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Meet The Team

Gavin Weller
Client Management Team

"Being part of the management team means that I have the opportunity to help clients and people of Overells achieve their goals by working closely with them and utilising my knowledge and experience. Every day is interesting, challenging and rewarding and I get to work with great people in an excellent environment, using the best systems."

Gavin is a part of our client management team where his responsibilities include:

  • Client advisory in areas of tax, business and strategic planning
  • Review of compliance work in areas of accounting, tax and FBT
  • Practice management in areas including client development, team management, systems, recruitment and strategic planning

Qualifications and memberships

  • Member of the Taxation Institute of Australia
  • Member of the Australian Institute of Company Directors
  • Member of the Australian Institute of Management
  • Registered Tax Agent

Personal achievements

  • After originally having been with Overells for about 3 years in the early 1990's, I rejoined the firm in 2007 to take on the Practice Manager role and have now become an equity owner in Overells
  • Acquiring the knowledge and skills that have come with over 20 years experience in the profession – throughout that time helping clients with their tax, accounting and planning needs, supervising accountants and administration staff, and being a part of the management of chartered accounting practices

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Tony Madden
Client Management Team

"Being in business can be isolating for many people as they try to navigate the path to success.  My driver is to work with clients to achieve their business and personal goals by navigating through their challenges and building a solid relationship that they can count on."

Tony is a part of our client management team where his responsibilities include:

  • Strategic management consulting for small business
  • Consulting in areas of tax, accounting, and entity structuring
  • Client advisory in areas of tax, business and strategic planning
  • Review of compliance work in areas of accounting, tax and FBT
  • Practice management in areas including client development, team management, systems, recruitment and strategic planning

Qualifications and memberships    

  • Bachelor of Business (Accounting) - Charles Sturt University (Bathurst)
  • Member of CPA Australia
  • Registered Tax Agent

Personal achievements

  • Been in and working with small business from a very young age developing a career in business services.  I have over 20 years professional experience and have been a partner of a professional practice since 2007.
  • Raising three young boys that will hopefully be well rounded young men one day.

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Tracey Chester
Client Management Team

"It is my personal specialty and mission to ensure that small business owners have the funds to retire in style and reap the rewards of their hard work through good management and advice in relation to their superannuation. As a small business owner myself I believe that too many small business owners work too hard for too many hours for too little reward."

Tracey is a part of our client management team where her responsibilities include:

  • Client advisory in areas of Self-Managed Superannuation
  • Review of compliance work in areas of Self-Managed Superannuation

Qualifications and memberships

  • Bachelor of Business (Accounting and Management) - Queensland University of Technology 1999
  • Diploma of Financial Planning via SMSF Advice
  • Member of CPA Australia

Personal achievements

  • Been involved in many small businesses in different industries, including farming, motor vehicle sales, hospitality and banking.
  • Been a partner of a professional practice since 2000.

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Suzanne Faulkner
Client Management Team

"With more than 15 years' accounting and tax experience Overells has given me the opportunity to apply and build on my current skills.  I am able to contribute my knowledge and experience for the benefit of our team and our clients."

Suzanne is part of our client accounting team where her responsibilities include:

  • Annual accounts preparation and management
  • Company, trust and individual tax return review and management
  • Review of compliance work in areas of accounting, tax and FBT

Qualifications and memberships

  • Masters of Applied Tax - University of NSW
  • Graduate Diploma (ICAA)
  • Bachelor of Business (Accounting) - Queensland University of Technology
  • Bachelor of Laws - Queensland University of Technology
  • Member of Chartered Accountants Australia & New Zealand
  • Fellow of the Taxation Institute of Australia

Personal achievements

  • Graduating with an OP3
  • Raising 3 children while building my career

 

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Anna Averianova

Client Accounting Team

"After working for over a decade as an accountant in specialised firms with the main focus on the superannuation area, I'm very happy to be a part of the team at Overells.  It is my goal to contribute my knowledge and experience for the benefit of our clients as well as to expand and build on my expertise in different accounting areas.  I'm privileged to work alongside knowledgeable, enthusiastic and positive people at Overells."

Anna is a part of our client accounting team where her current responsibilities include:    

  • Preparation of annual accounts for companies, trusts and individuals 
  • Income tax return preparation
  • BAS, IAS and PAYG assessments preparation and management
  • Self-Managed Superannuation Fund (SMSF) annual accounts and income tax return preparation and management

Qualifications and memberships

  • Master of Business Majoring in Professional Accounting, Queensland University of Technology
  • Statement of Attainment RG 146 Superannuation, The Association of Superannuation Funds of Australia (AFSA), for complying with provision of general advice in superannuation
  • Bachelor of Business Majoring in Accounting and Audit, Moscow, Russian Federation

Personal achievements

  • Dean's Award for Excellence, QUT
  • Graduating from QUT with GPA 6.58

 

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Bonita Cory
Client Accounting Team

"After working as a sole trader for almost nine years, I am excited to be part of a team learning something new every day. I look forward to contributing to Overells and assisting our clients."

