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Phone (02) 6021 0335 E
A 481 Townsend Street, Albury NSW 2640

Meet The Team

Our team are dedicated to providing you and your business with personalised professional services. All our team members are committed to ongoing professional development so you enjoy the best technical tax and accounting advice available. Below are the profiles on our team members.

Marian Adams - Partner

Marian is a Senior Accountant and leads the accounting team.

She has been with the firm since 1976 and over the years she has gained a wealth of experience in the areas of Income Tax, Capital Gains Tax, GST and Superannuation.

Marian is passionate about tax planning with her clients and she believes part of our client brief is to help clients minimise their tax liability within the guidelines. She really believes in the expression, "Failing to plan is planning to fail".

She also believes that her client brief includes helping clients grow their wealth and increasingly Self Managed Superannuation has become the prmary vehicle to use.

With a family background in farming, Marian is a primary production expert.

  • Bachelor of Business (Accounting)
  • Certified Practicing Accountant (CPA)
  • Registered Taxation Agent.

Leanne Nixon - Partner

Leanne Nixon is a director of the firm and before joining the public accounting sector she commenced her career in the finance industry specialising in financial management of   manufacturing organisations.

Coming from a rural upbringing her passion for small business, caring approach and ability to translate technical matters into layman’s terms is her greatest asset and has seen her client base grow over the past years.

Specialties and Niches

With her background in financial management and her commitment to creating personal wealth for her clients, with her rural background and business acumen it’s no surprise she has also developed an understanding and niche with the rural clients.

Leanne recognises the entrepreneur's challenge of converting adrenalin into profit. She maintains that if you want to grow your business you need to have solid foundations which explain why she advocates you always, “begin with the end in mind”. As such, she insists clients have the right business structure (to protect their assets), the correct software (to minimize compliance costs) and an understanding of the 7 ways to recession proof a business. Leanne’s objective with her clients is to solve their tax and financial problems, help them to capitalise on opportunities and ensure they avoid the pitfalls. “Our goal is to be very knowledgeable about our clients’ businesses and understand their specific industry issues. This helps us develop strategies and select the right tools to help them with their business planning and wealth creation plans.”

Her tenacity to help clients and ability to inspire positive change is what makes Leanne different. Her focus is to help business owners grow their revenue, profits, business value and wealth. “You need to set goals, develop a strategy and formulate a game plan. Most importantly, you need to implement which necessitates systems and discipline”.  Her ‘big picture’ approach coupled with her ability and willingness to work in a hands-on capacity to achieve the best outcomes for clients is a real point of difference.

Leanne’s specialist technical skills include tax planning, business structures, consulting and business planning. She is passionate about the success of her clients and specialises in succession planning, asset protection, cash flow management and business analysis. Her 20 years experience in public accounting provides Leanne with a deep understanding of the compliance and taxation needs of clients in the small business sector.

Helen Woolley - Administration

Helen has been with the firm since 2012 and has considerable background experience working in accounting firms and previously managing the administrative side of the family business, Helen understands the issues and pressures of running a business and juggling work life balance. Helen is responsible for receptionist duties, correspondence, debtors, daily banking and tax lodgements and liaison with the Australian Taxation Office, she manages all our ASIC lodgements and assists with the preparation of client BAS’s and income tax returns. Helen is responsible for the administration of the firm and endeavours to improve systems at all times.

Helen enjoys working in a busy vibrant office and likes meeting the clients and putting a face to name and getting to know them.   Helen can assist you with scheduling appointments, any administrative, ASIC or account enquires and if she cant help you she will certainly  direct you to the appropriate  team member.  Helen‘s friendly nature makes it easy to communicate with her and she is happy to assist the valued clients in any way she can.

Outside the office she enjoys her racquetball and is the treasurer of the club. Helen enjoys music, cycling, walking her dog Pikachu and spending time with her 4 children who keep her very busy.

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