting clients and enjoys all aspects of her role as an accountant. She loves that Skybridge Financial has a well-rounded client service offering that allows her to fulfil her client’s needs, thus creating a strong financial relationship with them. Candi has always had a passion for numbers and problem solving and appreciates that each and every client/business is unique.

more...
Christie Maitland
Client Manager Tax & Business Services
Christie is based in the Inverell Office, providing Tax and Accounting Services. She started working

Christie is based in the Inverell Office, providing Tax and Accounting Services. She started working with Skybridge Financial in October 2007, providing BAS and Bookkeeping services for several years, before deciding to make the move to become an accountant and further her education. 

While working fulltime Christie completed her Bachelor of Commerce Majoring in Accounting through The University Southern Queensland. Christie is also a Xero Certified Advisor,  Xero Certified Payroll Advisor and has a Diploma of Business Administration. Christie has a passion for helping her clients tailor their bookkeeping & accounting software to ensure their business is running efficiently. 

Christie enjoys her role as an accountant and providing her clients with tax and accounting advice based on their individual requirements.

more...
Cathy Liu
Client Manager Tax & Business Services
Cathy Joined the Skybridge Inverell team in July 2015 after moved up from Sydney. Cathy has 10 years

Cathy Joined the Skybridge Inverell team in July 2015 after moved up from Sydney. Cathy has 10 years of experience in Taxation and Accounting.         

Cathy loves all aspects of her role as an accountant. Cathy is passionate about numbers and enjoys working with clients to ensure the best results. 

Cathy has a Bachelor’s degree in Business and Accounting, and Master’s degree in Business and Accounting from Macquarie University.

more...
Kelli Schofield
Client Manager Tax & Business Services
Kelli joined Skybridge November 2012 as a trainee Accountant in tax & accounting.  Kelli th

Kelli joined Skybridge November 2012 as a trainee Accountant in tax & accounting.  Kelli then moved to the SMSF department in 2014 and started managing the SMSF department in 2015.   

While working fulltime Kelli completed her Advanced Diploma in Accounting while also raising 2 small children.   

Kelli enjoys all aspects of the SMSF field & managing the SMSF department to ensure compliance for all clients. 

In her spare time Kelli likes to enjoy the outdoors with the family by going camping & travelling. 

more...
Chris Wright
Financial Advisor
Christopher Wright is a qualified Financial Advisor who joined the Skybridge team as an Assistant Ad

Christopher Wright is a qualified Financial Advisor who joined the Skybridge team as an Assistant Advisor in 2015, having previously worked in the accounting department as part of the BAS team.

Chris has completed a:

  • Masters of Financial Planning,
  • Graduate Diploma of Financial Planning,
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning),  

As well as specialist courses in Self-Managed:

  • Superannuation Funds
  • Margin Lending
  • Geared Investments
  • Commercial Law

and is also an

  • Accredited Listed Product Adviser
  • Accredited SMSF Specialist Advisor (SSA) with the SMSF Association 
  • Registered Qualified Tax Relevant Provider with ASIC

and is able to provide tax (financial) advice Services.

more...
Chris Parker
Financial Advisor
Chris joined the Skybridge team in September 2022 to begin his professional year, completed the fina

Chris joined the Skybridge team in September 2022 to begin his professional year, completed the financial adviser exam (ASIC) in August 2023 and is now a qualified Financial Advisor.

Chris comes to us with 23 years of retail experience where he has developed a client centred focus, ensuring your individual financial needs, along with your goals and objectives, drive a personalised strategy, where your investments are tailored to your lifestyle now and into your future.

Chris has completed a Bachelor of Commerce (Financial Planning) with The University of New England (UNE) and is a registered Qualified Tax Relevant Provider with ASIC and is able to provide tax (financial) advice services.

more...
Connor Bryant
Financial Advisor
Connor joined the Skybridge team in January 2022 after the successful completion of his HSC. Connor

Connor joined the Skybridge team in January 2022 after the successful completion of his HSC.

