Business & Tax

Business & Tax

Our experienced team of accountants understand how important it is for business owners to find someone that takes away the confusion and hassles of tax time.

Tax & Compliance

Business Advisory

Structuring

Tax Planning

Software Integration

Succession Planning
Financial Planning

Financial Planning

The time has come to take control of your financial situation and start preparing for your future. With our financial planning leader Kent by your side, you’ll learn the secret to making your money work harder and smarter.

Investment Strategies

Retirement Planning

Personal Insurance

Budgeting and Financing Structures

Superannuation Strategies
SMSF

SMSF

Managing Self-Managed Super Funds (SMSF) is one of our specialities and we pride ourselves on this service. Why? Because it allows clients like you, who are working hard in their careers, to take control and secure their futures.

SMSF Admin

SMSF Audit

SMSF Strategies
Bookkeeping

Bookkeeping

We find that businesses of all sizes can reach a point where keeping up with receipts and invoices becomes overwhelming as well as time consuming.

Bank Reconciliation

Payroll

BAS & IAS Compliance

Software Support & Training
Our Team
Blog

Montmorency | Doreen

Our Team

Everyone
Partners
Accountants
Bookkeeping
Office Managers & Admin

Charles Hesse

Partner

Started: 1995 (Founder)
Qualifications: Masters of Taxation, Bachelor of Business, CPA, Registered Company Auditor, Registered Tax Agent, Public Practice Certificate, Xero Certified Advisor
Experience & Skills: Over 30 years’ experience advising family businesses in accounting, taxation and audit.
Hobbies: Proud father of three that loves to cycle and watch AFL.

Paddy Cummins

Partner

Started: 2005
Qualifications: Bachelor of Commerce, CPA, Public Practice Certificate, Xero Certified Advisor
Experience & Skills: Over 20 years’ experience in Small/Medium Business, SMSF, SMSF Audits and Individuals Tax Returns.
Hobbies: Paddy enjoys spending time with her family.

Luisa Chisholm

Senior Manager

Started: 2010
Qualifications: Bachelor of Business (Accounting), CPA, Xero Certified Advisor
Experience & Skills: Over 25 years’ in Accounting, Taxation and Business services dealing with a wide variety of client structures and providing tailored tax advice.
Hobbies: A busy mother of two, Luisa enjoys an active lifestyle, travelling and spending quality time with her family.

Zoe Mahlstedt

Senior Accountant

Started: 2020
Qualifications: Bachelor of Business, CPA, Xero Certified Advisor
Experience & Skills: Over 10 years’ experience in Small/Medium Business and Individual compliance. Zoe is focused on achieving the best outcomes for clients by understanding client’s individual needs.
Hobbies: Zoe enjoys travel and caravanning with her young family.

Ashley Wang

Senior Accountant

Started: 2023
Qualifications: Bachelor of Commerce, CA
Experience & Skills: Over 10 years’ experience in SMSF, Small/Medium Business and Individual Compliance. Ashley provides insight into Superannuation and delivers comprehensive compliance services to both business and SMSF clients.
Hobbies: Ashley enjoys gardening and spending time with her family.

Rose Derrick

Senior Accountant

Started: 2022
Qualifications: Bachelor of Business (Accounting), CPA, Xero Certified Advisor
Experience & Skills: With over 19 years experience in Corporate and Tax Accounting, Rose’s philosophy is to educate clients and take care of the accounting aspects enabling clients to focus on their business goals.
Hobbies: Rose enjoys spending time with her young family.

Scott Pearson

Senior Accountant

Started: 2021
Qualifications: Bachelor of Business, CPA, Xero Certified Advisor
Experience & Skills: With over 10 years of experience working in Business Services and Self-Managed Superannuation Funds, Scott’s passion is helping his clients plan for their retirement with his vast knowledge of SMSF, Business and Personal tax.
Hobbies: Scott enjoys golf, football and spending time with friends and family.

Nathan Elliot

Accountant

Started: 2019
Qualifications: Bachelor of Business (Prof. Accounting), Xero Certified Advisor.
Experience & Skills: More than 3 years of experience in SME business services including compliance and taxation, SMSF compliance and audit, individual tax returns.
Hobbies: Nathan enjoys walking and hiking, motorsports and spending time with friends and family.

Veronica Diez

Accountant

Started: 2019
Qualifications: Bachelor of Business (Accounting), Xero Certified Advisor
Experience & Skills: Over 3 years of experience in Accounting, Taxation and SMSF services.
Hobbies: Veronica enjoys travelling and spending weekends with her family and friends.