Bonita is part of our client accounting team where her responsibilities include:

  • Annual accounts preparation and management
  • Company, trust and individual tax return review and management
  • Tax research
  • Business Activity Statement (BAS) preparation and management

Qualifications and memberships

  • Bachelor of Business (Accounting) - Queensland University of Technology
  • Member of Chartered Accountants Australia & New Zealand
  • Member of CPA Australia
  • Registered BAS Agent

Personal achievements

  • Building a consultancy/bookkeeping business from scratch while being there for my children

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Laura Millar
Client Accounting Team

"I started out at Overells as a cadet in November 2013 and am now a part of the full time accounts production team since graduating University in 2015. I have enjoyed having the opportunity to challenge myself and expand on what I have learned at University, and look forward to further expanding on my knowledge and experience as a graduate."

Laura is a part of our cadet program where her current responsibilities include:

  • Preparation of annual accounts
  • Preparation of income tax returns
  • Preparation of BAS and IAS
  • Preparation of management accounts and reports
  • Tax planning       
  • In-house Xero expert
  • Assisting clients with the move to Xero   
  • Assist with recruitment drive and University presentations

Qualifications and memberships

  • Bachelor of Commerce (major in Accounting and Finance) – University of Queensland (St Lucia)

Personal achievements

  • Dean's Commendation for high achievement for university results - 2013 year
  • College Captain at St Patrick's College (Gympie)
  • Graduating with an OP 4
  • Graduate with distinction

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Michelle Lehmann
Client Accounting Team

"Overells has given me the opportunity to further understand and apply the knowledge I've gained at university.  Working with the friendly team has allowed me to enhance my accounting experience in a way that university alone would not be able to provide.  The team at Overells assist you in every area that they possibly can on a day-to-day basis; from the selection of university courses to assist your chosen career to personal health and wellbeing."

Michelle is a part of our client accounting team where her responsibilities include:

  • Preparation of income tax returns
  • Business Activity Statements (BAS) preparation
  • Pre-processing of accounts 
  • In-house Excel macros and Power PDF expert

Qualifications and memberships

  • Undertaking a Bachelor of Commerce and a Bachelor of Business Management (Human Resources) - UQ (St Lucia)

Personal achievements

  • School captain of Yeppoon State High School
  • Junior Dux
  • Livingstone Shire Council community service award
  • Australian Defence Force Long Tan leadership and citizenship award
  • Caltex best all rounder   

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Sophie Julian
Client Administration Team

"Being part of the team at Overells allows me to play to my strengths - organisation and efficiency.  I enjoy the company culture and am proud to be a part of the client-focused team.  I look forward to the opportunities to continue learning that are encouraged and the challenges that this ever-evolving job brings."

Sophie is a part of our front office team where her current responsibilities include:

  • Reception and general office administration
  • Office systems maintenance and advice
  • Fee preparation
  • Banking
  • Secretarial documentation for clients
  • Preparation of client documentation for income tax, accounts, superannuation and companies
  • Processing of assessments and lodgements
  • Activity statement processing
  • Pre-processing of superannuation work   
  • Liaison with ATO and Australian Securities & Investments Commission (ASIC)
  • Preparation of practice management documents
  • Training of cadets
  • PAYG instalment processing
  • In-house expert in Excel and BGL CAS

Qualifications and memberships

  • Bachelor of Arts (Hons) 2:1 – University of Leeds
  • Previously member of NSW Rural Fire Service

Personal achievements

  • Represented Australia at horse-riding at a festival in Inner Mongolia in 2011
  • Awarded Honourary Lifetime Membership of Leeds University Union in recognition of my efforts as President of Backstage Society and as an Events Technician

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Tessa Austin
Client Administration Team

"Joining Overells has been a highlight of my career.  I am proud to be a part of such an innovative company with genuine care for their staff and clients.  I look forward to the future opportunities and challenges the role may bring."

Tessa is a part of our front office team where her current responsibilities include:

  • General office administration
  • Office systems maintenance and advice        
  • Preparation of client documentation for income tax, accounts, superannuation and companies    
  • Processing of assessments and lodgements
  • Activity statement processing
  • Liaison with ATO and Australian Securities & Investments Commission (ASIC)        
  • PAYG instalment processing    

Qualifications and memberships

  • Currently undertaking Bachelor of Business (Management/Accounting) – Charles Sturt University
  • Previously member of Dubbo Young Professionals Network   

Personal achievements    

  • Working while studying full-time and managing family commitments

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Julia Egarr
Client Administration Team

"Working at Overells has proved to be a great opportunity to gain and develop the professional skills I am learning at university.  I am fortunate to be working with such an experienced and innovative team, and look forward to continuing to challenge myself and expand my knowledge and experience as part of the cadetship program."

Julia is a part of our client administration team where her current responsibilities include:

  • Compilation of income tax returns and accounts
  • Business Activity Statements (BAS) preparation
  • Pre-processing of accounts 
  • In-house expert in Excel macros    

Qualifications and memberships

  • Undertaking a Bachelor of Commerce/Accounting and a Bachelor of Laws (Honors) - University of Queensland (St Lucia)

Personal achievements

  • Recipient of the Alexander Inglis Memorial Prize 2016
  • Dean's Commendation for Academic Excellence - Semester 1 2015, Semester 1 2016 & Semester 2 2016  
  • UQ Student Leader
  • Recipient of OP1
  • Graduation with Honors (Stuartholme School)
  • First Prize in Senior Chemistry & Biology (Stuartholme School)

 

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