Joe is our director of Accounting. His qualifications include – Registered Tax Agent, Master of Accounting and Finance and a Fellowship of CPA’s Australia. His career has spanned over 40 years and was part of the ATO’s industry consultative committee.
He enjoys helping clients succeed.
Sean is a CPA and has been an accountant for 20 years. Sean provides valuable advice & solutions to business clients as well as preparing financial statements and providing tax services for all types of business entities including SMSFs. His approachable manner has made him a favourite with our clients and his high level of technical knowledge is used to the advantage of clients. Sean is a Certified Xero Advisor, and well versed in other software applications such as MYOB.
Dianne (known as Di) is an Accountant with our Ballarat office where she has worked in accounting practices since 1988, including a valued and loyal team member at Freedom Finance Accounting since 2004. She has expert knowledge in corporate secretarial and bookkeeping and is highly capable in the use of MYOB, Xero, BGL (for SMSF’s) and all associated ASIC software. She also prepares BAS’s and income tax returns for individuals and business entities, financial statements and undertakes SMSF compliance work. Her friendly and helpful disposition has found her popular with clients.
Outside of work Di enjoys spending time with family (especially quality time with her beautiful grandchildren) and working out at the gym.
Valmai is a CPA and has worked as an Accountant and Tax Agent for over 35 years in locations all over Australia including Western Australia mining towns, outback Queensland, Perth and Melbourne. She has a broad range of experience in all matters of accounting and taxation, and enjoys the challenge of getting the best outcome for her clients.
Valmai enjoys cross country skiing, bushwalking, gardening and has recently renovated a Stone Cottage on their property built in 1862.
Oksana has obtained her Bachelor of Commerce focused in Accounting and Finance from Swinburne University of Technology with results that gained her admission to the elite Golden Key International Honour Society. She is an associate member of CPA.
She is an experienced Accountant with a demonstrated history of working in the financial services industry. Skilled in Accounts Payable, Microsoft Excel, Auditing, Accounting, and Financial Accounting.
Luda is qualified accountant obtaining her qualification (Bachelor of Business) at Ballarat University with results that gained her admission to the elite Golden Key International Honour Society. She is an associate member of CPA.
She works at every level of taxation and accounting, providing advice that builds meaningful results for client. Working with clients to solve financial challenges and adding value, is what drives her professionally.
For relaxation her hobbies include walking with her dog, reading and exploring Victoria.
Neill is a fellow of CPA Australia (FCPA) and relishes the opportunity of assisting individuals and businesses with accounting and taxation solutions. Neill forms close relationships with his clients and many started with him over 30 years ago. Neill formed the business Smith & Jennings and has become a valued team member as the original business became part of Freedom Finance. Neill works from the Ballarat office three days a week while in his free time he is a keen cyclist.
Julian has been an accountant for over 30 years and a qualified CA for 20 of them. His specialty is Self- Managed Super Funds (SMSF’s) having worked solely in this field for over a decade, but can also assist with other GST, business and general taxation matters. He is a Certified Xero Advisor, and a competent QuickBooks user.
Johny holds a Bachelor of Accounting and an Advanced Diploma of Screen & Media. Having worked as a restaurant manager for over 5 years, Johny is skilled in providing excellent customer service to clients. This has stood him in good stead in his current position as a Junior Accountant at Freedom Finance Accounting having joined in May 2019.
In his spare time, he enjoys trying out new cuisines, making healthy life choices and keeping fit by running.
Jenny has been associated with the accounting firm for 15 years plus and she has over 40 years’ industry experience. Her working career began in London and she holds a Certificate 4 – bookkeeping. Roles include credit control, accounts payable and file management.
Outside of work Jenny enjoys travel, family time and weekends at the beach house.
Tara prides herself in providing a friendly and welcoming first port of call for clients, both in person and via phone in our Ballarat office. With an in-depth passionate administration background, she is actively able to assist and manage client relationships.
Tara enjoys travelling, keeping fit and spending time with family.
Sharon holds a Certificate 4 in Bookkeeping and has worked in the accounting industry for over 35 years. Sharon has a wide range of knowledge within the office of Administration, Reception, Debtors and Creditors but especially when it comes to Debtor Collection. Sharon is versed in a range of software applications such as Xero, XPM and MYOB, Office 365 and is ready to assist in these areas.
Outside of work she enjoys walking, spending time with family and friends, painting furniture, decorating and renovating.
After being an Associate in a town planning practice for many years, Lynn decided on a career change and has been involved in the world of accounting for the past 18 years. She liaises regularly with our clients as well as with ASIC and the ATO. Lynn also heads up our Corporate Compliance Division and has worked closely with the Director/Partner, Joe Farrell for over 15 years.
In her downtime she enjoys relaxing, spending time with her family and exploring the sights of Melbourne and surrounds.