Mehdi Najmi

Accountant

Started: 2023
Qualifications: Bachelor of Business (Accounting), CPA, Xero Certified Advisor
Experience & Skills: Over 10 years of experience in Business services helping SMEs, focusing on business advisory, budgeting, cash flow, taxation and superannuation.
Hobbies: Mehdi enjoys running, movies, hiking, travelling, reading, cooking and spending time with his family and friends.

Joshua Hesse

Accountant

Started: 2021
Qualifications: Bachelor of Business (Prof. Accounting), CA, Xero Certified Advisor
Experience & Skills: With over 7 years of experience working in Business Services, Josh’s passion is helping clients maximise their business performance through software integration and implementation.
Hobbies: Josh enjoys playing tennis, supporting the Geelong Football Club and travelling the world.

Carmen Gordon

Bookkeeper

Started: 2019
Qualifications: Bachelor of Business (Accounting), Xero Certified Advisor
Experience & Skills: With over 10 years of Bookkeeping & BAS experience, Carmen has an extensive knowledge of cloud accounting packages and has a passion for optimising efficiencies through the use of them.
Hobbies: Carmen enjoys trail running, mountain biking and scuba diving with her husband.

Brooke Peluso

Bookkeeper

Started: 2017
Qualifications: Cert III Business & Administration, Xero Certified Advisor
Experience & Skills: Endlessly looking to learn, Brooke’s draws on her previous experiences in business administration to ensure her bookkeeping clients receive a holistic proficient service.
Hobbies: Brooke enjoys spending time outdoors and volunteering in her spare time.

Kelly Cavanagh

Bookkeeper

Started: 2018
Qualifications: Diploma of Accounting, Registered BAS Agent, MYOB Partner, Xero Certified Advisor.
Experience & Skills: Thrives on helping clients with their bookkeeping & compliance needs.
Hobbies: Kelly loves spending time with her family, horses & animals.

Renee Turner

Office Manager

Started: 2007
Qualifications: Cert III Business & Administration, MYOB Bookkeeping, Xero Certified Advisor
Experience & Skills: With over 25 years of experience in business administration and office management, Renee’s expertise and knowledge of the business and our clients is in invaluable.
Hobbies: Renee enjoys family time with her two young kids and sports.

Angie Brewer

Administration

Started: 2021
Qualifications: Certificate IV in Accounting and Bookkeeping, Xero Certified Advisor
Experience & Skills: 25+ years of experience working in Administration and Accounts in the ADF, private sector and not-for-profit.
Hobbies: Angie enjoys walking her rescue greyhound, camping, travel and gardening and spending time with her husband, family and friends.

Caroline Jizba

Client Service Manager

Started: 2017
Qualifications: Xero Certified Advisor
Experience & Skills: Having previously worked in one of the BIG 4 banks, Caroline has an eye for detail and a vast knowledge for business administration.
Hobbies: Caroline enjoys walking, cooking and spending time with her family.

Charles Hesse

Partner

Started: 1995 (Founder)
Qualifications: Masters of Taxation, Bachelor of Business, CPA, Registered Company Auditor, Registered Tax Agent, Public Practice Certificate, Xero Certified Advisor
Experience & Skills: Over 30 years’ experience advising family businesses in accounting, taxation and audit.
Hobbies: Proud father of three that loves to cycle and watch AFL.

Paddy Cummins

Partner

Started: 2005
Qualifications: Bachelor of Commerce, CPA, Public Practice Certificate, Xero Certified Advisor
Experience & Skills: Over 20 years of experience in Small/Medium Business, SMSF, SMSF Audits and Individual Tax Returns.
Hobbies: Paddy enjoys spending time with her family.

Luisa Chisholm

Senior Manager

Started: 2010
Qualifications: Bachelor of Business (Accounting), CPA, Xero Certified Advisor
Experience & Skills: Over 25 years’ in Accounting, Taxation and Business services dealing with a wide variety of client structures and providing tailored tax advice.
Hobbies: A busy mother of two, Luisa enjoys an active lifestyle, travelling and spending quality time with her family.

Zoe Mahlstedt

Senior Accountant

Started: 2020
Qualifications: Bachelor of Business, CPA, Xero Certified Advisor
Experience & Skills: Over 10 years’ experience in Small/Medium Business and Individual compliance. Zoe is focused on achieving the best outcomes for clients by understanding client’s individual needs.
Hobbies: Zoe enjoys travel and caravanning with her young family.

