David graduated from the University of Western Australia with a Bachelor of Commerce in 1987. He worked at the Australian Taxation Office for 13 years, the last 5 years as a Manager in various sections of the Investigation Section of the Tax Office.
He was admitted as a member of the Australian Society of Certified Practising Accountants on the 5th November 1986 and left the Taxation Office in June of 1989. He commenced in Public Practice and became a Registered Tax Agent at the same time.
David is the partner who is responsible for the large number of Self Managed Super funds that are clients of the practice. David is passionate about superannuation and has a deep knowledge in this specialist area and enjoys finding solutions which deliver outstanding results for clients in their accumulation and pension phases.
As a business owner himself, David understands the needs of individual, small to large businesses and super funds.
Married to Vicki, father of 3 adult children and pop to 2 boys David is a life member of the Trigg Island Surf Life Saving club and was past president of the club. David also coaches in the Junior section of the club.
Paul graduated from the Western Australia Institute of Technology graduation with a Bachelor of Business degree in 1986.
Paul worked at the Australian Taxation Office for 13 years including 2 years in the National Office. He worked in various areas including assessing, enquiring, audit and was involved in International Taxation matters. The last 6 years in the Australian Taxation Office were spent as a Manager in the Business Audit area.
Paul was admitted as a member of the Australian Society of Certified Practising Accountants in 1988. He left the tax Office in June 1994 to commence work in the Public Practice. On leaving the Tax Office Paul became a registered Tax Agent.
Paul takes pride in being able to deliver value to our clients by going the extra mile to ensure his work is of the highest standard and is continuously looking for opportunities to assist with the growth of their business.
Married to Cathy and father of 3 adult children, Paul’s interests also involve being an active member of the Trigg Island Surf Life Saving Club. Another keen interest of Paul is competing in Triathlons where he has, in a short amount of time, successfully achieved a position in the top 10 for his division.
Matt graduated from Curtin University with a Bachelor of Commerce, majoring in Accounting and Finance in 2006.
After graduating University, Matt worked at Rio Tinto in the Iron Ore division for 5 years, spending his time in the financial reporting and management accounting departments.
He left Rio Tinto to join Motteram Bowie and Ham in June 2011 to pursue a career in public practice, specialising in tax accounting. He was admitted as a member of the Australian Society of Certified Practising Accountants on the 9th August 2011.
Matt has quickly become a valued member of the team. His eagerness to learn and personalised approach is an indication of the drive he has to becoming a successful practicing accountant.
Matt is also a member of the Trigg Island Surf Life Saving club as an athlete and coach. He is a frequent competitor in state and national competitions. Other interests including training, surfing and catching up with friends.
Sheryll graduated from the University of Southern Queensland with a Master of Professional Accounting degree in 2001.
She joined the Motteram Bowie and Ham team in 2004 and quickly become a valuable asset to our firm. Her expertise in computer knowledge and programmes alike has made her a valuable team member.
With Handibiz software and the newest introduction of Banklink software to our firm, Sheryll has become the advisor to our clients on the running and functioning of the software. Her expertise has been a great help to all clients with a friendly, simple approach to fixing any software problem.
Married with 2 teenagers her interests include watching her children play sports and getting together with friends.
A number of years ago we realised we needed to form a relationship with a financial planner that could provide the level of service we required for our clients. The advice had to be ethical, well researched and independent and most of all add value to our clients investments or retirement planning.
With this in mind we teamed up with Dean Farmer and Paul Black from 1Life Financial Planning (a financial advising service). Dean and Paul have a proven track record in the Financial Planning Industry with over 20 years experience. 1Life is a Principal Member of The Financial Planning Association of Australia and as such must comply with it code of Ethics and Rules of Professional conduct. The group is owned by its senior advisors and is dependent from Fund Managers. It offers a wide range of advisory services, has its own research division and its fees are transparent and very competitive.
Dean and Paul have many years experience in provided advice in all of the different aspects of Investment and Retirement Planning including the use of Allocated Pensions. For those clients who would like an Independent analysis of matters to do with wealth creation or superannuation and retirement planning, please contact Dean or Paul on 9381 4091. The initial consultation is free.
NEW FOCUS FINANCE PTY LTD (Licensed Finance Broker # 423121)
TRIGG FINANCE (Licensed Finance Brokers)
Trigg Finance is a well established finance broking firm, with over 20 year’s experience. Lou Nedkoff is available to assist you find a suitable loan. His extensive panel of lenders enables him to assist with a wide range of loan services including:
Kassie has been a part of Motteram Bowie and Ham for several years. Her friendly and happy manner and interaction with our clients in person and over the phone has been a great asset to our firm.
As the first point of contact at Motteram Bowie and Ham you will receive a very friendly and professional approach from Kassie. Her attentive attitude to our clients is outstanding and is acknowledged by all that walk through our doors.
Kassie is in a relationship with Patrick, and her interests include going to the gym and going out with friends.
Laura is our administration officer and shares this position with Sandy. The two Sagittarians keep all the administration side of things in our office up to date and their attention to detail keeps the running of the office smooth and efficient, giving our clients the utmost personal and professional touch.
Laura is married to Lindsay and they have 2 school aged daughters. Previously gifted with state soccer skills, Laura now enjoys taking a back seat and watching her daughters get involved in their sports. Her other interests include shopping, going to the gym and catching up with friends and family.
Sandy is married to Peter and between them they are parents to four young adults. Watching football games, be it the West Coast Eagles or her son playing local footy, is one of Sandy’s favourite pastimes. Her other interests include going to Bali and having a few Guinness with friends.
This article is not a substitute for independent professional advice. We do not warrant the accuracy, completeness or adequacy of the information or material in this article. All information is subject to change without notice. We and each party providing material displayed in this article disclaim liability to all persons or organisations in relation to any action(s) taken on the basis of currency or accuracy of the information or material, or any loss or damage suffered in connection with that information or material. You should make your own enquiries before entering into any transaction on the basis of the information or material in this article. Please ensure you contact us to discuss your particular circumstances and how the information provided applies to your situation.