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Kathy Jelicic
Accountant

Kathy has been in public practise for over 18 years. She has a Bachelor of Business (Accounting / Information Systems), a Masters of Business Administration and has attained her CPA designation.

Prior to joining the team at Englehardt Superannuation & Accounting, Kathy has worked locally in public practice and most recently was with ATO in their Finance Department.

Kathy has a strong tax background and has provided tax advice to both businesses and government organisations pertaining to many areas including restructuring, small business concessions, capital gains, FBT, payroll, GST and the like.

Kathy believes that helping her clients look at the future direction of their business with the view to succession planning could minimise the overall tax implications.

Kathy works part-time and is married with 3 young children, Sophia, Alisha and Joshua.

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Jacci Quinlivan
Accountant

Her role is predominantly focusing on the processing of Self Managed Super Funds. She also assists clients with in-house business software including implementation and ongoing support.

Jacci has been in the Financial Services industry most of her working life and prides herself on continuing professional development and loves to study to increase her knowledge and expertise. She has a working knowledge of our Class Superannuation Program, MYOB and is a Xero Certified Adviser. She has a Diploma in Financial Planning (DFP), Diploma in Superannuation, Certificate IV in Small Business Management, Certificate in Training and Assessment and regularly trained people in using various software programs. She is currently studying for her Advanced Diploma of Financial Planning.

Jacci is married and a mother of 2 young children, Chris and Mia.

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Rod Paul

Rod has been in the Financial Planning industry for the past 8 years. During this time he has primarily focussed around specialised personal and business insurance advice and superannuation.

Rod has successfully completed the Advanced Diploma of Financial Planning and is looking to continue his studies. Prior to that he was a member of the Victoria Police Force.

Rod strongly believes in helping his clients have a greater understanding on what they have, why and making sure the advice he gives is appropriate for their particular needs.

Outside of work Rod is married with 3 children who keep him busy. He is actively involved in many sporting organisations and loves to coach and play basketball, cricket, football and is a board member of the Bandits Basketball Club. Outside of that any chance to go camping, fishing or snow skiing is greatly appreciated.

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Trish Cameron
Reception

Trish has had many years of experience in all aspects of office administration before taking on the role of administration manager when Englehardt Superannuation & Accounting was established in 2011. Trish understands the issues and pressures of running a business and juggling work life balance. Trish is responsible for receptionist duties, correspondence, creditors, debtors, daily banking and tax and ASIC lodgements. Trish is responsible for the scanning and filing of documents and endeavours to improve systems at all times.

Trish enjoys working in a busy office and likes meeting clients and putting a face to their names and enjoys getting to know them. She can assist you with scheduling appointments or account inquiries and if she can't help you she will direct you to the appropriate team member. Trish's friendly and outgoing nature makes it easy to communicate with her and she is happy to assist clients in any way she can.

Outside the office she enjoys music, walking, V8 car racing and spending time with her family and friends.

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Tim Hoffmann
Accountant

Before moving into public accounting, Tim had a strong banking and finance background. After relocating to the border, Tim completed a Bachelor of Business (Accounting/Information Systems) and attained CPA status in 2004. Prior to joining Peter at Huon Partners as a senior manager in 2006, Tim worked at Skinner & Associates from 1998.


Tim believes that not coming through the traditional employment path of public accounting has allowed him to openly question the many old-style conventions and practices. This fresh approach is one of the reasons why we do things differently at Englehardt Superannuation & Accounting. Maintaining a keen interest in SMSF's from commencement of his accounting career, the ever-changing IT requirements in accounting are also at the forefront of Tim's on-going professional development.

Originally from Geelong, Tim has lived on the border since 1994 and been involved in many community and sporting organisations, including cricket, baseball, ten-pin bowling, community choirs and enjoys the occasional fun run. Tim is a strong advocate for the Cancel Council and is a regular participant in the Relay for Life and other local fundraising events.

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Stuart Paul

Stuart commenced his career in Financial Planning in 1989 after spending 15 years as a high school teacher & Careers Adviser. He has been a resident of Albury since 1959 so has forged many local contacts over a long period of time.

Stuart holds a Bachelor of Economics from Sydney University & a Diploma in Financial Planning from Deacon University. He has been an active member of the Financial Planning Association of Australia (FPA) since 1991 and became a Certified Financial Planner in 1994. Stuart is committed to upholding the high professional standards relevant to all FPA Members.

As a consequence of nearly 30 years experience he is able to understand the many changes which have occurred in this industry and apply this knowledge to specific client situations - especially in the area of retirement planning. He is qualified to provide advice in all areas of financial planning.

Outside of work Stuart has been involved in many different community activities including sport as a participant and administrator. Stuart is married to Kerrie who has been an integral part of our business over the years. He now plays golf regularly, fishes occasionally and remains involved in coaching junior cricket where he can spend time with some of his 6 grandchildren.

As a member of the Englehardt Team Stuart looks forward to providing ongoing support to the business and the clients into the future.      



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Peter Bridle
Director

Peter has been in public accounting for over 20 years. He holds a business degree in Accounting and a post graduate Advance Diploma of Financial Services (Superannuation). He is a Chartered Accountant and holds the distinction of being Albury/Wodonga's first accredited SMSF Specialist Advisor. He is also a Justice of the Peace (JP).

Very few Accountants are also licensed to provide financial advice. Peter is an Authorised Representative of InterPrac Financial Planning and, as such, can provide the full breadth of accounting, business, superannuation and financial services.

Peter was a founding Partner of Huon Partners, Chartered Accountants and after 11 years branched out to set up Englehardt Superannuation & Accounting with Tim Hoffmann. Peter has a strong business, taxation and superannuation background.

Peter believes that helping clients build a successful business should lead to a successful retirement. Early planning and, in most cases, the use of a Self Managed Super Fund, is the key.

Peter spent over 4 years as a volunteer Financial Councellor at the Upper Murray Family Care Centre. He was the recipient of the Betty McLean volunteer of the year award in 2012. Peter has a passion for cricket and is a level one coach and badged umpire. He coaches junior teams at the East Albury Cricket Club and has coached junior Cricket Albury Wodonga representative teams. He also finds time for Pennant Tennis and photography.


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