Scott Pearson

Senior Accountant

Started: 2021
Qualifications: Bachelor of Business, CPA, Xero Certified Advisor
Experience & Skills: With over 10 years of experience working in Business Services and Self-Managed Superannuation Funds, Scott’s passion is helping his clients plan for their retirement with his vast knowledge of SMSF, Business and Personal tax.
Hobbies: Scott enjoys golf, football and spending time with friends and family.

Ashley Wang

Senior Accountant

Started: 2023
Qualifications: Bachelor of Commerce, CA
Experience & Skills: Over 10 years’ experience in SMSF, Small/Medium Business and Individual Compliance. Ashley provides insight into Superannuation and delivers comprehensive compliance services to both business and SMSF clients.
Hobbies: Ashley enjoys gardening and spending time with her family.

Rose Derrick

Senior Accountant

Started: 2022
Qualifications: Bachelor of Business (Accounting), CPA, Xero Certified Advisor
Experience & Skills: With over 19 years experience in Corporate and Tax Accounting, Rose’s philosophy is to educate clients and take care of the accounting aspects enabling clients to focus on their business goals.
Hobbies: Rose enjoys spending time with her young family.

Nathan Elliot

Accountant

Started: 2019
Qualifications: Bachelor of Business (Prof. Accounting), Xero Certified Advisor.
Experience & Skills: More than 3 years of experience in SME business services including compliance and taxation, SMSF compliance and audit, individual tax returns.
Hobbies: Nathan enjoys walking and hiking, motorsports and spending time with friends and family.

Joshua Hesse

Accountant

Started: 2021
Qualifications: Bachelor of Business (Prof. Accounting), CA, Xero Certified Advisor
Experience & Skills: With over 7 years of experience working in Business Services, Josh’s passion is helping clients maximise their business performance through software integration and implementation.
Hobbies: Josh enjoys playing tennis, supporting the Geelong Football Club and travelling the world.

Veronica Diez

Accountant

Started: 2019
Qualifications: Bachelor of Business (Accounting), Xero Certified Advisor
Experience & Skills: Over 3 years of experience in Accounting, Taxation and SMSF services.
Hobbies: Veronica enjoys travelling and spending weekends with her family and friends.

Mehdi Najmi

Accountant

Started: 2023
Qualifications: Bachelor of Business (Accounting), CPA, Xero Certified Advisor
Experience & Skills: Over 10 years of experience in Business services helping SMEs, focusing on business advisory, budgeting, cash flow, taxation and superannuation.
Hobbies: Mehdi enjoys running, movies, hiking, travelling, reading, cooking and spending time with his family and friends.

Carmen Gordon

Bookkeeper

Started: 2019
Qualifications: Bachelor of Business (Accounting), Xero Certified Advisor
Experience & Skills: With over 10 years of Bookkeeping & BAS experience, Carmen has an extensive knowledge of cloud accounting packages and has a passion for optimising efficiencies through the use of them.
Hobbies: Carmen enjoys trail running, mountain biking and scuba diving with her husband.

Brooke Peluso

Bookkeeper

Started: 2017
Qualifications: Cert III Business & Administration, Xero Certified Advisor
Experience & Skills: Endlessly looking to learn, Brooke’s draws on her previous experiences in business administration to ensure her bookkeeping clients receive a holistic proficient service.
Hobbies: Brooke enjoys spending time outdoors and volunteering in her spare time.

Kelly Cavanagh

Bookkeeper

Started: 2018
Qualifications: Diploma of Accounting, Registered BAS Agent, MYOB Partner, Xero Certified Advisor.
Experience & Skills: Thrives on helping clients with their bookkeeping & compliance needs.
Hobbies: Kelly loves spending time with her family, horses & animals.

Renee Turner

Office Manager

Started: 2007
Qualifications: Cert III Business & Administration, MYOB Bookkeeping, Xero Certified Advisor
Experience & Skills: With over 25 years of experience in business administration and office management, Renee’s expertise and knowledge of the business and our clients is in invaluable.
Hobbies: Renee enjoys family time with her two young kids and sports.

Caroline Jizba

Client Service Manager

Started: 2017
Qualifications: Xero Certified Advisor
Experience & Skills: Having previously worked in one of the BIG 4 banks, Caroline has an eye for detail and a vast knowledge for business administration.
Hobbies: Caroline enjoys walking, cooking and spending time with her family.

Angie Brewer

Administration

Started: 2021
Qualifications: Certificate IV in Accounting and Bookkeeping, Xero Certified Advisor
Experience & Skills: 25+ years of experience working in Administration and Accounts in the ADF, private sector and not-for-profit.
Hobbies: Angie enjoys walking her rescue greyhound, camping, travel and gardening and spending time with her husband, family and friends.

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*C & H Financial Planning is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.