About us
Our friendly Sunshine Coast team are ready to help you to simplify your tax.
We're straight shooting, easy to talk to people who make your tax experience as simple and rewarding as possible. We're not your regular accountants... Oh Yeah! We'll share a laugh with you and tell you things the way they are. At the same time we do love doing tax (as strange as that sounds), so we're deadly serious about getting the best possible result for your tax returns with the least amount of stress on your part. We're a local Sunshine Coast firm headed up by a long term local (who also believes she's Wonder Woman).
-
Lisa Ellis - Accountant
As the daughter of Zeus and Hippolyta, I enjoy a battle and no account is too difficult. I’m a straight shooter but I don’t need a gun to get results. The Sunshine Coast is my home. It always has been and always will be, so there’s no need to worry about me taking flight. I have some powerful friends but every client is special and it’s my guarantee that we’ll never leave you in the dark. I might wear the occasional tiara, and some consider me a princess, but trust me when I say there’s no fight I can’t handle. A good accountant doesn’t need a golden lasso to find the truth.
-
Steve Chadwick - Accountant
My aim is to ensure you get the best possible results for all your tax matters and business accounting needs. I work with a variety of clients from companies with turnovers in excess of $8 million to small businesses just starting out. Client numbers are limited with a focus on utilising cloud based systems to gather and deliver information. I work with integrity and within the boundaries of what’s legal. Having said that, I’m not afraid to push those boundaries and argue the case in your favour. Some say business is a game; well, I play to win for both you and me. I’m an IT enthusiast with a passion for Kombi restoration.
Financial Planning
-
AUDRA BEERLING - Financial Planner
I am passionate about helping businesses and individuals achieve their financial and lifestyle goals.
At Capricorn Financial Planning, our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you.
Lending Services
-
Lynne Robertson - Lending Specialist
INTRODUCING AURA LENDING SERVICES TO OH YEAH CLIENTS
Lynne is the principal of Aura Lending and is a tenacious and caring client champion who goes out of her way to “Support Your Dreams” whether that is to buy your first home or investment, tools for your trade, a vehicle or undertaking a multimillion dollar development.
When asked what is the most satisfying part of her job? Lynne says “making that phone call to tell my client “Your Loan is Approved”
When Lynne isn’t busy helping her clients she enjoys time with her family and reading, Lynne has a large eclectic library of books. She also enjoys dabbling in the kitchen and the odd cruise. Lynne is an active member of the Kawana Chamber of Commerce and supports the Salvation Army Learning for Life Programme.