Connor enjoys a client focused approach to financial planning, ensuring client goals, needs and objectives can all be met in the best possible manner.

Connor is currently studying a Bachelor of Applied Financial Advice through Griffith University, after commencing his studies in 2022.

more...
Inverell Team

Albury

Terri Briese
Mark Briese
Graeme Webb
Diane Sibbald
Diane is an experienced accountant with over 25 years’ experience in accounting and finance.

Diane is an experienced accountant with over 25 years’ experience in accounting and finance.

Diane has joined Skybridge Financial in October 2021 following the merger of Miller & Partners Chartered Accountants in Albury, NSW. 

Diane plays a senior role within the Albury office and has cultivated a wealth of expertise and experience in all facets of tax and financial management. Diane really enjoys building a strong working relationship with the client to become an integral part of their support network.  

Diane holds a Bachelor of Business from Deakin University and has a Diploma in Financial Planning. 

Diane is also passionate about giving back to the community and has been involved in the running of several large charitable events in Albury.

Recently Diane was involved in the setting up of a Not-for-Profit company and gaining the Deductible Gift Recipient (DGR) status in Australia for a multi- international organisation that aims to provide education to women and children in Uganda, Africa. Diane is an active member of the board and is a Director of the Alongside Africa Australian company.

more...
Albury Team

Central Coast

Barry Calabria
Client Manager – Bookkeeping Services
Barry joined Skybridge in 2015, bringing 25 years commercial experience as a Chief Financial Officer

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.

Barry holds a Bachelor of Business Degree at Charles Sturt University, majoring in Accounting and Economics.

more...
Jessica McShane
Client Manager Tax & Business Services
Jessica joined the Skybridge Financial team in July 2015 after successfully completing her Year 12 H

Jessica joined the Skybridge Financial team in July 2015 after successfully completing her Year 12 HSC.

Jessica went on to study her Diploma of Accounting and now enjoys all aspects of her role providing Bookkeeping and BAS Services for clients across many of our Skybridge Offices.

Outside of work, Jessica enjoys spending time with her family & friends, and spending time by the Ocean.

more...

Coffs Harbour

Julie Dougherty
Financial Advisor
Julie joined the Skybridge team in May 2021 having merged her business with Skybridge. Julie holds 1

Julie joined the Skybridge team in May 2021 having merged her business with Skybridge. Julie holds 15 years experience as a financial adviser, following her career as a Solicitor. Julie practiced in the areas of family law, estates and conveyancing.

Julie enjoys working with people to assist and guide them along their financial path and improve their overall position.

Julie holds a Diploma in Law, Diploma in Financial Planning and Advance Diploma in Management and has Self Managed Superannuation Fund and ASX accreditation.

more...

Grafton

Jackie Harrison
Client Manager Tax & Business Services
Joined Skybridge in July 2019. Originally from Lismore, is now located in the Grafton and Maclean Of

Joined Skybridge in July 2019. Originally from Lismore, is now located in the Grafton and Maclean Office and has over 20 years in taxation and business services. I have a B. Bus from Southern Cross University and am an associate member of the Institute of Public Accountant.

more...
Julie Dougherty
Financial Advisor
Julie joined the Skybridge team in May 2021 having merged her business with Skybridge. Julie holds 1

Julie joined the Skybridge team in May 2021 having merged her business with Skybridge. Julie holds 15 years experience as a financial adviser, following her career as a Solicitor. Julie practiced in the areas of family law, estates and conveyancing.

Julie enjoys working with people to assist and guide them along their financial path and improve their overall position.

Julie holds a Diploma in Law, Diploma in Financial Planning and Advance Diploma in Management and has Self Managed Superannuation Fund and ASX accreditation.

more...
Kerrie Craig
Client Manager Tax & Business Services
Kerrie joined Skybridge in September 2019. Originally from Sydney, Kerrie is located in the  Gr

Kerrie joined Skybridge in September 2019. Originally from Sydney, Kerrie is located in the  Grafton office and has over 25 years’ experience in public practice taxation and small business accounting.

