Financial Dynamics - Team Members

"The achievements of an organisation are the results of the combined effort of each individual."

Directors -

Bruce McDonald - B Com, CA, JP, Certified Financial Planner

brucem@financialdynamics.com.au

Bruce is a founding Director of the firm and has over twenty-six years experience in the accountancy profession. Bruce commenced his career in 1982 and was a partner in another local practice before establishing Financial Dynamics in 1999. Bruce obtained his Bachelor of Commerce in Accounting, Finance and Systems from the University of NSW in 1990. He is also a Chartered Accountant (CA) and a Certified Financial Planner.

Frank Taylor - B FA, CA, JP, Certified Financial Planner

frankt@financialdynamics.com.au

Frank has been a Director of Financial Dynamics since establishing the firm in 1999 and has many years experience in the accountancy profession. Born in Tamworth, Frank moved to the Shoalhaven in his early childhood and completed his primary and secondary education at Bomaderry. Prior to commencing tertiary education, Frank gained valuable experience working in both the retail and construction Industries as a Manager and an Accountant. Frank obtained his Bachelor of Financial Administration from the University of New England in 1989. After spending some time in Canada working in the profession, he joined a local accountancy practice and completed the Institute of Chartered Accountants (CA) program in 1992. Frank is also a Certified Financial Planner.

Frank involves himself in many areas of the local community. During his time as President of the Shoalhaven Business Chamber, Frank shared his knowledge with members and in turn gained a wealth of experience from interacting with the owners of a large variety of local businesses. Previous to holding this position, he was Vice President of the Nowra Chamber of Commerce.

Frank essentially enjoys outdoor activities. He was President of the Callala District Soccer Club for four years and helped establish the Callala Junior Sailing School, being its first Sailing Master. Currently his weekends are usually spent sailing his yacht in Jervis Bay.

Client Managers -

Darren Wearne - B Com, CA

darrenw@financialdynamics.com.au

Darren grew up in the Shoalhaven Region and has been working at Financial Dynamics since 2001. He completed his Bachelor of Commerce degree majoring in Accountancy and Management at the University of Wollongong. This required a broad range of study in business management and marketing as well as accountancy. After finishing university, Darren moved to Sydney for four years where he worked in a number of small to medium sized accountancy firms. During this period he completed the post graduate professional year program with the Institute of Chartered Accountants in Australia, which gave him a solid foundation to assist his clients.

Returning to Nowra to work at Financial Dynamics, Darren quickly progressed to a Client Manager position, assisting his clients in the accountancy and taxation areas of their business. Darren takes great pleasure in assisting businesses from inception by determining the most appropriate structures and business plans for his clients and providing them with information on the essentials such as bookkeeping and employing staff. Darren has a specialisation in the construction and retail industries, however he also has a wide knowledge of most business types.

Darren was Treasurer for both the Nowra Chamber of Commerce Inc and the Shoalhaven Business Chamber Inc. He also served on the executive committee of Nowra Toast Masters Club for several years.

Two of Darren’s hobbies are trail bike riding and scuba diving. He has scuba dived in Jervis Bay and Port Stephens in Australia, and also some exotic locations such as Vanuatu and Hawaii.

Angela Barbay - B Com, CA, MYOB Certified Consultant

angelab@financialdynamics.com.au

After working as an Accountant for a Sydney-based marketing firm for several years, Angela joined the Financial Dynamics team in 2003. She obtained her Bachelor of Commerce degree at the University of Newcastle in 1998 and recently became qualified as a Chartered Accountant (CA). Angela has a very strong knowledge of business and computer systems and is a MYOB Certified Consultant. These skills allow her to assist clients in various aspects of business management and strategic planning.

Rhonda Grant - B Com

rhondag@financialdynamics.com.au

Rhonda joined Financial Dynamics in 2004 as part of a trainee program and obtained her Bachelor of Commerce (Dean’s Scholar with Distinction) at the University of Wollongong. She is currently enrolled in the Institute of Chartered Accountants extensive CA program and is working on completing the course early next year.

As well as dealing directly with clients, Rhonda has an excellent working knowledge of our firm’s strict internal procedures and has been assigned the responsibility of performing the quality assurance reviews of any work we undertake for them.

Rhonda is a keen traveller. She toured around the world with her husband in 2007 and she is currently planning another overseas trip in 2009 on the completion of her studies in the CA program. Rhonda also enjoys spending time with her family and catching up with friends.

TAFE Qualified/Undergraduate Accountants -

Melinda George

melindag@financialdynamics.com.au

Mel is another one of our firm's accomplished bookkeepers who work alongside our Client Managers. She is involved in a wide range of accounting services for clients owning small to medium-sized businesses and is proficient with all majoring accounting software. She is skilled in a number of areas including financial reporting, preparing tax returns and Business Activity Statements. Mel has studied an Advanced Diploma of Accounting at TAFE and has recently enrolled in the Bachelor of Commerce course at the University of Wollongong Shoalhaven Campus.

