MEET OUR TEAM
TRACY SIMPSON
Managing Director
B.Bus (Acc), CA
Tracy is a Chartered Accountant and Managing Director of WD Nicholls. She is a business improvement specialist and has helped many businesses achieve their potential over her 30 years in public practice.
Tracy is skilled in the areas of tax planning, structuring and asset protection as well as providing strategic business advice.
Tracy is an authorised representative of SMFS Advisers Network which allows her to give strategic advice in relation to self-managed superannuation funds.
Tracy is an Authorised Representative of SMSF Advisers Network, AFSL No. 430062o
CHARLOTTE CLOAK
CA
Charlotte joined the WD Nicholls Team in February of 2018. Charlotte is a Chartered Accountant and has over 6 years of experience working across a variety of customers from individuals to medium sized enterprises. Her experience covers a wide range of areas including the preparation of financial reports and income tax returns, preparation of Business Activity Statements and other accounting services. Charlotte is currently on maternity leave until June 2022.
PATRICIA CATER
ACCA, CPA
Pat comes from a background of management and business accounting and taxation.
She is a Chartered
Accountant with over thirty years of experience gained locally and overseas. Her taxation experience is
in large and medium entities.
GAYE O'DONNELL
Gaye was originally employed by the firm in 1988 as our receptionist, and over the years she has gained valuable experience in the preparation of Financial Statements and Tax Returns, Bookkeeping, Xero, Word Processing, and Excel Spreadsheets. She can also assist you with building & construction Industry Long Service, Australian Taxation Office, or general office enquiries
CHANTEL LAIRD
Chantel is a qualified bookkeeper with extensive experience in both Xero and MYOB. She is here to assist with training clients to use Xero and also assist with any bookkeeping needs.
SUSAN BIGGAR
FIPA FFA
Sue is a Senior Accountant and Registered Tax Agent with
over 20 years’ experience and can assist you with preparing income tax returns, financial reports and Business Activity Statements for all entity types.
Sue also has experience with Not-For-Profit organisations including DGR (deductable gift recipients) requirements.
CAROL JOHNSTONE
Carol is our Accountant's Assistant with over 30 years experience in book keeping specialising in MYOB and Xero.
ALEXANDRA SCARISBRICK
Ali is working as a Junior Accountant and assists with Individual Tax Returns, preparation of Partnership, Trust and Company Tax Returns, BAS preparation and JobKeeper eligibility.
Whilst completing her Bachelor of Accounting, Ali has been working in Tax Consultancy since February 2020. Prior to that she was a Business/Office/Project Manager
for small to medium entities both here and in London and moved to Australia 5 years ago.
HELEN HUTLEY
Mtax, Fipa
Helen is an Authorised Representative of SMSF Advisers Network, AFSL No. 430062, a Tax Agent and Fellow of the Institute of Public Accountants. She completed her Masters of Taxation degree in 2015 and has over 30 years of accounting and taxation experience, specialising in income tax, structuring and superannuation advice.
KIRSTEN TACEY
B.Fin.Admin, CPA
Kirsten has 27 years’ experience in business and taxation advisory. Kirsten has a diverse client portfolio and enjoys the challenge that this provides. She has experience in large and medium entities as well as research and development tax incentives. Kirsten is skilled in business analysis and strategy.
DENISE PRENTICE
Denise has worked in the financial service industry for 31 years, and joined our firm in 2013. She has much experience with the Not for Profit sector, and can assist with Tax Returns, Bookkeeping, Business Activity Statements, and with MYOB and Xero accounting software.
MEET OUR PROFESSIONAL TEAM
MEET OUR SUPPORT TEAM
ANITA HOUGHTON
Anita joined WD Nicholls in 2016 as a client liaison officer. She has extensive experience in professional service firms and can assist with client management and tax office matters
MARELLE ISAAC
Marelle is the internal office manager for WD Nicholls. She has over 25 years’ experience in accounting firms and can assist with accounts payable and receivable and human resource matters.
JODY HAWES
Jody has recently returned to the workforce after having time off to start a family.
She has worked in a variety of office and administration roles, in Australia and also for the 5 years while travelling around the world.
Jody recently completed her Certificate 4 in Accounting and Bookkeeping and would like to become a Bookkeeper in the not too distant future.
DENISE FIELD
Denise has been with our firm for 28 years and is our receptionist/secretary. Denise can assist you with making appointments, obtaining information from your files, taking messages, and directing your enquiries to the most suitable person to deal with your individual needs.