Kerrie holds a Diploma of Accounting, is a Registered BAS Agent and Justice of the Peace.

more...
Marty Boyd
Client Manager Tax & Business Services
Marty joined Skybridge team in May 2022 with 7 years experience as an accountant. Marty Graduated fr

Marty joined Skybridge team in May 2022 with 7 years experience as an accountant. Marty Graduated from University of New England with a Bachelor of Commerce Majoring in Accounting and Applied Finance. Marty is also a member of CPA Australia. 

Marty enjoys being involved with his business clients assisting with all compliance matters. Marty has experience in areas relating to Companies, Trusts, Partnerships, Sole Traders & SMSF’s.

more...
Sheldon O'Loughlin
Financial Advisor
Sheldon joined the Skybridge Team as an accountant in January 2023. Since then, he has transitioned

Sheldon joined the Skybridge Team as an accountant in January 2023. Since then, he has transitioned across to financial planning. Sheldon holds a Bachelor of Business Majoring in Accounting. He has recently completed his Graduate Diploma in Financial Planning with plans to complete his ASIC Advisors Exam. 

Sheldon is passionate about making the financial goals, needs and objectives of clients achievable within their best interests.

more...
Vicki Boyd
Client Manager Tax & Business Services
Vicki commenced her accounting career in 1992 with local accounting firm Kennedy Saunders then becom

Vicki commenced her accounting career in 1992 with local accounting firm Kennedy Saunders then becoming part of the Skybridge team in 2018.

Vicki is a registered Tax Agent and Justice of the Peace and has over 28 years experience in accounting and taxation issues for companies, trusts, partnerships and individuals and specializes in the small business area.

Her outside work interests include boating, beaching and assisting her husband in the operation of their local family building company.

more...

Maclean

Ann Daniels
Client Manager Tax & Business Services
Ann joined the firm in November 2018 and started her career in March 2000 with Kennedy Saunders afte

Ann joined the firm in November 2018 and started her career in March 2000 with Kennedy Saunders after working for 14 years with Westpac Banking Corporation. She 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, auditing and also will be able to assist with general enquiries.

more...
Jackie Harrison
Client Manager Tax & Business Services
Joined Skybridge in July 2019. Originally from Lismore, is now located in the Grafton and Maclean Of

Joined Skybridge in July 2019. Originally from Lismore, is now located in the Grafton and Maclean Office and has over 20 years in taxation and business services. I have a B. Bus from Southern Cross University and am an associate member of the Institute of Public Accountant.

more...

Moree

Mark Carroll
Financial Advisor
Mark is a member of the Financial Planning Association of Australia and holds the prestigious Certif

Mark is a member of the Financial Planning Association of Australia and holds the prestigious Certified Financial Planner® designation, which represents the world’s highest professional credential for a practicing financial planner. Mark was admitted as a Certified Financial Planner® professional in January 2007 and has been providing financial planning advice since 1998. 

He is married with four children and his main hobby is golf and keeping active.

more...
Manuel Meszaros
Client Manager Tax & Business Services
Manuel is a principal at Skybridge financial and works in the Inverell office. With over 20 years ac

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, proactive, up-to-date advice.

“As a Skybridge advisor, you need to have a well-rounded knowledge of all our clients' 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.”

Manuel is a member of the Institute of Chartered Accountants, registered Tax Agent, a Fellow of the Governance Institute of Australia, and an active member of the Inverell community. He is currently 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.

more...

