B.Comm, CPA, Registered Tax Agent
DIRECTOR – Accounting
Nerissa had over 20 years experience in positions such as Senior Accountant and Office Manager before finally deciding to take on a practice of her own, Blackwood Tax & Accounting Pty Ltd in 2014. She specialises in Self Managed Superannuation Funds, Corporate Accounting and Complex Taxation Matters. She enjoys working closely with clients to help them achieve their business goals.
Dip. FP – ALPA
DIRECTOR – Wealth Management
Andrew has over 20 years’ experience advising both international and domestic private clients. Andrew places a strong emphasis on delivering both quality advice and service to all clients. He recognises that each person has different needs and objectives regarding their investment profile and he works hard in developing an appropriate strategy to accommodate. Andrew maintains regular, open and honest communications with his clients which provides the foundation for building long term relationships. He seeks to optimise the quality of life for his clients by providing astute investment advice and a complete portfolio management service.
DIRECTOR – Lending Solutions
Pam has over 30 years of lending experience and specialises in assisting people with a diverse range of requirements both personal and business. To achieve success in her business she needs to ensure that her clients are successful with their financial aspirations also. She enjoys working with traditional home loan clients, assisting business owners connect with Bank’s that share their financial goals, seeing her first home owners excited about building or buying their first home and assisting investors in securing their future financial independence. Pam’s other passion is good food and wine, friends and her granddaughter.
B.Acc, CPA, ATI
Lynn has worked in the finance industry since 1979 and commenced working in this practice in 2002 as receptionist and administration. During this time she studied and attained her Bachelor of Accounting Degree and CPA accreditation. She is experienced in taxation for Individuals, Partnerships, Companies, Family Trusts and Self Managed Superannuation Funds, along with preparation of Business Activity Statements and business returns. She is proficient in MYOB Accounting Packages, Cashflow Manager and BGL360 for Self Managed Superannuation Funds. She enjoys working closely with clients to achieve their business goals.
Rae has been working in the Finance Industry throughout her entire career commencing with the Commonwealth Bank, and moving into the accounting industry 20 years ago. She has experience in taxation, accounting and management consulting and works closely with Small Businesses, Companies, Tradesmen and Individuals.
Wealth Management Team
Elise has been in the Financial Planning industry for the past 5 years, joining our team in July 2019 and becoming authorised to provide advice to our clients from March 2020. As a mum of two boys, Elise understands the importance of having fun and spending quality time with a young family. Elise will help you work towards accomplishing and protecting the goals and lifestyle that are important to you, through providing financial advice based on your personalised goals and individual circumstances. Her aim is to help clients achieve financial flexibility and security, so that they can stress less about money and focus more on the things that matter most.
Jenny joined our team in December 2020, providing support to our Financial Advisers and clients. Jenny has worked in administration roles in the accounting industry for the last 20 years and is now transitioning to the finance industry. Jenny is motivated and enthusiastic to learn and help whilst working closing with our Advisers and clients through their journey to financial stability.
Amy has been assisting her clients with their finance needs for over 4 years. Having previously worked in Real Estate, Amy has seen her knowledge in the industry help guide her clients through the sometimes confusing and stressful process of purchasing a property. She enjoys working with first home buyers to reach their goals of owning their own home, connecting clients to banks that can offer them a great loan that meets their requirements and objects, and working with investors to grow their portfolios or assisting them with securing a financially independent future. Amy’s other passions are her family, being near the water and enjoying all the amazing locations, food and wine Adelaide has to offer.
TRISHA DE NIEUWE
Trish has more than 25 years experience in the finance, legal and accounting industries and enjoys her role with Blackwood Tax & Accounting. Trish is a highly motivated, organised and efficient team member who works within all facets of the business. Trish is accountable for the efficient and effective design and delivery of all operational services, including finance, payroll, human resources, marketing and administration.
CATHIE DE FRANCESCO
Cathie has worked in an administration role for over 12 years. She provides administrative support to the accounting team and is also involved in ensuring clients’ needs are met. Her role also encompasses overseeing the information technology and software requirements for our practice. Cathie conducts herself in a professional manner and offers the highest level of client service.