In her spare time Mel enjoys playing tennis and keeping fit.

Skye Horsfall - Adv Dip Accounting

skyeh@financialdynamics.com.au

An integral member of our dynamic team, Skye completed an Advanced Diploma of Accounting at TAFE and is currently undertaking a Bachelor of Commerce course at the University of Wollongong Shoalhaven Campus with the aim of progressing her career within the firm. Skye originally joined our team in 2005 as one of our skilled Bookkeepers however she now specialises in the accounting and compliance of our clients’ Self Managed Superannuation Funds.

Moi Jones - Adv Dip Accounting

moij@financialdynamics.com.au

Prior to joining the Financial Dynamics team in 2005, Moi worked as an Office Manager for a graphic design company in both their New Zealand and Sydney offices for a period of nine years. She later took up a Sydney-based position with the international company Southcorp Wines and was a Personal Assistant to four of their executives alongside her Treasury duties.

Moi has completed an Advanced Diploma of Accounting with Distinction at TAFE and works with a wide range of our small to medium-sized entity clients. Her responsibilities vary from preparing financial reports to the preparation of income tax returns for various business structures including companies and trusts.

Moi's life away from work is focused on family, fitness and outdoor activities

Joeline Pearsall

joelinep@financialdynamics.com.au

Prior to commencing at Financial Dynamics, Joeline studied a Certificate IV in Accounting and a Certificate III in Office Administration at TAFE. She also gained several years experience in the areas of administration and accounting whilst working for a local business. After moving to Sydney to work in the Finance Department of a publishing company for two years, Joeline returned to the Shoalhaven and joined the team in 2002 as one of our proficient bookkeepers. She is currently enrolled in a Bachelor of Commerce course (majoring in Accounting and minoring in Law) at the University of Wollongong Shoalhaven Campus.

Joeline enjoys various activities at our beautiful local beaches including all watersports as well as just relaxing. She also enjoys live music, animals, other outdoors activities and socialising with her friends and family.

Adam Tagg

adamt@financialdynamics.com.au

Adam is one of Financial Dynamics newest team members. He was selected to participate in our Undergraduate Trainee Program after successfully completing his first semester at the University of Wollongong Shoalhaven campus studying for a Bachelor of Commerce degree. During his short time with our firm he has demonstrated that he has the dedication and skills required to succeed in the accounting profession.

Adam is a cycling enthusiast and also enjoys spending time with his mates.

Bernadette Walker

bernadettew@financialdynamics.com.au

Our newest recruit, Bernadette, is a welcome addition to the Financial Dynamics team. She is currently undertaking studies to obtain a Bachelor of Commerce degree and was meticulously selected by our firm from a group of talented young university students to participate in our Undergraduate Trainee Program. At present, Bernadette is working closely with our Client Managers who are assisting in the development of her taxation and accounting skills.

Patrick O'Regan

patricko@financialdynamics.com.au

Administration -

Lindsey Moncur

lindseym@financialdynamics.com.au

After leaving school in 2001, Lindsey started her career with Financial Dynamics as a Trainee Receptionist whilst completing a Certificate III in Business Administration at TAFE. She quickly progressed to a senior role and has recently attained a Certificate IV in Business (Frontline Management). Lindsey is currently our Office Manager and her time is mainly spent between reception, administration duties, data entry and assisting our Directors and Client Managers in their day to day interaction with clients. She also oversees the daily operating of our workplace to ensure everything runs smoothly and is fully conversant with our office functions and frontline procedures.

Ashley Davis

admin@financialdynamics.com.au

Jill Nielsen

jilln@financialdynamics.com.au

Jill’s career background has been predominately associated with the areas of banking, accounting and administration. She has completed a number of TAFE courses in relation to customer service skills and has a Certificate III in Communications. She has also undertaken numerous courses relating to bookkeeping and accounting software packages. Jill's role at Financial Dynamics is multi-faceted, however her primary responsibilities include the preparation and lodgement of documentation for the Australian Securities and Investments Commission, establishing new companies/trusts/superannuation funds, the administration of our firm’s Banklink system, MYOB payroll, preparing Business Activity Statements and other GST compliance obligations.

Carmen Knight - B Com

carmenk@financialdynamics.com.au

Carmen has been employed at Financial Dynamics since its inception in 1999. She obtained her Bachelor of Commerce at Wollongong University in 2000 whilst working at Financial Dynamics as a young and determined undergraduate. She later progressed within the firm to a successful qualified Accountant. At present, Carmen is working in our office on a casual basis having taken time to focus on her growing family.

Casual Consultants -

Tony Messner AM FCA

tonym@financialdynamics.com.au