Port Macquarie

Mark Giumelli
Client Manager Tax & Business Services
Mark is country boy at heart, joining Skybridge in 2016 following 26 years with a large regional acc

Mark is country boy at heart, joining Skybridge in 2016 following 26 years with a large regional accounting business in the NSW Central West. A keen sports enthusiast, Mark loves the great outdoors, water sports, golf, tennis and walks along the beach. Mark has vast experience in many facets of tax and business management, and is a Fellow of CPA Australia. He holds a Bachelor of Business degree and is also a Justice of the Peace.

more...
Virginia Hey
Client Manager Tax & Business Services
Muhammad Khan
Client Manager Tax & Business Services
Muhammad joined the Skybridge Financial team in May 2016, bringing over a decade of experience in pu

Muhammad joined the Skybridge Financial team in May 2016, bringing over a decade of experience in public practice and a strong focus on helping small businesses thrive. Muhammad offers clients tailored advisory services, specialising in complex tax compliance, GST matters, and practical business solutions. Known for his detailed approach and commitment to staying current on emerging business trends, he is dedicated to helping clients manage today’s challenges with strategic insights and practical advice. 

Muhammad’s qualifications include a Master of Professional Accounting, CPA Australia membership, and tax agent registration. 

Outside of work, Muhammad enjoys staying active through sports and contributes to his community as a treasurer for a local non-profit organisation.

more...
Sean Browning
Financial Advisor

Shepparton

Argentina Mei
Client Manager Tax & Business Services
Argentina joined the Skybridge team in July 2021 and has over 25 years’ experience as an Accou

Argentina joined the Skybridge team in July 2021 and has over 25 years’ experience as an Accountant.

Argentina graduated from La Trobe University - Shepparton with a Bachelor of Commerce and has lived in Shepparton all her life. 

Argentina enjoys building client relationships and providing assistance with all business and taxation matters.

more...
Avinnash Krishnan
Client Manager Tax & Business Services
Brandan Hosie
Financial Advisor
Brandan joined the Skybridge team in 2023 and has over 5 years of experience in the financial planni

Brandan joined the Skybridge team in 2023 and has over 5 years of experience in the financial planning industry.

Brandan enjoys assisting clients with advice and guidance to best meet their financial needs, goals and objectives.

Brandan holds a Bachelor of Business (Accounting) and is currently completing his Professional Year.  

more...
Bryce Collins
Financial Advisor
Bryce joined the Skybridge team in 2023 after merging his business with Skybridge. Bryce started in

Bryce joined the Skybridge team in 2023 after merging his business with Skybridge. Bryce started in the financial services industry in 1999 and has over 20 years experience as a Financial Advisor. 

Bryce enjoys assisting his clients with advice and guidance that aims to help them achieve their financial goals and provide them with financial peace of mind. 

Bryce is a Certified Financial Planner™ and has completed a Diploma of Financial Planning and also holds a Bachelor of Business degree.

more...
Carl Zabilowicz
Client Manager Tax & Business Services
Carl Zabilowicz became a valued member of the Skybridge team in 2022 following the merger with Shepp

Carl Zabilowicz became a valued member of the Skybridge team in 2022 following the merger with Shepparton firm, Metzke & Allen. With a career commencing at Metzke & Allen in 2009, Carl brings 15 years of extensive experience in the accounting industry.

Renowned for his exceptional analytical and problem-solving skills, Carl consistently seeks to enhance client value. His commitment to continuous improvement and professional excellence is a cornerstone of his approach.

Carl holds a Diploma of Business and is currently pursuing a Bachelor of Commerce and a Bachelor of Information Systems at Deakin University.

more...
Denis Heenan
Financial Advisor
Denis joined the Skybridge team in 2023 after the merger of Strategic Wealth Planning and Skybridge.

Denis joined the Skybridge team in 2023 after the merger of Strategic Wealth Planning and Skybridge.

He has worked in the financial services industry since 1993 and as a financial planner since 2004. 

Denis is a Certified Financial Planner (CFP) and has completed the Diploma of Financial Planning and Graduate Diploma of Financial Planning.

Denis enjoys building client relationships and providing peace of mind by helping clients meet their financial and lifestyle goals.

more...
Dianne Monichino
Client Manager Tax & Business Services
Dianne joined the Skybridge team in 2022 with the merger of Shepparton business, Metzke & Allen.

Dianne joined the Skybridge team in 2022 with the merger of Shepparton business, Metzke & Allen. Dianne is a seasoned professional known for her exceptional expertise, unwavering commitment to clients, and dedication to fostering long-term relationships. A proud member of the CPA community for three decades, Dianne has earned a reputation for her broad understanding of financial matters across various industries, making her a trusted advisor to both individuals and businesses. 

Dianne takes the time to truly understand her client’s needs, ensuring that they receive personalised and strategic financial guidance. 

Dianne’s dedication to mentoring has helped cultivate a team-oriented environment where individuals grow and thrive, both personally and professionally.

more...
Harry Lallar
Client Manager Tax & Business Services
Jackie Boyce
Client Manager Tax & Business Services
Mathew McKiernan
Client Manager Tax & Business Services
Mathew joined the Skybridge team in July 2021, having merged his business with Skybridge Financial.

Mathew joined the Skybridge team in July 2021, having merged his business with Skybridge Financial. With over 20 years experience as a Chartered Accountant (CA ANZ) and Tax Adviser, Mathew is able to advise clients on all taxation and business related matters.

Mathew holds a Bachelor of Commerce Degree, Diploma of Financial Planning, Chartered Accountants membership and is also a registered tax agent.

Outside of work, Mathew enjoys spending time camping and traveling with his wife & three children. Kids sport keeps the family busy most days.

more...
Matthew McDowall
Client Manager Tax & Business Services
Matthew McDowall specialises in helping small businesses streamline their accounting and financial m

Matthew McDowall specialises in helping small businesses streamline their accounting and financial management using Xero and its suite of integrated apps. With in-depth knowledge of Xero Accounting, Matthew provides tailored solutions that enable clients to achieve sustainable growth and efficiencies.

Matthew Graduated from Latrobe University with a Bachelor of Commerce in 2010 and been gaining valuable experience working in Regional Small to Medium Accounting Firms ever since, joining Skybridge Financial in 2023.

more...
Melinda Kittlety
Client Manager Tax & Business Services
Melinda joined the Skybridge team in 2022 with the merger of Shepparton business Metzke & Allen.

Melinda joined the Skybridge team in 2022 with the merger of Shepparton business Metzke & Allen. 

Melinda graduated from LaTrobe University with a Bachelor of Commerce in 2000 and commenced her career with Metzke & Allen in the same year.  She has been a Chartered Accountant (CA ANZ) since 2006.

With over 25 years’ experience in accounting and taxation, Melinda enjoys assisting her clients with their business and taxation needs and helping them achieve their business and personal goals.

more...
Michael Dimit
Client Manager Tax & Business Services
Michelle Collins
Client Manager Tax & Business Services
Michelle joined the Skybridge team at the end of September 2022, having merged her business with Sky

Michelle joined the Skybridge team at the end of September 2022, having merged her business with Skybridge Financial. After completing her Bachelor of Business (Accounting) in the early 1990’s, Michelle worked in Melbourne for a couple of years before returning to her hometown of Shepparton. Michelle has over 30 years experience as a Chartered Accountant (CA ANZ) and Tax Adviser. Being a business owner prior to the merger, Michelle understands the challenges of operating a business and juggling a work life balance with family.  Apart from advising clients on taxation matters and business related issues, her role at Skybridge is liaison with clients and team in the Shepparton office to continue building the professional relationship between them. Michelle enjoys the challenge of finding the best outcome for family businesses whether part of purchase, growth, sale or succession. 

more...
Naomi Thompson
Financial Advisor
Naomi joined Skybridge in 2022. Naomi previously worked as a financial planner in the banking indust

Naomi joined Skybridge in 2022. Naomi previously worked as a financial planner in the banking industry since 2007 and has worked in the financial services industry since 1997. Naomi is local to Shepparton, having lived here all her life. 

Naomi enjoys assisting her clients achieve their financial goals and objectives, growing and protecting their wealth on their path to financial security. 

Naomi is a Certified Financial Planner (CFP) and a Professional Member of the Financial Planning Association of Australia (FPA). Naomi has also completed the Diploma of Financial Planning and Graduate Diploma of Financial Planning. 

Naomi is a registered Qualified Tax Relevant Provider with ASIC and is able to provide tax (financial) advice services.

more...
Ray Gale
Financial Advisor
Ray joined the Skybridge team in July 2022 having merged his business with Skybridge. Ray has been i

Ray joined the Skybridge team in July 2022 having merged his business with Skybridge. Ray has been in the financial services industry since 2005 and has been assisting clients with their financial planning needs around the Goulburn Valley since 2008. 

Ray enjoys building long lasting relationships with his clients assisting them to achieve their goals and setting them on a path to financial security. 

Ray is a member of the Financial Planning Association and abides by their code of professional conduct and ethics. 

Ray holds a Masters and Bachelor of Commerce degrees and is a registered Qualified Tax Relevant Provider with ASIC and is able to provide tax (financial) advice services.

more...
Sam Amor
Client Manager Tax & Business Services
Sam joined the Skybridge team in 2022 with the merger of Shepparton business, Metzke & Allen.&nb

Sam joined the Skybridge team in 2022 with the merger of Shepparton business, Metzke & Allen. 

Sam graduated from Deakin University in Geelong with a Bachelor of Commerce in 2012 and is a member of CPA Australia.

With over a decade of experience in accounting and taxation, Sam enjoys her work most when she’s assisting clients to achieve their business and personal goals. 

Sam enjoys the team environment at Skybridge and is passionate about delivering great outcomes to her clients

more...
Scott McAiliffe
Client Manager Tax & Business Services
Scott joined the Skybridge team in 2021 with the merger of Shepparton business, Wyndham Group. 

Scott joined the Skybridge team in 2021 with the merger of Shepparton business, Wyndham Group. 

Scott graduated from Latrobe University with a Bachelor of Business (Majoring in Accounting) in 2020 and is a member of CPA Australia.

A late comer to the accounting profession Scott previously spent 30 years working in and managing his family’s Shepparton import/wholesale business. This has given him the ability to quickly understand a client’s business and a great insight into the issues his clients face.  

more...
Travis Auger
Client Manager Tax & Business Services
Travis is an accountant at Skybridge Financial and works in the Shepparton and Tamworth offices. Tra

Travis is an accountant at Skybridge Financial and works in the Shepparton and Tamworth offices. Travis is passionate about providing the best for his clients, ensuring that they have expert advice and solutions.

With over 15 years accounting and taxation experience specialising in small business advisory including tax advice and structuring, succession planning and wealth preservation.

Travis is a member of CPA Australia, and his qualifications include a Bachelor of Business majoring in Accounting from Swinburne University and an Advanced Diploma in Accounting.

He loves to travel and get out into the great outdoors.

more...

Sydney

Jason Birch
Managing Director
The company in its current form was founded by managing director Jason Birch, who joined Skybridge F

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.

more...
Mons Navarro
Client Manager Tax & Business Services
Mons has over two decades experience as a Chartered Accountant and Registered Tax Agent and has a st

Mons has over two decades experience as a Chartered Accountant and Registered Tax Agent and has a strong commitment to providing a quality service to clients.

Mons has a Bachelor of Commerce in Accounting and Business from the University of Canberra 1996. She is a Fellow of the Institute of Chartered Accountants, Member of the NTAA, Registered Tax Agent, a Specialist Self-Managed Superannuation fund adviser (ICAA) and registered Self-Managed Superannuation Fund Auditor (ASIC). 

more...
Brian Zahrooni
Client Manager Tax & Business Services
Brian is a business and tax consultant who has worked in a variety of businesses in the retail, serv

Brian is a business and tax consultant who has worked in a variety of businesses in the retail, service and manufacturing environments as an accountant, advisor and small business manager.

 Brian is a Chartered Accountant and hold a Bachelor Degree in Accounting and Information Systems.

 Joining Miller & Partners Chartered Accountants in 2003, Brian works with clients to ensure that the best tax structure had been chosen and implemented correctly to match business and professional objectives.

 Brian has been able to deliver outstanding results in tax savings, maximised Capital Gain Tax concessions and minimise tax office repayments.

more...
Sydney Team

Tamworth / Armidale

Daniel Moxon
Client Manager Tax & Business Services
Daniel joined the Skybridge Financial team in July 2022 and has over 18 years experience in accounti

Daniel joined the Skybridge Financial team in July 2022 and has over 18 years experience in accounting, auditing & taxation. 

Daniel enjoys working in public practice and has a passion for small business accounting and assisting clients with their financial goals. 

Daniel holds a Bachelor of Financial Administration from the University of New England.

more...
Charmaine Lyon
Client Manager Tax & Business Services
Charmaine joined the Skybridge Financial team in July 2022 and has worked in the accounting & ta

Charmaine joined the Skybridge Financial team in July 2022 and has worked in the accounting & taxation industry for over 16 years. 

Charmaine has enjoyed working in public practice assisting clients with business advisory, accounting & taxation. She is known by her clients for her bubbly persona and passion for small businesses. 

Charmaine holds a Diploma in Business from the University of New England, Diploma in Financial Planning and is still studying to continue her education and professional development.

more...
Tamworth Team

Yamba

Marty Boyd
Client Manager Tax & Business Services
Marty joined Skybridge team in May 2022 with 7 years experience as an accountant. Marty Graduated fr

Marty joined Skybridge team in May 2022 with 7 years experience as an accountant. Marty Graduated from University of New England with a Bachelor of Commerce Majoring in Accounting and Applied Finance. Marty is also a member of CPA Australia. 

Marty enjoys being involved with his business clients assisting with all compliance matters. Marty has experience in areas relating to Companies, Trusts, Partnerships, Sole Traders & SMSF’s.

more...
Paul Tarasenko
Financial Advisor
Paul joined the Skybridge team in May 2021 having merged his business with Skybridge. Paul holds 20

Paul joined the Skybridge team in May 2021 having merged his business with Skybridge. Paul holds 20 years experience as a financial adviser, following his career in funds management.

Paul enjoys working with people to improve their financial wellbeing and maximise their financial and lifestyle objectives.

Paul holds a Diploma in Financial Markets, Diploma in Financial Planning, Advanced Diploma in Management and has Self Managed Superannuation Fund and AXS accreditation.

more...
Sheldon O'Loughlin
Financial Advisor
Sheldon joined the Skybridge Team as an accountant in January 2023. Since then, he has transitioned

Sheldon joined the Skybridge Team as an accountant in January 2023. Since then, he has transitioned across to financial planning. Sheldon holds a Bachelor of Business Majoring in Accounting. He has recently completed his Graduate Diploma in Financial Planning with plans to complete his ASIC Advisors Exam. 

Sheldon is passionate about making the financial goals, needs and objectives of clients achievable within their best interests.

more...
Julie Dougherty
Financial Advisor
Julie joined the Skybridge team in May 2021 having merged her business with Skybridge. Julie holds 1

Julie joined the Skybridge team in May 2021 having merged her business with Skybridge. Julie holds 15 years experience as a financial adviser, following her career as a Solicitor. Julie practiced in the areas of family law, estates and conveyancing.

Julie enjoys working with people to assist and guide them along their financial path and improve their overall position.

Julie holds a Diploma in Law, Diploma in Financial Planning and Advance Diploma in Management and has Self Managed Superannuation Fund and ASX accreditation.

more...